Monisha Jain
Finance Associate at State Street (AIS – Custody Billing) Hands-on Client Billing & Invoicing.
- Role
- Finance Associate at State Street
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Monisha Jain
Hi, I’m Monisha — currently working at State Street as a Finance Associate in the Alternate Investment Systems (AIS) – Custody Billing team. I support the billing process for over 70 institutional clients, ensuring accuracy in invoice generation, trade and asset reconciliation, and client-specific reporting. With Excel as my daily companion, I’ve developed a sharp eye for detail and a solid understanding of how financial operations work at scale.What excites me most is learning how every process connects — from data to billing to client relationships. I enjoy working behind the scenes to make things efficient, accurate, and client-ready. This internship has helped me build discipline, adaptability, and confidence in handling real-world financial systems.Beyond work, I’m always eager to explore ideas, collaborate with new people, and learn through conversation and experience. If you\'re someone who values precision, processes, and people — let’s connect!
Experience
Finance Associate
Feb 2025 — Present · Bengaluru, IN
Finance Associate – Alternate Investment Systems (Custody Billing)State Street | Full-time Internship | Feb 2025 – PresentWorking in the Alternate Investment Systems (AIS) team with a focus on Custody Billing for institutional clients.Gained hands-on exposure to billing operations, involving preparation and review of client invoices based on asset custody, trading activity, holdings, and account maintenance agreements.Processed and reviewed over 70+ client accounts, ensuring accurate fee calculations and compliance with client-specific billing terms (monthly, quarterly, etc.).Collaborated with internal stakeholders to validate trade data, asset reports, and holdings before generating final invoices.Developed strong proficiency in Microsoft Excel, leveraging it for reconciliations, data tracking, and quality checks to maintain billing accuracy.Contributed to delivering timely, error-free billing that supports State Street\'s commitment to operational excellence and client satisfaction.
Education
Jain (Deemed-to-be University)
Bachelor of Commerce - BCom, General management
Christ University, Bangalore
Pu, Business, Management, Marketing, and Related Support Services
Baldwin Girls' High School
Business/Commerce, General
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