Preet Malhotra

Investment Operations Analyst @FNZ

Edinburgh, GB

contributing to the operational integrity and client service delivery for key institutional clients, including Aviva and Vanguard, on FNZ\'s leading global wealth platform. Gaining hands-on experience at the intersection of finance, client operations, and technology within a dynamic FinTech environment.Perform daily matching and reconciliation of transactions, utilizing Excel and SQL to enhance efficiency and ensure high levels of data accuracy in operational workflows.Produce accurate end-of-day (EOD) reports specifically for Aviva, consistently meeting strict daily deadlines and fulfilling critical client reporting requirements.Successfully managed a surge in case volume for Vanguard, rapidly learning and applying diverse operational processes including:Utilizing ORIGO for efficient electronic transfers.Processing new client cases, including customer due diligence checks.Handling complex re-registration/in-specie transfers and residual asset settlements.Utilize FNZ\'s proprietary platform technology daily and gained exposure to Robotic Process Automation (RPA) concepts and their application within financial operations.Actively applying analytical and problem-solving skills while deepening expertise in wealth management operations and FinTech applications, complementing my ongoing ACCA studies.