Yash Ankleshwariya

About Yash Ankleshwariya

From a Xerox shop owner\'s son to Associate Manager in Global Financial Services — precision has always been in my DNA. Growing up watching my father run every job with exactness, I learned early that details define outcomes. That mindset found its perfect home in financial data operations — where one wrong number can impact millions in fund valuations. Over 7+ years across Citi and Formidium, I\'ve built deep expertise in NAV Reporting, Corporate Actions, Fund Accounting, and Reference Data Management — managing end-to-end pricing and reporting for 15+ Hedge Fund and institutional clients across Equities, Fixed Income, and Derivatives using Bloomberg Terminal, Reuters Eikon, and IDS. Beyond operations, I\'m a builder. At Citi, I automated Crypto Market Surveillance workflows and eliminated ~40% of manual touchpoints — saving the team ~8 hours every week. Today at Formidium, I lead a team of 4 analysts, manage client relationships, and drive automation and migration projects while keeping data integrity at the core. I combine deep Asset Management domain knowledge with a process-improvement mindset. I don\'t just manage workflows — I make them smarter. Open to connecting with professionals in Fund Accounting, Financial Data, and FinTech. a••••••••@gmail.com

Experience

1. Associate Manager

   Formidium

   Jul 2024 — Present

   Review and finalize daily & monthly NAV for 15+ fund clients, identifying and resolving data breaks to ensure accuracy and compliance• Supervise and mentor a team of 4 associates, delegating tasks, managing daily deadlines, and providing analytical guidance• Liaise directly with clients via email and scheduled calls to resolve market data queries, pricing exceptions, and reporting breaks within SLA• Review and approve audit support documentation sent to fund auditors; ensure all market data exceptions are tracked and closed within deadlines• Lead automation and migration projects, improving process efficiency and ensuring seamless implementation across the team• Administer user access controls and data security compliance for clients, investors, and internal teams, ensuring zero unauthorized access incidents• Ensure adherence to checklists and SOPs for market data processes, maintaining operational integrity and regulatory compliance

Education

• Navnirman Institute of Management

  Bachelor of Business Administration - BBA, Finance, General

  2014 — 2017

• IIEBM, INDUS BUSINESS SCHOOL

  PGDM, Finance

  2017 — 2019