Surjeet Kumar

I am currently open to new opportunities in Investment Banking Operations, Securities Services, and Financial Operations.

With 10+ years of experience in mutual fund operations, alternative investments, and client onboarding (AML/KYC), I bring strong expertise in trade lifecycle management, reconciliation, and process improvement. In my current role as Assistant Manager, I’ve led cross-functional teams, managed critical client deliverables, and successfully driven business migration and onboarding projects.

I’m particularly interested in roles involving operations leadership, project management, and process optimization within financial services