Pratikkumar Ojha

About Pratikkumar Ojha

I began my career journey while completing my undergraduate studies, gaining hands-on experience at a Chartered Accountant (CA) firm for 7 months. For past 4 years, I have served as a Senior Associate at SS & C Technologies Holdings Inc, where I have developed a strong understanding of the operations of large asset management firms. • Throughout my tenure at SS & C Technologies, I have worked across multiple departments as per organizational requirements, gaining comprehensive knowledge of each function within the Transfer Agency. My experience spans core processes, which has allowed me to develop a well-rounded skill set in fund operations, reconciliation, and client services. • Analyzing market trends and providing valuable insights into financial instruments. I specialize in evaluating equities, derivatives, and complex investment products, applying both technical analysis and fundamental research to inform investment strategies. • Over the past five years, I have continuously studied financial markets, focusing on the factors that influence price movements, particularly in the equities market. I have gained a strong understanding of derivatives, and the discretionary nature of equities trading, and have refined my ability to conduct in- depth financial research and analysis to support decision-making processes

Experience

1. Senior Associate - Financial Services Operations(Uk)

   SS&C Technologies

   Oct 2021 — Present · Navi Mumbai, IN

   Execute Daily Operations: Process a broad range of portfolio activities (trades, fees, corporate actions, FX) with accuracy and timeliness, aligning with SS & C’s global transfer agency standards2. Perform Payment Reconciliation & Accuracy Tasks: Match payments to invoices and client accounts, investigate discrepancies and coordinate with internal stakeholders or custodians for resolution.3. Manage Client Instructions & Escalations:Handle routine to high-value transactions, ensuring SLA compliance and maintaining strong client relationships. Escalate sensitive or complex issues as needed.4. Oversee Payment Reissues: Manage requests for payment, adjustments, or reissues while maintaining documentation, compliance, and prompt resolution.5. Contribute to Process Documentation & Improvement:Aid in developing and refining SOPs and process flows, identifying process gaps and recommending enhancements to drive efficiency and compliance.6. Implement Risk Controls:Support operational risk identification and assist in deploying mitigation strategies to reinforce controls and service quality.7. Leverage Industry Tools & Technologies:Utilize systems such as Recon, FSU, Risk Online (RON), Alfresco, and Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) for reconciliations, error tracking, reporting, and documentation.8. Demonstrate Adaptability & Initiative:Support multiple departments within the Transfer Agency framework, handling ad-hoc projects and cross-functional tasks under pressure while maintaining service excellence.9. Primary Client Contact & Escalation Lead:Served as a trusted point of escalation for complex client service issues, guiding teams to ensure timely resolution and root cause analysis10. Service Delivery Oversight & KPI Compliance:Ensured that client interactions and deliverables aligned with SLAs, KPIs, and contractual obligations by managing periodic service reviews and feedback

Education

• Dayanand Vedic Vidyalaya

  Secondary School Certificate, English Language and Literature/Letters

• VPM's R Z Shah college

  Higher Secondary School Certificate, International Business/Trade/Commerce

• Ramanand Arya D A V College

  Bachelor of Management Studies, Finance and Financial Management Services