Utsav Kesharwani

About Utsav Kesharwani

I am a Finance and Investment Operations professional with hands-on experience across UK asset management, regulatory reporting, financial analysis, and data analytics. Currently working as an Analyst at Northern Trust, I support institutional clients with MiFID II transaction reporting, portfolio rebalancing, cash & FX operations, and NAV-related processes.I have worked extensively in deadline-driven, high-risk environments, ensuring regulatory accuracy, operational controls, and data integrity while coordinating with Fund Accounting and internal stakeholders. My role demands strong attention to detail, analytical thinking, and a control-focused mindset.Alongside operations, I bring a strong foundation in financial analysis, risk assessment, and market research, supported by an MBA in Finance and internships in data analytics, financial research, and capital markets. I have experience translating complex data into actionable insights and clear reports for decision-making.I am now seeking opportunities in Investment Operations, Financial Analysis, Risk & Control, Asset Management, or Custody Services, where I can continue to grow and add value in global financial environments. Open to India | UK | Global | Remote roles

Experience

1. Analyst

   Northern Trust

   Jan 2025 — Present · Pune, IN

   Manage MiFID II transaction reporting for UK regulators, ensuring timely, accurate, and compliant submissions in line with regulatory standards.•Execute cash management and FX operations across multi-currency accounts, supporting liquidity requirements for UK institutional clients.•Perform portfolio rebalancing, allocations, and liquidations for UK pension funds (Fund of Funds), strictly adhering to client mandates and investment guidelines.•Generate and execute trades based on daily fund cash flows, coordinating closely with Fund Accounting teams to ensure accurate NAV calculations and reconciliations.•Support trade settlements and post-trade processing, ensuring smooth lifecycle management and issue resolution.•Maintain strong operational risk and control frameworks, ensuring data integrity, audit readiness, and regulatory compliance.•Work in a high-volume, deadline-driven environment, balancing accuracy, controls, and client service expectations.

Education

• Savitribai Phule Pune University

  Master of Business Administration - MBA, Finance

  2022 — 2024

• St. aloysius College, Jabalpur

  Bachelor of Commerce - BCom, Tax Law/Taxation

  2018 — 2021