Our focus is simple: to understand and meet the evolving needs of our clients, and to drive meaningful change when they require it.
Every member of the team works closely with clients, their advisors and our Investment Operations colleagues to ensure processes run smoothly, responsibilities are clear, and support is always responsive.
Our aim is to provide the expertise, collaboration and reliability our clients depend on, every day.
Meet our
Performance and Reporting Analyst
, Shyam Udaya
Shyam is responsible for producing accurate and timely fund performance reports and factsheets, including conducting detailed benchmark and performance checks. He works closely with fund managers and third-party data providers to ensure the timely receipt of data, investigate discrepancies, and respond to client queries. He also manages the implementation of fund updates and ensures these changes are reflected across reporting outputs, while supporting the team with specific client deliverables.