Riddhi Ajmera
Singapore
Summary
Experienced finance professional with expertise in client management, reporting automation, and data analysis. Proficient in tools like MicroStrategy and Salesforce, delivering high-quality reports and tailored solutions to global institutional investors. Successfully managed EMEAI client relationships, optimized inquiry resolution, and boosted tool utilization by 40%. Adept at cross-functional collaboration and business development, ensuring client satisfaction and operational efficiency.
Overview
9
9
years of professional experience
Work History
Associate, Client Product & Solutions
Apollo Global
07.2020 - 09.2022
- Designed automated risk reporting solutions using MicroStrategy, reducing manual effort and boosting operational efficiency by 25%.
- Partnered with cross-functional teams to define reporting requirements and integrate real-time data validation for enhanced accuracy.
- Developed and distributed detailed monthly reports on 12 Credit and Yield products, driving insights into market trends and performance.
- Served as the primary client contact for investors like JP Morgan, JANA, Sumitomo Group and Mizuho Securities, delivering timely updates on market and financial performance.
Analyst/ Associate, Client Service Specialist
MSCI Inc.
08.2015 - 07.2020
- Managed relationships with approximately 30 broker-dealers, asset managers, and stock exchanges in the EMEAI region, ensuring high client satisfaction.
- Provided expert guidance on corporate events to prominent clients, including Barclays, HSBC, UBS, and Cantor Fitzgerald.
- Maintained detailed and accurate client activity records in Salesforce, ensuring consistent quality and data integrity.
- Optimized inquiry resolution time to under one day, significantly enhancing client responsiveness and satisfaction.
- Collaborated cross-functionally to improve client proficiency with MSCI's data and tools, increasing utilization and comprehension by approximately 40%.
Team Member, Asset Management
J.P. Morgan Chase
10.2013 - 04.2015
- Oversaw end-to-end responsibility for daily and critical reports, ensuring accuracy and timeliness.
- Accurately maintained data for over 200 financial products, including Equity, Fixed Income, and Mutual Funds, across 12+ consultants.
- Supported process improvement initiatives to enhance reporting accuracy and efficiency.
- Produced and delivered standard monthly and quarterly investment performance reports to institutional investors and asset management funds worldwide, while also preparing tailored reports for RFP pre-sales requests to meet specific client needs.
Education
Master of Business Administration -
University Canada West
09-2023
Bachelor of Accounting and Finance -
University of Mumbai
04-2013
Skills
- Skills: Tableau (Beginner), CRM (Salesforce), Product reporting, Pitch Book development, Process Automation
- Certificates: Salesforce customer service incident management basics, Salesforce audience segmentation
- Languages: Proficient at English, Hindi and Gujarati
- Achievements: Received the Quarterly Team Recognition award for teams exceeding expectations at MSCI Inc, Organized training sessions for HSBC India trade desk clients on Index methodology at MSCI Inc, Twice awarded the monthly Team Member award for efficiently managing deliverables at JP Morgan Chase
Timeline
Associate, Client Product & Solutions
Apollo Global
07.2020 - 09.2022
Analyst/ Associate, Client Service Specialist
MSCI Inc.
08.2015 - 07.2020
Team Member, Asset Management
J.P. Morgan Chase
10.2013 - 04.2015
Master of Business Administration -
University Canada West
Bachelor of Accounting and Finance -
University of Mumbai
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