Dhwani Kambo
Melbourne,VIC
Summary
Finance professional with over 3 years of experience in investment operations and fund administration. Skilled in delivering accurate financial reconciliations, building trusted client relationships, and navigating complex regulatory landscapes. Proficient in financial tools and systems, with foundational skills in Python and SQL. Committed to continuous improvement and excellence in financial services.
Overview
3
3
years of professional experience
Work History
Senior Account Manager
Apex Group Limited
Melbourne, VIC
04.2022 - Current
- Oversaw quality assurance for applications, redemptions, switches, and transfers from the offshore team.
- Managed compliance requirements, including incident reports, and remediation with stakeholders.
- Reconciled cash/unit positions, and ensured timely delivery of transaction reports.
- Processed member account updates and new setups per SLA standards.
- Distributed NAV/unit prices and fund documentation to investors.
- Reviewed and released periodic, quarterly, and exit statements within SLAs.
- Executed fee rebate transactions, and submitted reports for client review.
- Handled Calastone transaction management and reconciliation.
- Attended client meetings, and supported management reporting.
- Maintained strong client relationships to ensure service quality.
Education
Master of Commerce (Extension) - Finance and Financial Technology
University of New South Wales
Sydney, NSW01.2022
Bachelor of Commerce - Accounting and Finance
Guru Gobind Singh Indraprastha University
Delhi, India01.2016
Skills
- Microsoft Excel and SAP
- Financial modeling and analysis
- FactSet and Calastone
- Basic Python and SQL
- Client relationship management
- Compliance reporting
- Attention to detail
- Problem-solving skills
References
References available upon request.
Timeline
Senior Account Manager
Apex Group Limited
04.2022 - Current
Master of Commerce (Extension) - Finance and Financial Technology
University of New South Wales
Bachelor of Commerce - Accounting and Finance
Guru Gobind Singh Indraprastha University
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