Associate Operations Analyst

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Kevin Marsh

Associate Operations Analyst


  • Business domain knowledge on fixed incomes,equities,funds,options,etc.
  • Familiarity with Investment research and data vendors(e.g., Bloomerg,  Reuters,Morningstar Direct and IDC)
  • Practical knoweldge of MS Office products suites and working knoweldge of Excel macros
  • Sound knowledge of middle and back office work in typical Asset Management firm.


  • MS Office suites
  • Tally ERP 9

Work Experience

Associate Operations Analyst

Envestnet Asset Management (I) Pvt. Ltd


  • Research and performing methodology used to validate various security types;equities,fixed income,fund security types and derivative instruments in security master.

  • Maintaining data integrity between reference and all other downstream to ensure that there are no breaks.

  • MIS reporting on daily/weekly/monthly basis-as required.

  • Performing daily audit of security prices.


MBA ( Finance & Marketing )

San Jose State University

Aug 2017

67.5 %

Northeastern University

Mar 2015



Arizona State University

Mar 2012



University of South Florida

Mar 2010



Post Refinitiv Switching of Securities in UMPi

Associate Analyst

Jun 2019

  • Verifying Refinitiv data feeds of active securities after switching of securities from IDC.
  • Validation and updation of securities data feeds in compare with Morningstar Direct and Bloomberg.
  • Raising and reporting of Bug ticket.


  • English
  • French
  • Arabic
  • German

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