Hari Krishnan
OPERATIONS ANALYST @ BNY | KYC/AML | RPA | Account Transfers | MBA - Finance & Marketing | Investment Banking | Power BI | Power Query | Ul Path | Alteryx | SQL
- Role
- Intermediate Representative at BNY
- Location
- Chennai, IN
- LinkedIn followers
- 500 followers
About Hari Krishnan
Operations Analyst with 4 years of hands-on experience in Investment Banking Operations…
Experience
Intermediate Representative
Aug 2021 — Present · Chennai, IN
Overview:Contributing to U.S-based investment operations with a specialization in account lifecycle management, cash processing, KYC compliance, reporting, and RPA-based process automation. Collaborate with cross-functional teams to drive operational accuracy, client satisfaction, and data-driven efficiency.Key Responsibilities:Managed onboarding for retail and retirement investment accounts, ensuring KYC and AML compliance per regulatory standards.Processed ACAT and Non-ACAT account transfers (internal, incoming, outgoing) across broker-dealers (IBDs).Handled ACH instructions such as deposits, withdrawals, RMDs, and PayIncome based on client-authorized forms.Executed account maintenance updates: address changes, SSN/Tax ID corrections, trustee/beneficiary edits, and POA setups.Maintained and audited internal records and process trackers to support data integrity and compliance.Served as an escalation point for U.S. operations teams and coordinated process clarifications and updates.Data Analysis & Reporting:Produced operational reports (SOD/EOD, CRS, Asset Mark QC, Model Change) supporting business reviews and compliance.Delivered monthly performance scorecards and conducted Root Cause Analysis (RCA) for quality improvements.Process Automation & Improvements:Designed and deployed RPA workflows with UiPath, reducing manual processing times by 25–30%.Built real-time dashboards in Power BI, replacing manual EOD reports and saving 2+ hours daily.Automated team work allocation using Power Query, improving visibility and reducing errors.Used Alteryx to transform RCA reporting into automated, visual performance metrics—cutting processing time by over 90%.Training & Team Enablement:Conducted internal training and SOP standardization to align cross-shift processes and ensure audit readiness.Acted as a key knowledge resource for onboarding new analysts and supporting operational continuity.
Education
VELS University
Bachelor of Commerce - BCom
2016 — 2019
Vel Tech Rangarajan Dr. Sagunthala R & D Institute of Science & Technology, Chennai
Master of Business Administration - MBA
2019 — 2021
Institute of Chartered Accountants of India
CA foundation
2016 — 2016
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