Rutuja Kunkulol

Senior Analyst - Portfolio Data and Performance @Goldman Sachs

Executed operational processes supporting stakeholders across the firm\'s global offices using performance methodologies & calculations in the PWM systems, including time-weighted return, internal rate of return & investment result performance reporting • Led backlog remediation by reconciling 3 years of transactions, implementing a structured categorization process, setting KPI and KRI for preventing future discrepancies to enhance transaction flows for performance.• Monitored & validated portfolio performance by analyzing data, identifying discrepancies, & reconciling transactions, ensuring accurate reporting, minimizing inconsistencies, and enhancing financial data integrity.• Delivered clear, structured written & verbal analysis, enabling stakeholders to effectively communicate financial data & metrics to clients.• Developed Alteryx canvas automating transaction reconciliation, reducing manual processing time by 40% improving client reporting.• Facilitated account operations by managing fundings, withdrawals, & external attribute updates using ServiceNow and Keystone services ensuring accurate execution & seamless investment transactions for portfolio managers