Oswin Melroy Saldanha
Perth,Australia
Summary
Finance Professional with over 4 years of experience in , mutual funds and superannuation fund management. Skilled in transaction processing, client reporting, and quality control within high-volume environments. Proven track record in optimizing processes, improving accuracy, and supporting strategic initiatives. Known for a detail-oriented approach, ability to meet tight deadlines, and commitment to operational excellence. Currently pursuing a Master of Business Analytics to further enhance analytical and technical skills, with the goal of driving data-informed decision-making in finance operations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Notetaker, Scribe & Reader
North Metropolitan TAFE
07.2024 - Current
- Verified details to deliver clear, comprehensive, and accurate notes.
- Contributed to a positive learning environment by facilitating communication between students and instructors.
- Supported students directly during classes and laboratories.
- Supported students with disabilities by accurately transcribing classroom discussions for their review.
Assessing Operator
Cash Converters
09.2023 - Current
- Demonstrate empathy and respect while guiding customers through finance application processes, ensuring clarity and support for their unique needs.
- Maintain and update accurate customer records using internal systems, tracking application status and proactively communicating updates to customers.
- Evaluate personal finance applications for Small Amount Credit Contracts (SACC), Medium Amount Credit Contracts (MACC), and Line of Credit Contracts, adhering to current credit policies and guidelines.
- Utilize the in-house Mercury application for processing, ensuring compliance and accuracy in data entry.
- Leverage strong communication and negotiation skills to address customer inquiries, maintaining high standards in customer service and professionalism.
- Perform tasks with precision and attention to detail, consistently meeting performance goals and contributing to team productivity.
Senior Analyst, Transfer Agency
Northern Operating Services Private Limited
08.2021 - 05.2023
- Processing and Quality Control of transactions
- Carry out Quality Check of complex dealing instructions, journal entries and client reporting
- Allocation of daily BAU/Ad hoc instructions between team members
- Worked on multiple fund restructures and fund closures
- Handling client queries and helping managers and team leads in critical cases
- Worked on Multifonds Global Investor application upgrade requirements for Australia & Hong Kong process, & performed various test case scenario testings
- Trained partners on quality control of transactions for Australia Dealing process and Reconciliation process for Hong Kong
- pControl Project - Performed review of all client instructions and assisted in the migration of the client’s ‘Proper Instructions’ via an automation tool that will directly feed into our core processing systems
- Suggested and implemented process improvement for an client Ad hoc instruction
- Take-on new clients ensuring smooth transition
- Creation and maintenance of client specific keystroke procedures and checklists
Analyst, Transfer Agency
Northern Operating Services Private Limited
07.2019 - 07.2021
- Processing of BAU transactions
- Generating Registry Reports such as Net Funding Summary & Cash Flow Report,Current Position, Trading Summary Reports as part of daily BAU
- Issuing of Reports to Internal Unit Pricing Teams and uploading reports to client
- Cross trained in Australia Dealing and Hong Kong Finance process
Education
Master of Business Analytics -
The University of Western Australia
Perth, WA2025
Bachelor of Commerce - Finance
Mangalore University
Mangalore, KA04.2019
Higher Secondary - Commerce
Karnataka State Board
Mangalore, KA03.2016
Skills
- MFG Reporting Tool & Multifonds Global Investor
- Transfer Agency Cash Exchange
- EXP - AG
- Microsoft Office
- Procedures & Flowcharts
- Client Reporting
- Financial Operations
- Transaction Processing
- BAU Checklists
- Quality Check Training Multifonds Global Investor (MFTA)
- Assessing Income & Expenditure for Personal Finance
- Customer Service
Accomplishments
- Won Quarterly Rewards & Recognition quiz at Northern Trust
- Volunteered for 2 years in a college out reach program meant to help the underprivileged and weaker section of the society
- Volunteered for ASTITVA and ACME Intercollegiate Cultural Fest for 2 years
Certification
- Hootsuite Platform Certification
- Social Media Marketing Certification (Hootsuite)
Timeline
Notetaker, Scribe & Reader
North Metropolitan TAFE
07.2024 - Current
Assessing Operator
Cash Converters
09.2023 - Current
Senior Analyst, Transfer Agency
Northern Operating Services Private Limited
08.2021 - 05.2023
Analyst, Transfer Agency
Northern Operating Services Private Limited
07.2019 - 07.2021
- Hootsuite Platform Certification
- Social Media Marketing Certification (Hootsuite)
Master of Business Analytics -
The University of Western Australia
Bachelor of Commerce - Finance
Mangalore University
Higher Secondary - Commerce
Karnataka State Board
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