Neha Singh

I am a dynamic finance professional with over six years of experience across private equity, hedge funds, banking, and investment compliance. Throughout my career, I have developed a strong foundation in performance reporting, reconciliation, portfolio monitoring, and client advisory, combining both analytical precision and a solutions-driven approach. My professional journey has allowed me to work with leading organizations such as Cognizant, ICICI Bank, and K-Fintech, where I gained hands-on expertise in capital activities, trade bookings, risk assessment, and investment monitoring.

At Cognizant, I served as a Senior Process Executive – Data, where I specialized in private equity and hedge fund reporting, capital call coordination, and compliance monitoring for a top investment bank. My role involved tracking daily portfolio breaches, preparing marketing and performance presentations, and ensuring regulatory alignment—all of which required accuracy, timeliness, and stakeholder collaboration. Prior to this, as a Privilege Banker with ICICI Bank, I managed HNI, NRI, and resident client portfolios, gaining deep exposure to banking products, mutual funds, and investment solutions. My earlier role at K-Fintech further sharpened my skills in trade bookings, margining, client advisory, and global market analysis.

I hold an MBA in Financial Markets and certifications in Wealth Management, Investment & Portfolio Management, and Fundamental & Technical Analysis. Additionally, I am AMFI and IRDA certified, which enhances my ability to deliver end-to-end financial solutions. Alongside my finance expertise, I am proficient in Advanced Excel, SQL, and Power BI, enabling me to build dashboards, analyze trends, and present actionable insights for informed decision-making.

Beyond corporate roles, I am passionate about offering freelance services that help businesses and individuals manage their financial reporting, compliance, and data analysis needs more effectively. Whether it’s designing a custom dashboard, preparing detailed performance reports, or ensuring accurate investment compliance, I bring professionalism, reliability, and results to every project.

Recognized with multiple awards for accuracy and commitment, I believe in combining technical skills with a client-focused approach. My aim is to simplify complex financial data, provide clarity, and create value that supports both strategic goals and operational efficiency.