Panchanan Gound
Senior Investment Operations Analyst | Global Investment & Wealth Management | AUM Oversight | Performance Attribution & Reporting | Process Automation | MBA
- Role
- Senior Analyst, Investment Operations & Performance Analytics at Morningstar
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Panchanan Gound
Investment decisions are only as reliable as the data, controls, and processes behind…
Experience
Senior Analyst, Investment Operations & Performance Analytics
Jan 2025 — Present · Navi Mumbai, IN
Own the global AUM oversight and portfolio reconciliation framework across US, UK, and South Africa portfolios, ensuring 100% accuracy, regulatory compliance, and audit readiness• Deliver end-to-end performance reporting, including performance, currency, and duration attribution, exposure analysis, liquidity monitoring, and portfolio drift insights for PM and Risk teams• Identify and resolve complex AUM data discrepancies across internal systems, Tableau dashboards, and raw data sources through deep root-cause analysis, restoring full reconciliation integrity without escalation• Re-engineered core operating workflows, reducing AUM processing cycle time by ~40% and improving scalability across multi-region portfolios• Optimized control frameworks to reduce manual account maintenance effort by ~60%, strengthening efficiency and governance• Built structured exception management systems, reducing manual interventions by ~30% while improving auditability, data quality, and turnaround time• Coordinate complex asset movement workflows (SIPs, SWPs, RMDs, transfers) with trading and custody teams, ensuring settlement accuracy and reporting alignment• Develop and maintain fund house exposure dashboards (Tableau), enabling senior stakeholders to assess concentration, liquidity, and portfolio risk effectively• Lead cross-region workflow migrations and documentation standardization, ensuring seamless knowledge transfer and consistent operational controls
Education
University of Mumbai
High School
2013 — 2015
University of Mumbai
M.com
2018 — 2020
Maharashtra SSC Board
Secondary School Certificate
2012 — 2013
PTVA’s Institute of Management
Master of Business Administration - MBA
2020 — 2023
Bhavans College
B.com
2015 — 2018
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