Amaan Rizwan
Associate for UK/US funds at Fidelity International
- Role
- Associate at Fidelity International
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Amaan Rizwan
Investment Operations professional with experience managing UK and US fund transactions…
Experience
Associate
May 2024 — Present · Gurugram, IN
Manage UK funds by executing buy, sell, and switch transactions across mutual funds, ensuring optimal portfolio performance and risk management based on client instructions and market trends - Place and verify manual deals for equities, mutual funds, and CREST assets using Sonata and iKey; validate re-registration in/out across ISA, GIA, JISA, and SIPP- Investigate and resolve reconciliation breaks via the Oracle Reconciliation dashboard; perform daily/periodic reconciliations for equities and unit trusts across supported account types- Manage Jira dashboards to place/cancel deals in exception scenarios; track SLAs and reduce operational backlogs through prioritization and audit-ready documentation- Manage mailboxes; triage and resolve queries from plan managers, IFAs, and fund managers with clear communication and accurate case notes- Liaise with custodians to coordinate re-registration of US-based equities; ensure completeness of transfer paperwork and adherence to FCA, custodian requirements.
Education
VidyaTree Modern School
Business/Commerce, General
2009 — 2015
Integral University, Lucknow, Uttar Pradesh
Bachelor of Commerce (BCom) (Honors)
2015 — 2018
University of Lucknow
Master's degree (Bronze Medalist)
2018 — 2020
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