Palak M
Process Lead at Fidelity International | Gurgaon, Haryana, India
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Palak M. is a seasoned professional with a decade of experience in the dynamic field of Foreign Exchange, currently serving as a Process Specialist at Fidelity International within the Fund Accounting domain. In her role, Palak is instrumental in transitioning the Cash & Control processes from the UK, ensuring a seamless integration that enhances operational efficiency and compliance. Her expertise in risk management and financial reporting allows her to prepare comprehensive reports for institutional funds, meticulously reflecting the calculation of dividends and taxes, which is critical for maintaining transparency and accuracy in fund operations.
Palak's responsibilities extend to reconciling the daily cash of institutional funds, where her keen analytical skills come into play. She diligently reviews and processes daily foreign exchange transactions, security trades, and cash flows for assigned funds, ensuring that all financial activities are accurately captured and reported. Her proficiency in tools like Tableau enables her to visualize complex data sets, facilitating informed decision-making and strategic planning.
In addition to her technical skills, Palak is adept at analyzing and deriving solutions to settle daily discrepancies, showcasing her problem-solving capabilities in a fast-paced environment. Her experience with investment banking and fund accounting, combined with her knowledge of platforms such as InvestOne, positions her as a valuable asset to her team. With a strong foundation in account reconciliation and an understanding of overdrafts, Palak M. continues to contribute significantly to Fidelity International's mission of delivering exceptional financial services and solutions to its clients.
Process Lead at Fidelity International in January 2025 to Present
Process Specialist at Fidelity International in October 2015 to February 2025
Financial Analyst at Deutsche Bank in October 2012 to December 2014
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Rajasthan University, Master of Business Administration - MBA, October 2026
Earthinators Climate School, October 2026
St. Angela Sophia, Jaipur
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Regulatory Compliance
Risk Management
Find Accounting
Financial Reporting
Tableau
Foreign Exchange (FX) Options
Mutual Funds
Account Reconciliation
Fund Accounting
Bloomberg
Investment Banking
Overdrafts
InvestOne
Enterprise
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Discover more about Fidelity InternationalWhat is Palak M email address?
Email Palak M at [email protected]. This email is the most updated Palak M's email found in 2026.
How to contact Palak M?
To contact Palak M send an email to [email protected]. (updated on November 10, 2024)
What company does Palak M work for?
Palak M works for Fidelity International
What is Palak M's role at Fidelity International?
Palak M is Process Lead
What is Palak M's Phone Number?
Palak M's phone (**) *** *** 277
What industry does Palak M work in?
Palak M works in the Accounting industry.
Palak M Email Addresses
Palak M Phone Numbers
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