Manthan Palkar
Middle Office Associate | Reference Data & Trade Operations | Financial Services Specialist | Expertise in Transfer Agency & Asset Management
- Role
- Associate at Morgan Stanley
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Manthan Palkar
Experienced finance professional transitioning from transfer agency operations to a focused role in middle-office services. Currently serving as Middle Office - Associate 2 at State Street, I specialize in reference data management, trade support, and securities approval. My responsibilities include managing ISIN allocation, asset modifications, and trade validations for global financial markets, ensuring operational efficiency and compliance with regulatory standards.Previously, as a Senior Associate at SS & C Fintech Services, I developed expertise in transfer agency operations, including managing fund transactions, processing investor deals for Asset Management Companies, and ensuring accurate client reporting. I was instrumental in delivering seamless operations, adhering to SLA commitments, and building strong client relationships.Core Skills & Competencies:Middle Office Operations: Reference Data, Trade Validation, and Securities ApprovalTransfer Agency Expertise: Transaction Processing and Investor ServicesGlobal Markets Experience: Equity, Fixed Income, and Derivatives ProcessingClient Communication & Risk MitigationSystems Proficiency: Bloomberg, IDC, Asset Control, MCH, and RKSDriven by a commitment to excellence, I leverage my diverse experience to bridge operational gaps and provide robust solutions. My goal is to support seamless financial operations while enhancing client satisfaction and operational performance.
Experience
Associate
Jan 2026 — Present
Education
Lala Lajpatrai College of Commerce And Economics Lajpatrai Marg Mahalaxmi Haji Ali Mumbai 400 034
HSC, Business/Commerce, General
2013 — 2015
SHEILA RAHEJA SCHOOL OF BUSINESS MANAGEMENT AND RESEARCH, MUMBAI SUBURBAN
Master of Business Administration - MBA
2019 — 2021
Sydenham Institute of Management Studies, Research and Entrepreneurship Education (SIMSREE)
Bachelor's degree, Banking and Insurance
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