Jessan P Thomas
Investment Operations Analyst | Portfolio & Data Management | Pricing & Valuation | Aladdin | Reconciliation | SQL | Financial Reporting | Asset & Wealth Management
- Role
- Associate Ii Bpm - Asset Management at UST
- Location
- Kochi, KL, IN
- LinkedIn followers
- 500 followers
About Jessan P Thomas
I am an Investment Operations and Data Management professional with hands-on experience in Asset Management, Portfolio Operations, Pricing/Valuation, and Reconciliation across global financial services environments.At UST Global, I support mandate creation, portfolio onboarding, data validation, benchmark linking, and operational control using platforms such as Aladdin and JIRAI’ve also authored multiple SOPs and led knowledge transition initiatives, ensuring seamless process continuity and accuracy.Previously at Envestnet, I managed daily cash & security reconciliation, portfolio performance tracking, corporate actions, and monthly/quarterly management reporting. I worked closely with US counterparts, contributed to process improvements, and ensured high-quality client deliverables.With exposure across pricing operations, instrument data, portfolio accounting, and market research, I bring strong analytical skills supported by SQL, Excel, Power BI, and data quality frameworks. Along the way, I’ve earned awards for consistent performance and for going the extra mile.I’m passionate about investment operations, data governance, and financial analytics, and I aim to contribute to organizations seeking precision, process ownership, and operational excellence.If you\'re looking for someone who brings ownership, accuracy, and analytical strength to Investment/Asset Management operations — let\'s connect.
Experience
Associate Ii Bpm - Asset Management
Jul 2024 — Present · Kochi, IN
Create Mandate and portfolio in Business Data Management and Aladdin • Review Global Onboarding Template Mandate structure and work closely with the onboarding case managers. • Making changes to a portfolio in Aladdin software. • Linking benchmark to respective portfolio • Mandate Tracking the progress in JIRA • Checking notification that BOT have loaded files successfully using blue prism
Education
ST THOMAS COLLEGE OF ARTS AND SCIENCE
Bachelor of Commerce - BCom, Business/Commerce, General
2014 — 2017
Marian College, Kuttikanam P.O. Peermade- 685 531
Master of Business Administration - MBA, Finance and International Business
2019 — 2021
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