Archeet Soni

Strategic and results-driven finance leader with over 14 years of experience specializing in Global CustodyServices, Fund Accounting, Treasury Operations and Financial Reporting. Proven success managing custody andadministration of portfolios exceeding $3 trillion AUM, with deep expertise across asset servicing, tradesettlements, reconciliations, and corporate actions. Adept at driving operational transformation, regulatorycompliance, and process automation while leading cross-functional global teams. Demonstrated ability to deliverclient-centric solutions, enhance SLA adherence, and lead custody operations for high-value funds including SPDRS&P 500 ETF Trust ($630B). Seeking to leverage domain expertise and leadership acumen in a Director/VP role ata premier custodian or investment management firm.

Delivered strategic and operational leadership in fund administration, treasury services, financial reporting, and global product delivery, with specialized expertise in managing diverse financial products, Custody Services, Securities Lending, Fund of Funds, Hedge Funds, Private Equity, Middle Office, and Transfer Agent Services. Recognized for exceptional client service and a commitment to operational excellence.
Managed large-scale portfolios exceeding $3 trillion in assets, streamlining complex processes such as expense and income administration, distributions, and regulatory filings to ensure accuracy and efficiency.
Specialized in implementing robust operational policies and controls, enhancing efficiency, mitigating risks, and ensuring seamless execution of fund management processes across various product lines.
Directed and developed multiple teams of investment operations professionals, fostering a culture of high performance through targeted training, mentorship, and strict adherence to best practices and industry standards.
Applied deep expertise in investment strategies, market trends, and regulatory frameworks to enable well-informed, strategic decision-making in fast-paced financial environments.
Leveraged advanced financial systems, including Bloomberg, Geneva, Alteryx, and Markit Dividend, to analyze data, generate insightful reports, and optimize operational performance.
Built and maintained strong client relationships by delivering strategic insights, presenting tailored solutions, and collaborating effectively to foster trust and alignment.
Identified and resolved operational challenges, minimizing financial risks and ensuring compliance with rigorous internal and external risk monitoring protocols.
Led process improvement initiatives focused on quality enhancement, operational efficiency, and knowledge management, consistently surpassing client expectations.
Effectively communicated complex financial data and insights to technical and non-technical audiences, including senior management and key stakeholders, facilitating strategic alignment and decision-making.
Have experience in leading and managing teams.
Demonstrated effective communication with global range of stakeholders, including seniors and juniors.
Have significant work experience in jurisdictions which report under IFRS, specifically with asset managers.

Bachelor's of Commerce - Accounting and Finance