Hitesh Sain

Investment Operations Analyst with UK financial services experience at FNZ and Lloyds Banking Group, specialising in asset transfers, trade settlements, and reconciliation across pension and investment products. Proven track record of managing high-volume transactions with 99%+ accuracy while ensuring FCA compliance. Skilled in resolving complex transfer discrepancies and improving operational efficiency.

Travelled to more than 15 countries. Recently moved to India and would like to explore and utilise my experience in travel industry.

Investment Ops Analyst (Transfers) at FNZ (2024-10 – 2026-02)- UK

• Manages investment transfers across pensions, equities, and cash instruments with high accuracy and FCA compliance.
• Managed 40–60+ daily investment transfers across pensions, equities, and cash instruments, maintaining 99%+ accuracy under FCA regulatory standards
• Resolved complex transfer discrepancies, reducing processing delays and improving turnaround efficiency
• Coordinated with custodians, transfer agents, and internal teams to ensure seamless asset movement across portfolios
• Delivered consistent SLA performance in a high-volume, deadline-driven environment
• Identified and addressed operational bottlenecks, contributing to improved transfer timelines

Pensions Administrator at Lloyds Banking Group (LBG) (2023-08 – 2024-08)- UK

• Advised clients on annuity products and ensured compliance with FCA, AML, and GDPR regulations.
• Advised clients on annuity products, explaining financial structures, tax implications, and long-term benefits
• Ensured full compliance with FCA, AML, and GDPR regulations across all client interactions
• Reduced issue resolution time by 15% through process improvements and efficient query handling
• Managed high-volume client interactions while maintaining service quality and accuracy

MSc in Construction Project Management – Heriot-Watt University (2021-09 – 2022-06)

B.Tech in Civil Engineering – JK Lakshmipat University (2016-09 – 2020-06)