Sandhya Rajan Email & Phone Number | • As a Senior Financial Analyst (Reconciliation and Portfolio Control), my primary responsibility was to provide industry-leading investment opportunities and managerial solutions to asset owners by liaising with the custodian as asset managers. • Responsible for processing all standard and many non-standard transactions within a process. The job role included working in support with the portfolio managers and traders, sales and marketing and client service professionals by providing accurate and timely client account information. • Researched and helped to troubleshoot daily issues/problems independently and took the initiative to identify opportunities for process improvements. Also developed an understanding of the inter-operability between the processes we work on and other processes in the department. • Provided industry-leading solutions to clients across all aspects of portfolio control, accounting, cash management, client reporting and developed NAV reports for various clients. • Responded promptly to client and counterparty inquiries, committing to deliverables as well as undertaking ad hoc investigation and analysis, as appropriate. • Acquired good knowledge of a wide range of financial products and markets and built expertise in internal systems with emphasis on life cycle, market practices and regulations.• As an Investment Wealth Performance Analyst, my responsibility was to provide industry leading analytical solutions and portfolio performance measurements to asset owners and asset managers. • Studied and analyzed client’s portfolio comprising of various asset classes across different accounts, and helped to create new client portfolio structures for account allocations for FP&A. • Analyzed the effect and impact of financial activities on the client portfolio for every transaction posted in each account holdings and also validated portfolio returns against their standard indices benchmarks. • Worked as a team player and strived towards achieving excellence client service and process improvements by appropriate cross trainings and teamwork. • Provided detailed analysis to help our clients’ measure, monitor, interpret and manage their performance and risk. • Provided performance measurement, attribution across all asset classes, and in any currency from a global platform.- Track cash liquidity across all operating and non-operating accounts and ensure the processes are in compliance. - Manage and track the financial projections, conduct variance analysis and develop financial metrics to understand the key drivers contribution to the financial results. - Manage corporate banking structure, ACH approvals and wire transfers. - Contribute in fund raising/securitization deals and help with investor reporting and investor relations. - Forecast and manage the lending plans and provide suggestions on optimizing the lending capital with reduced cost. - Work closely with Capital Markets and Credit Ops teams to identify the key performance indicators of financial results and track the cash/lending forecasts analyzing the historical trend of cash liquidity management. - Steered the process improvement projects for improved funding request tapes, portfolio risk analysis, automation of referral bonus and client refund process, automation of checks processing for ROP’s and loan activation across loans in a single click. - Support month-end closing activities, payoff approvals, cash reconciliations, and contribute to new product launch.

Sandhya Rajan

• As a Senior Financial Analyst (Reconciliation and Portfolio Control), my primary responsibility wa...
San Francisco, San Francisco, United States

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Sandhya Rajan’s Email sandhya.rajan@meetearnest.com

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Sandhya Rajan’s Location San Francisco, San Francisco, United States

Sandhya Rajan’s Current Industry Earnest Inc. The next gen Fintech Startup!

Sandhya Rajan’s Prior Industry Goldman Sachs | Northern Trust Asset Management

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Work Experience

Earnest Inc. The next gen Fintech Startup!

Senior Financial Analyst

2015-09-01 00:00:00 - Present

Goldman Sachs

Senior Financial Analyst - Reconciliation (Asset Management Team)

2012-02-01 00:00:00 - 2013-08-01 00:00:00

Northern Trust Asset Management

Wealth Performance Analyst

2009-12-01 00:00:00 - 2011-12-01 00:00:00

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FAQ About Sandhya Rajan

Sandhya Rajan is located at
San Francisco, San Francisco, United States

Sandhya Rajan is a • As a Senior Financial Analyst (Reconciliation and Portfolio Control), my primary responsibility was to provide industry-leading investment opportunities and managerial solutions to asset owners by liaising with the custodian as asset managers. • Responsible for processing all standard and many non-standard transactions within a process. The job role included working in support with the portfolio managers and traders, sales and marketing and client service professionals by providing accurate and timely client account information. • Researched and helped to troubleshoot daily issues/problems independently and took the initiative to identify opportunities for process improvements. Also developed an understanding of the inter-operability between the processes we work on and other processes in the department. • Provided industry-leading solutions to clients across all aspects of portfolio control, accounting, cash management, client reporting and developed NAV reports for various clients. • Responded promptly to client and counterparty inquiries, committing to deliverables as well as undertaking ad hoc investigation and analysis, as appropriate. • Acquired good knowledge of a wide range of financial products and markets and built expertise in internal systems with emphasis on life cycle, market practices and regulations.• As an Investment Wealth Performance Analyst, my responsibility was to provide industry leading analytical solutions and portfolio performance measurements to asset owners and asset managers. • Studied and analyzed client’s portfolio comprising of various asset classes across different accounts, and helped to create new client portfolio structures for account allocations for FP&A. • Analyzed the effect and impact of financial activities on the client portfolio for every transaction posted in each account holdings and also validated portfolio returns against their standard indices benchmarks. • Worked as a team player and strived towards achieving excellence client service and process improvements by appropriate cross trainings and teamwork. • Provided detailed analysis to help our clients’ measure, monitor, interpret and manage their performance and risk. • Provided performance measurement, attribution across all asset classes, and in any currency from a global platform.- Track cash liquidity across all operating and non-operating accounts and ensure the processes are in compliance. - Manage and track the financial projections, conduct variance analysis and develop financial metrics to understand the key drivers contribution to the financial results. - Manage corporate banking structure, ACH approvals and wire transfers. - Contribute in fund raising/securitization deals and help with investor reporting and investor relations. - Forecast and manage the lending plans and provide suggestions on optimizing the lending capital with reduced cost. - Work closely with Capital Markets and Credit Ops teams to identify the key performance indicators of financial results and track the cash/lending forecasts analyzing the historical trend of cash liquidity management. - Steered the process improvement projects for improved funding request tapes, portfolio risk analysis, automation of referral bonus and client refund process, automation of checks processing for ROP’s and loan activation across loans in a single click. - Support month-end closing activities, payoff approvals, cash reconciliations, and contribute to new product launch.