Spoorthi Umapathi

Client Reporting process is responsible for assuring that Morgan Stanley's Wealth Management clients receive industry leading documents matching or exceeding regulatory requirements with. We collaborates with multiple stakeholders across the firm to continuously refine our offering, improving the client experience while focusing on creating operational efficiencies.

EIM Enterprise Information Management Group at State Street Global Advisors (SSGA). Responsibilities include Product reference data management, publishing factsheets, deals with vendor data management for updating periodic, static and dynamic data on SPDR website managed by SSGA client reports, and resolving the issues raised by the marketing team.

Worked as a senior financial Analyst in the Asset Data Servicing section of Northern Trust with a responsibility to investigate and resolve issues relating to financial instruments within our internal systems. I was required to use multiple vendors to source the correct financial information such as Bloomberg, IDS, Crest, Reuters and many more.