Prasad Bhandarkar
Analyst at Northern Trust | Asset Servicing | Wealth Management Client Transition | MBA Finance
- Role
- Analyst i at Northern Trust
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Prasad Bhandarkar
Wealth Management Asset Transition Professional at Northern Trust, specializing in…
Experience
Analyst i
Jan 2025 — Present · Pune, IN
Manage asset transfers, including DTC, FED Assets, Mutual Funds (MFO & MFB\'s), Exchange Traded Funds (ETF\'s), Cash, Trusts Accounts, Agency and IRA accounts, to successor custodian bank within the Wealth Management Distribution team.Perform day-one responsibilities adhering to SLA\'s, including routing PITS, FITS, fees, taxes, and investment modules while reviewing client accounts.Coordinate with front office and admin teams, internal teams, successor custodian bank for clarifications and ensure accurate documentation.Initiate and manage asset transfer processes using NT\'s platforms such as Trade App, APPIAN, ACATS Transfer, and Web Cash Management.Ensure successful completion and sign-off of the account transfer process.
Education
North Maharashtra University
Bachelor of Commerce - BCom, Accounting and Finance
Savitribai Phule Pune University
Master of Business Administration - MBA, Financial Management
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