Smriti Negi
Settlement|| Trade life cycle ||Swift message||Ex BNY Mellon||Apex fund services|| KYC|| Subscription & Redemption||Transfer agent|
- Role
- Associate at Apex Group Ltd
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Smriti Negi
I am a proactive and achievement-oriented professional offering over 3 years of experience in Finance Operations with a strong focus on Trade Financing and Settlement with skills in supervised entire Trade Lifecycle of Financial Market as a Client Processor in BNY Mellon, performed complex operational tasks, communicated with counter party via Swift message. Previously associated with Apex Fund Service as Associate and managing high volume of trades for offshore and onshore clients which included redemption, subscription, transfer and switch, ensured timely and accurate execution. I am a forward thinking person with proficiency in streamlining Trade Booking Process as a Transfer Agent for Apex Fund Services within the Canada Dealing Team, implemented automated systems, reduced manual errors and improved overall efficiency
Experience
Associate
Jan 2023 — Present · Pune, IN
Education
Lovely Professional University
Bachelor of Science - BS
Lovely Professional University
BSc - Bachelor of Science
2014 — 2018
Lovely Professional University
Master of Business Administration - MBA
2018 — 2020
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