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Samar Tiwari

SENIOR ASSOCIATE
An astute professional with 4 plus years of entire experience in finance operations &
process management. Possess strong knowledge of finance operations, analytical,
analysis / business mapping skills. Adept at performing operations effectively &
efficiently, coordinating with various team & managing variety ad-hoc investment
operations. Proficient in undertaking service operations, organising process strategies
& buildings relationships with various business stake holders.

D-1403 Ramky One Kosmos


WORK HISTORY
Nallagandla, Serilingampally,
Hyderabad, Telangana. Senior Associate – State Street Corporation (Hyderabad)
500019 Jan – 2018 – Till Now
- 9999683859
Tiwari.samar8@gmail.com  Managing funds cap stock/expense/Income involved & rebalancing of
client portfolio at current NAV in global market.
 Safeguard the assets and reputation of the firm by controlling and supporting

Let’s 
the trading divisions, as well as ensuring that they follow the firm’s policies
and with the rules/regulations that govern global financial markets
Conducting detailed risk assessments by analysing documents, statistics,
reports and market trends.
 Subject matter expert testing for user acceptance testing, representing

connect! 

assigned geo on all finance management interfacing tools
Carrying out audit & assessment of breaches & risk event within process.
Lead and manage governance and risk across organisation to ensure delivery
in line with code of conduct, enterprise risk management framework and other
relevant department policies
 Responsible for enhancing internal controls, analysing Errors, signing off P&L,
managing breaches and incidents
Samar is a highly
“ competent associate


Business Continuity Planning between international and domestic locations.
Conduct reconciliation between product owner & custodian system to ensure
& terminate any posting error & omission in books are updated in database &
who will be an asset to daily reports.
any business he works  Working with other divisions, including: Valuation Oversight Team, Product
Services, Operations, IT and Trading Divisions.
for.
Associate –Fidelity International (Gurgaon)
~ RAJ VERMA (SR
CONSULTANT)
Jan -2015 – July - 2017

 Prepare Profit & Loss reports, Weekly dashboard and analyse the error
Samar was fantastic at graph of various corrections with the respective team involved with
“ seeing the bigger

calculated P&L impact on product range.
Monitoring the SLA’s, KPI’s for the process, identifying improvement
picture for clients, areas and implementing adequate measures to maximize service
delivering real value delivery.
 Process, analyse and review all types of financial transactions of all
for their businesses
range of customers in entire Fidelity and make decisions on
which in turn helped appropriate financial treatment for transactions with published policies
our process to grow & and guidelines.
 Streamlining overall functioning of processes and ensuring complaint
streamline. resolution with adherence to deadlines.
 Assist in managing the regular preparation and submission of
~ NEERAJ KUMAR consolidated and non-consolidated reporting and disclosures.
(MANAGER)

Information Classification: General


SKILLS
Business Testing & Project Management
 Experience & Knowledge of
Robotic automation project
 Actively involved in blue prism testing and live implementation of automation
management experience
project and raise defects on QC wherever required.
(Blue Prism)
 Preparing Test Scripts and perform manual, regression and negative testing.
Technical knowledge of Blue
Prism infrastructure,  Preparing standard and procedural documents for the future reference.
Processes, Objects and  Conducting walk through sessions with the operation team and resolving the
Work queue management. various defect concerns.
 Liaison with various divisions internally for carrying out testing effectively.
 Understanding of Best  Providing UAT support for reconciliation of policy change.
practices of Solution design  Supporting testing roll-out & co-ordinating with production support team to
and code development. resolve BAU technical issue.
Technical knowledge for API  Handling service call with client for enhancement of tools & product line.
consumptions.

 Ability to liaise with senior Academic


level stakeholder 2012
representatives in a rational
and measured manner to
Bachelor Of Commerce
communicate project Jiwaji University.
progress, issues, risks and
Gwalior Institute of Technology Management (Gwalior).
solutions

 Experience in reviewing &


2014xxxxx
finalising fund activity.
Master of Business Administration
 Personable and confident to Jiwaji University.
handle senior stake holders
& client. I’ve completed my post-graduation in finance & marketing from
Prestige Institute of Management (Gwalior).
 An aptitude for problem
solving, with the ability to
take a logical route to the Achievements & Awards
source of an error
Good written skills with the
 Received the Performer of the Tax Year Award twice in 2016 & 2017.
ability to produce clear and
concise documentation  Won various internal quality awards.
 Received cross functional impact award in August 2016.
 Strong excel analysis skills  Star performer of the quarter September 2018.
with the ability to
demonstrate the application
transaction maintenance REFERENCES
rules to a given situation to
investigate any anomaly.
Neeraj Kumar Raj Verma
 Experience of using MCH State Street Corporation. Fidelity International
(multi-currency horizon).
IBM AS400, GBST Nkumar@statestreet.com Raj.Verma@fidelity.co.in
composer, Aladdin & +91 – 78937-78822 +91 – 98116-59049
Aladdin & another
operations application.

 Proven ability to lead a team


and to mentor junior
members of team.

 Experience using Business


Information databases to
analyse the performance of
the business.

Information Classification: General

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