Sri Mourya Kouthuri
Angestellt, Assistant Director - Client Onboarding Services, Acuity Knowledge Partners
Bengaluru, Indien
Werdegang
Berufserfahrung von Sri Mourya Kouthuri
Bis heute 9 Monate, seit Sep. 2023
Assistant Director - Client Onboarding Services
Acuity Knowledge Partners
As Assistant Director, I spearhead seamless client onboarding, managing processes like account openings, closings, and transfers. With a focus on fostering trust, I collaborate cross-functionally to ensure top-tier service delivery. Proficient in negotiation and risk management, I enhance client experiences by implementing innovative solutions and maintaining strong relationships. My skills encompass relationship building, process management, data organization, negotiation, and risk mitigation.
Bis heute 2 Jahre und 11 Monate, seit Juli 2021
Senior Associate
Goldman Sachs Asset Management
As a Senior Associate at GS, a key substructure to client relationships, I offer a full suite of world class investment solutions to various HNW clients of the firm. I oversee Client Operations and primarily responsible for all aspects of institutional account on-boarding, portfolio accounting, cash management, client reporting, and serves as the single point of contact for all operations related to clients.
1 Jahr und 7 Monate, Dez. 2019 - Juni 2021
Assoc. Specialist - Portfolio Administration & New Business Services
Franklin TempletonA Portfolio Administrator and Derivatives Agreements Negotiator driving $27M of incremental AUM per annum via New Client Onboardings, Mergers, Acquisitions and In-Kind Inflows. Managed 10 teams of 116 employees as a News-gator Community Leader part of innovation campaign, resulting in 500+ innovative ideas providing $130k of incremental revenue. On a regular basis, I teach peers on how to use various Mind Mapping Techniques in their daily business process that helps improve overall team productivity.
2 Jahre und 3 Monate, Sep. 2017 - Nov. 2019
Senior Analyst - Global Portfolio Account Services
Franklin TempletonPartnered with stakeholders to drive required process to ensure that all required trading accounts are accurately opened for investment in a timely manner. Provided on-boarding teams with prioritized list of foreign markets to open for separate account clients. Presented recommendations to leaders to make decisions on key organizational issues. Defined and enhanced derivatives agreement process to implement improvements to create greater efficiencies.
1 Jahr und 3 Monate, Juni 2016 - Aug. 2017
Analyst - Global Portfolio Account Services
Franklin TempletonWorked with custodian banks to open markets and resolve registration problems. Worked with tax and other departments to ensure that due diligence documents are filed in a timely manner. Worked with PMs, Legal, Counterparties and Brokers to gather and deliver documents and negotiate agreements to ensure that all required trading accounts (brokerage, ISDA, collateral, futures) are accurately opened for investment in a timely manner. Served as subject matter expert on foreign markets.
Responsible for ensuring market availability and account openings for all Franklin Templeton Investments mutual funds, separate accounts, and high net worth clients.