Edwine J Paul, CIPM®

Experience

• 

  State Street Syntel Services Pvt. Ltd.

  Dec 2012 - Aug 2016

  • Provided professional support to most sensitive and complex relationship through timely and accurate delivery of performance measurement reporting.• Collected and processed investment and accounting data and to ensure accuracy of data, investigate discrepancies, correct and confirm data.• Liaised with Consultants and Accounting to resolve any discrepancies in returns.• Monitored a team to ensure time-sensitive, high quality reporting.• Assisted other team members in resolving client issues and concerns.• Analyzing and verification of data with various financial and accounting reports like Trial balance, Forwards report, Cash statement, Income statement, Purchase and Sale report, etc. with the Performance report to ensure accurate performance reports are delivered to the clients• Coordinating with various internal teams to ensure the proper Flow of the accounting• Attribution analysis in terms of Asset Allocation and Stock Selection and to analyze the over and under performance of the fund• Prepare Monthly, Quarterly and Annual customized reports such as Industry level, Country level, Sector level and Performance reports • Finally to send the error free quality check report to the end client, representing the details of entire portfolio along with the portfolio returns and against with set benchmark which are used for performance presentation• Testing and verifying nature of error & recommending preventive measures to implement necessary controls by identifying the root cause of errors• Attend quarterly client meeting through calls and communicate with clients through emails• Review the SOP on a quarterly basis and get the Business Unit’s sign off in case of any procedural changes• Manage the team in absence of the Team Leader / Manager • Responsible for performance of my subordinate as a whole Show less

  • Senior Performance Analyst

    Apr 2015 - Aug 2016

  • Performance Analyst

    Dec 2013 - Mar 2015

  • Officer

    Dec 2012 - Nov 2013
• 

  BNY Mellon

  Aug 2016 - Apr 2020

  • Primary contact for 27 Canadian clients; managing client relationship for these clients related to GRS services and assist clients in the understanding and use of our Performance Measurement, Attribution, Risk Analytics, Universe comparison, Profiles report and Information delivery services• Collaborate with internal Performance, Accounting teams and various other Global partners to ensure accurate and timely performance client report deliverable are met• Resolve all Client escalation on a timely manner and suggest an action plan in order to avoid future negligence and translate all these issues into effective product solutions.• Initiate Service review meetings with the clients and cross-sell other GRS services whenever there is an opportunity• Attend and participate in client calls and communicate to internal teams to accomplish all the client requirements• Help Clients in building Composite structure based on Asset class and Quarterly report packages as per GIPS guidelines• Interact with Index vendor and coordinate with internal Index team to provide client requested Index details at Price/Value/Growth/Net/Constituent/Hedged level• Assist Client on signing an agreement with the Index Vendor for the requested Benchmark• Research and construct market commentaries for Canadian Financial Market Review and U.S. General Market review• Assist Onboarding team in setting up of client alias, new GRS products, online reporting tool access and submitting various forms to grant application access for the client• Review Client Invoice and to ensure right charges are applied to clients• Work with RFP & Pricing team and participate in marketing campaigns for a successful business win• Participated on Report enhancement project testing and partnered with Development and UAT team for the success of various projects• Responsible for training and performance of my Associates and also plays the role of SME for the team in resolving complex client queries Show less • Utilize professional investment knowledge to assist clients in the understanding and use of our Performance measurement, Attribution, Portfolio Risk analytics, Peer group Universe comparison, Profiles Characteristics report and information delivery services• Translate client investment issues into effective product solutions• Analyze client’s investment guidelines and risk compliance requirements in order to translate these into a comprehensive risk monitoring product• Support the identification and cultivation of expanded business potential with existing clients through regular client interaction• Translate the understanding of client’s investment issues into effective product solutions• Execute on-boarding of clients and to provide training on the Digitized Performance system• Help clients in providing solutions for front, middle and back office functions such as Performance, Risk Management and Attribution• Interact with Index vendor and coordinate with internal Index team to provide client requested Index details at Total/Net/Constituent level• Create customized reports based on the client requirement such as active share details and FX Counterparty Exposure Monitoring• Research and construct market commentaries for Canadian Financial Market Review and U.S. General Market review Show less

  • Consultant for Global Risk Solutions

    Jun 2019 - Apr 2020

  • Associate Consultant for Global Risk Solutions

    Aug 2016 - May 2019
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  State Street

  May 2020 - now

  • Senior Manager

    Apr 2023 - now

  • Manager

    May 2020 - Mar 2023