Prathamesh Bhosale

Portfolio Services Associate with 7+ years of overall professional experience across Morgan Stanley, Morningstar, eClerx, and MMPM supporting institutional investment portfolios across Equity, Fixed Income, FX, Derivatives, SMAs, and multi-currency fund structures. Experienced in liquidity management, portfolio funding, cash positioning, reconciliation, trade lifecycle support, investment servicing, stakeholder management, and operational risk management across global markets. Proven track record of driving process efficiencies through AI tools, Excel Macros, and Power BI solutions, delivering automation-led enhancements that saved 300+ hours annually while partnering with investment and trading teams across EMEA portfolios. Prior experience in business development, strategic planning, customer acquisition, and business growth initiatives, demonstrating strong analytical, problem-solving, and commercial acumen.