Monesha Mohan
Chennai
Summary
Deputy Team Leader in Data operations team in a financial service organization with 7 years of experience in analysing and evaluating mutual fund data. Proven ability to collect and analyse data to develop actionable insights that support business decisions. Proficient in advanced Excel and my leadership and communication skills drive continuous improvement .Spearheaded training programs and optimized data quality. Comfortable in learning new things, multi tasking and establishing goals within deadlines.
Overview
7
7
years of professional experience
Work History
Deputy Team Leader
FEfundinfo
03.2023 - Current
- Dealing with escalations and critical query via salesforce, Interacting with high priority clients immediately to eradicate proper solutions.
- Identifying and minimizing non-value-added tasks for improving efficiency and productivity.
- Led weekly meetings with direct reports to discuss progress updates on .
- Reviewed and assessed team performance regularly, providing constructive feedback for continuous improvement.
- Work closely with the manager on various process/projects.
- Facilitated training sessions for new hires, accelerating their integration into the team and boosting overall performance levels.
Senior Data Analyst
Fefundinfo
10.2019 - 03.2023
- Conduct Weekly catch up meetings with the team to discuss progress of team goals. Handle client inquiries within the SLA. Prepare weekly metrics to measure the performance of the team
- Automating the Total returns file in xceptor and perform Performance reconciliations to provide timely udpate to the asset managers.
- Conducting quality check analysis for the suspicious NAV/ Dividend and AUM.
- Check, analyse and validate Crown Rating, Alpha Manager rating, Dealing with Model portfolio unit and customizing them in our internal tool and measure the performance.
- Served as a subject matter expert on various projects, sharing valuable insights.
Data Analyst
Fefundinfo
08.2017 - 09.2019
- Started career as a DataAnalyst, sourced factsheet, manager report and other documents of funds.
- Perform corporate events likes Mergers, Relaunch, Split and currency conversion based on fund group confirmation.
- Interact with UK and AUS clients for critical queries regarding performance mismatch.
- Participating in requirement meetings to understand business needs, if required prepare metrics and presented to the team in powerpoint presentations.
Education
MBA - Finance & Marketing
DG Vaishnav College
Chennai04.2017
Bachelor of Arts - Commerce, General
DG Vaishnav College
Chennai, India04.2015
Skills
- Team motivation
- Analytical Thinking
- Direct client query handling
- Training, mentoring & quality checking abilities
- Excellent writing & communication skills
- Fluency in English, Tamil
Software/Data Base knowledge
MS Office
SQL
Power BI
Xceptor
Salesforce
Timeline
Deputy Team Leader
FEfundinfo
03.2023 - Current
Senior Data Analyst
Fefundinfo
10.2019 - 03.2023
Data Analyst
Fefundinfo
08.2017 - 09.2019
MBA - Finance & Marketing
DG Vaishnav College
Bachelor of Arts - Commerce, General
DG Vaishnav College
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