Satyam Wakchaure
Operations Associate – Asset Transition | US Brokerage Back-Office | Tax Reporting & 1099-B Compliance | Cost Basis & Trade Reconciliation | Excel & Automation | MBA Operations
- Role
- Operations Associate Asset Transition at Genpact
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Satyam Wakchaure
I am an Lead Operations Associate – Asset Transition with 4 years of experience in U.S…
Experience
Operations Associate Asset Transition
Oct 2025 — Present · Bengaluru, IN
Manage back-office functions related to asset transitions including inbound, outbound, and cost basis reporting.• Handle custody and accounting of securities and asset transfers with brokers, fund managers, and custodians.• Perform tax lot adjustments, rebooking of failed trades, and resolve exceptions in accounting & custody books.• Ensure compliance with internal risk & control frameworks and support internal and external audits.• Address onshore queries and collaborate with global stakeholders to maintain process efficiency.• Maintain accurate documentation for business transitions and asset transfer processes.• Utilize tools such as MS Excel and applications like Advantage, Trust Desk, and Global Plus for process execution.• Continuously identify process improvements to optimize efficiency and accuracy in asset management operations.
Education
Pune University
Master of Business Administration - MBA, Operations management and Supply Chain Management
Akole Taluka Education Societys Arts, Commerce & Dadasaheb Rupwate Science College
Bachelor of Commerce - BCom, Accounting and Finance
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