Dhara Mehta Nilesh

- Managed a lending portfolio exceeding $500 million across Securities Based Lending, Custom Lending, and Mortgage products, achieving a 99.2% portfolio performance within established risk appetite across multiple regulatory jurisdictions. - Established a Centre of Excellence for Hong Kong operations, standardizing methodologies which improved operational efficiency by 30% and reduced processing time by 25%. - Led digital transformation and automation initiatives, decreasing manual intervention by 40% and enabling real-time margin call strategies that reduced client exposure by 15% during volatile market conditions. - Drove cross-functional initiatives in collaboration with Front Office, Operations, and Technology, delivering $2 million in annual cost savings. - Built and managed a high-performing team of 5+ professionals, achieving a 95% retention rate and 100% promotion rate among top performers.

Maintained relational database of fund of fund portfolio from unstructured data that housed all of Venture Capital’s proprietary information. Implemented investment memorandum writing processes, industry research and performance reports as integral part of due diligence process. Analyzed financial statements and business models of direct investment portfolio. Actively monitored and evaluated portfolio through fund projections for various intervals. Conducted research on prescreening potential investment opportunities along with commentary. Assisted in benchmarking, analyzing historic investments of General Partners. Developed communications and presenting information of relevant industry developments. Assisted in preparing legal framework for business risk and also responsible for in house MIS. Managing team senior analysts and responsible for their performance and development. Reviewed team engagements and expert in project management. Assisted in organizing and overseeing assignments to drive operational excellence. Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements and evaluate progress toward goals. Recognized staff for contributions to success and foster engagement and increase productivity. Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service. Helped with planning schedules and delegating assignments to service demands. Established objectives to offer team members roadmap to help company achieve overall goals.

Assisted on preparation and review of Corporate Tax Returns including complex tax return. Prepared comprehensive technical documentation/memos that contain well-reasoned, supported, and clear conclusions. Conducted various Tax Technical Sessions (Knowledge Sharing). Demonstrated ability to successfully lead complex, milestone driven projects – including ability to work effectively across cross-functional teams. Mentored new joiners of team and been cross utilized in other clusters. Worked on Team MIS, Effective communication with on-Shore team and Indian Team.