Nivetha Selvaraju
Investment Banking | Wealth Management | Mutual Funds and Asset Management | Fund Accounting | Transfer Agency (TA) operations
- Role
- Intermediate Representative - Client Processing (Fund Administration) at BNY
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Nivetha Selvaraju
Finance Professional with 5+ years of experience and an MBA in Finance, specializing in…
Experience
Intermediate Representative - Client Processing (Fund Administration)
Jan 2023 — Present · Chennai, IN
Core Responsibilities & Expertise- Led the end-to-end administration of mutual fund accounts within the US Transfer Agency division, overseeing client transactions including subscriptions, redemptions, buybacks, exchanges, internal account transfers, and transfer of assets for mutual fund shareholders- Managed mutual fund settlements and processed client transactions across global markets, ensuring efficient execution and compliance with client specifications and regulatory requirements while meeting SLAs- Gained extensive experience in the US Retirement Services domain, with a strong understanding of various retirement plans, including 401(k), 403(b), 457 Qualified and Non-Qualified accounts (Traditional IRA, Roth IRA)- Assessed client needs based on price protection criteria, using daily asset rates in accordance with the Net Asset Value (NAV) to guarantee accurate pricing and alignment with client expectations.
Education
University of Madras
Master of Business Administration - MBA, Finance and Financial Management Services, Distance Education
Ethiraj College For Women
Bachelor's degree, Computer Science
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