Rajani Jaiswal
Melonba,NSW
Summary
Results-driven Investment Operations Analyst with expertise in financial services and reconciliation. Led process improvements and team initiatives that enhanced reporting accuracy and efficiency. Skilled in advanced Excel and effective communication, facilitating successful outcomes in high-pressure environments.
Overview
2
2
Languages
23
23
years of professional experience
Work History
Investment Operations Analyst
MUFG Pension and Market Services
02.2021 - Current
- Reporting of cash flows to Funds, Custodians on a daily/weekly basis, as well as on an ad hoc basis to investment managers within agreed timings.
- Daily reconciliation of all cash flow reporting and investigation of transactional discrepancies with parties e.g., Custodians.
- Coordinated communication between custodians, auditors, clients, and internal departments to ensure alignment and operational efficiency.
- Executed daily entry of unit prices and crediting rates into administration system to maintain accurate reporting and compliance.
- Addressed queries from custodians and clients to ensure clear communication.
- Managed ad hoc projects related to business initiatives and client-driven changes.
- Assisting with testing system changes.
- Delivered customer-focused service by maintaining and updating fund procedures promptly through a consultative process.
- Participate as a positive member of the team by co-operating with others to achieve the team’s goals.
Family Law Admin
MUFG Pension and Market Services
05.2018 - 01.2021
- Process and complete all assigned operations - including Form 6/Information requests, procedural fairness requests, payment splits upon receipt of final Agreements or Orders, emails and follow ups.
- Processed designated inbound correspondence to ensure timely responses within required service level agreements.
- Ensure the provision of high-quality service on all telephone enquiries.
- Assisted in preparing reports.
- Ensured compliance with legislative, financial, and fund-specific procedures to mitigate business risk and conducted quality reviews to reduce rework and uphold high standards.
- Action designated inbound correspondence within required SLAs.
- Identified and suggested process improvements to enhance efficiency and quality standards across the business.
- Collaborated with team members to support achievement of team goals.
Customer Service
MUFG Pension and Market Services
05.2016 - 05.2018
Sr. Customer Service Advisor
FOXTEL
04.2014 - 09.2015
- Served customer enquiries, identified needs, and provided tailored solutions.
- Educate customers on product options and technology issues.
- Collected and communicated customer feedback to improve service quality.
- Received appreciation letter for outstanding customer service and effective feedback management.
- Oversaw customer data privacy practices to ensure compliance with regulations.
- Effectively use a variety of computer programs to access customer details and databases, and research options.
- Trained new recruits on company policies and procedures.
Team Leader
Oracle Financial
12.2006 - 10.2009
- Evaluated the mortgage loan request and recommended solutions for identified deficiencies during the loan review.
- Held weekly meetings to delegate tasks, review issues, and discuss process improvements.
- Supervised and trained the accounts team on best practices for financial management and reporting.
- Supervised and trained accounts team.
- Evaluated mortgage loan requests and recommended actions for identified deficiencies during loan review.
- Coordinated and supervised daily departmental activities to ensure operational efficiency.
- Worked with testing team for UAT and final sign off.
Data Analyst (Mortgage)
Ocwen Financial
Bangalore, India
01.2005 - 11.2006
- Loan Processing & Underwriting: A detailed investigation of past credit history, current ability to pay (of the borrower) and approval/denial of loans in order to ensure that the approved/denied loans are within the guidelines prescribed by the lenders.
- Data Integrity and Pre-requisites Review: Review of closed loans files for data accuracy and correctness in order to ensure smooth movement of such loans to secondary market Investors.
- Compliance Review: Review of loan files and reconciling them according to the Real Estate Settlement Procedure Act and Truth in Lending Act.
- Reviewed closed loan files for data accuracy to facilitate seamless transfer of loans to secondary market investors.
Customer Service Representative
Accenture
02.2004 - 12.2004
- Answered incoming customer service enquiries, providing tailored advice to address customer needs.
- Directed customers to specialized departments for assistance.
- Assisted customers by providing basic technical guidance on product usage.
- Referred customers to appropriate specialist departments to ensure timely resolution of complex issues.
Education
ICMA (Inter.) -
Institute of Management Accountants of India
Bachelor of Commerce -
Computer Diploma - SQL, VBA
NIIT
RG146 -
Skills
- Reconciliation and reporting
- Cash flow management
- Financial services and investigation
- Expertise Advanced Excel
- Operational Coordination
- Process Improvement
- Communication skills
Accomplishments
- Appreciation letter for customer excellence and feedback.
- Selected to help and support new recruits.
Affiliations
- Badminton
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Investment Operations Analyst
MUFG Pension and Market Services
02.2021 - Current
Family Law Admin
MUFG Pension and Market Services
05.2018 - 01.2021
Customer Service
MUFG Pension and Market Services
05.2016 - 05.2018
Sr. Customer Service Advisor
FOXTEL
04.2014 - 09.2015
Team Leader
Oracle Financial
12.2006 - 10.2009
Data Analyst (Mortgage)
Ocwen Financial
01.2005 - 11.2006
Customer Service Representative
Accenture
02.2004 - 12.2004
ICMA (Inter.) -
Institute of Management Accountants of India
Bachelor of Commerce -
Computer Diploma - SQL, VBA
NIIT