Lakshmi Narayana K

Business Analyst @Northern Trust

US

Facilitated stakeholder interviews and led cross-functional workshops with investment, private banking, and custodian service teams to elicit and refine business requirements, ensuring alignment with high-net-worth client needs. • Engineered and documented Business Requirement Documents (BRDs), Functional Specifications, and workflow diagrams to drive the development of a centralized client portfolio dashboard across wealth and asset management units. • Integrated Salesforce CRM with Power BI to optimize portfolio management workflows, improving client engagement visibility and increasing relationship manager efficiency by 30%. • Collaborated with data science and financial modeling teams to implement AI-powered forecasting tools for investment risk and return analysis, improving predictive accuracy by 40%. • Authored and enforced data validation and compliance requirements aligned with SEC, FINRA, and Federal Reserve regulations, ensuring auditable and regulatory-ready outputs across all client and portfolio reports. • Directed User Acceptance Testing (UAT) by designing test cases, conducting training sessions, and collecting feedback from wealth managers and risk analysts, leading to a 25% increase in user adoption and satisfaction post-implementation. • Developed and maintained interactive Power BI dashboards providing real-time insights into asset allocation, portfolio performance, benchmark comparison, and risk exposure for both internal stakeholders and client-facing teams. • Automated end-to-end financial data reconciliation processes using SQL and Python, reducing manual reconciliation time by 40%, enhancing data accuracy, and enabling timely investment decisions.