Summary
Overview
Work History
Education
Skills
Certification
Other Information
Timeline
Generic

Anjali Nair

Dublin

Summary

Senior Consultant with over 7 years of experience driving finance and risk transformation initiatives across top tier financial institutions. Proven ability to lead cross functional programmes and embed process improvements. Adept at stakeholder engagement, strategy development and delivering data driven solutions that enhance risk levels, operational efficiency and reporting accuracy. Passionate about enabling sustainable change through structured delivery and collaboration.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Consultant

Deloitte
05.2022 - Current
  • Lead the delivery of high impact regulatory and transformation workstreams for top tier Irish financial institutions, driving improvements in compliance, risk management, and operational effectiveness.
  • Collaborated with cross functional teams including risk, data governance, reporting, and IT to define business requirements, mitigate compliance gaps, and deliver actionable, ready solutions
  • Supported the development of future state operating models, transformation roadmaps, and service delivery strategies in collaboration with senior leadership and risk executives
  • Assessed needs for projects and made proposals to senior executives
  • Prioritized projects and project tasks depending upon key milestones and deadline dates
  • Evaluated customer needs and feedback to drive product and service improvements
  • Played an active role in business development, contributing to client proposals, RFP responses, and the creation of tailored engagement strategies to support firm's growth in the financial services sector
  • Provide ongoing coaching and mentorship to new joiners and junior team members, fostering a culture of knowledge sharing, collaboration, and continuous development across the team
  • Maintain strong stakeholder relationships and ensure quality assurance across key deliverables, enabling successful programme execution and long term client impact

Portfolio Construction Analyst

Davy
08.2021 - 05.2022
  • Responsible for management of discretionary client portfolios in conjunction with agreed client mandate and investment committee guidance.
  • Significant client portfolio analysis with strong focus on asset allocation, performance and risk drift.
  • Acting as a point of contact between the team and client advisers on all investment pitches & client issues.
  • Supporting senior management & portfolio managers through critical analysis of composition of funds through quantitative techniques.
  • Tracking portfolio performance & working closely with investment strategy team, investment selection teams to ensure that core portfolios deliver on their objectives.
  • Involved in various projects to help investors understand portfolio performance & implications of exit tax/ CGT & seek new ways of constructing portfolio & challenging investment ideas.

Stock Settlement Market Intern

Goodbody Stockbrokers
06.2021 - 08.2021
  • Was hired as a part of the Graduate Programme.
  • Timely and accurate capture and monitor of all transactions in the Risk Management Systems.
  • Ensured all tasks performed were compliant with relevant policies and procedures.
  • Provided timely and robust settlement service & high-quality service to internal and external customers.
  • Challenged traditional ways of working and actively drove change where appropriate.
  • Recognized and recorded SLA breaches against outsourced providers as they occurred.

Product Controller

Morgan Stanley
06.2017 - 08.2020
  • Managed multiple commodity derivatives portfolios valued at over $100M, supporting the EMEA trading desk with financial analysis, risk oversight, and process enhancements.
  • Performed trade validation and escalation procedures to address booking errors, accounting discrepancies, and reporting issues, ensuring accurate daily P&L and balance sheet representation.
  • Analyzed liquidity, portfolio trends, and performance drivers to support front office decision-making and improve transparency in reporting.
  • Collaborated cross-functionally with Sales & Trading, Technology, Operations, Compliance, and Audit teams to ensure portfolio performance aligned with regulatory and strategic objectives.
  • Delivered strategic insights to senior management on risk exposure, model approvals for new trades, and opportunities to strengthen the control environment.
  • Conducted financial and qualitative research to support product and portfolio reviews, enabling data-driven discussions with the desk on business improvement opportunities.
  • Led the implementation of process enhancements using agile methodologies—identifying workflow inefficiencies, introducing new products, and optimising end-to-end trade lifecycle processes.

Education

Masters of Science (Finance) -

UCD Michael Smurfit Graduate Business School
08.2021

Postgraduation in Management Studies (Finance) -

SIES College of Management Studies
04.2017

Bachelor of Commerce (Financial Markets) -

University of Mumbai
04.2015

Skills

  • Financial & Strategic Planning
  • Business Analysis
  • Finance Transformation
  • Risk Management
  • Financial Research
  • Financial Reporting
  • Forecasting
  • Process Efficiency
  • Change Management
  • Operational Excellence
  • Business transformation

Certification

  • Lean Six Sigma Green Belt
  • Accredited Product Advisor - Savings & Investments, Regulations, Pensions & Life Assurance from Institute of Banking (Ireland)

Other Information

  • Headed the Finance & Sponsorship at Irish Product Management Group UCD to bring in strategic sponsorships for committee events.
  • Worked with UCD Student Managed Fund as an Equity Analyst drafting investment thesis and presenting pitchbooks to clients supporting buy/sell stock recommendations for a particular sector.
  • Worked as an Admin Executive with a Senior Citizen NGO in Mumbai to help with budgeting and cash flow management.

Timeline

Senior Consultant

Deloitte
05.2022 - Current

Portfolio Construction Analyst

Davy
08.2021 - 05.2022

Stock Settlement Market Intern

Goodbody Stockbrokers
06.2021 - 08.2021

Product Controller

Morgan Stanley
06.2017 - 08.2020

Masters of Science (Finance) -

UCD Michael Smurfit Graduate Business School

Postgraduation in Management Studies (Finance) -

SIES College of Management Studies

Bachelor of Commerce (Financial Markets) -

University of Mumbai

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