Laxmikantha Naik

Results-driven Performance Analytics professional with 8+ years of experience at State Street specializing in portfolio performance measurement, benchmarking, and data reconciliation. Strong expertise in TWRR & MWRR methodologies and resolving data discrepancies across transaction, position, and pricing levels. Possess strong operational experience in performance, attribution support, and risk data processes, with working knowledge of attribution and risk analysis concepts.

Experienced in leveraging automation and AI tools (e.g., Copilot) to improve reporting efficiency and data accuracy.

Emerging Lead – Investment Performance Analytics - State Street

(2018-01)

• Lead end-to-end performance analytics delivery for US clients, ensuring accuracy, timeliness, and SLA adherence
• Perform portfolio performance analysis using TWRR and MWRR methodologies, including absolute and relative return evaluation
• Support attribution processes by validating data inputs and assisting in performance driver analysis
• Work with risk-related data inputs and ensure accuracy and consistency across performance and reporting systems
• Reconcile portfolio and benchmark performance by validating data at transaction, position, and pricing levels
• Investigate, identify, and resolve performance discrepancies across systems and data sources
• Retrieve, validate, and integrate data from multiple vendor systems into performance and risk applications
• Ensure completeness and accuracy of data within performance measurement and analytics tools
• Review and validate daily, monthly, and quarterly performance reports prior to client delivery
• Act as a key point of contact for performance-related queries from portfolio managers, analysts, and operations teams
• Collaborate with Global Performance Measurement, Risk, Operations, and IT teams to resolve data and system issues
• Troubleshoot functional and quantitative issues and escalate critical problems to management when required
• Support development, validation, and enhancement of performance analytical reports
• Maintain best practice workflows and contribute to process standardization initiatives
• Handle high-pressure deliverables across daily, monthly, and quarterly performance reporting cycles, ensuring accuracy and strict SLA adherence
• Mentor team members and support knowledge transfer across the team
• Lead change management activities including fund setup, benchmark configuration, and report enhancements
• Create and maintain fund structures and reporting templates based on client requirements
• Identify process gaps and implement improvements to enhance efficiency and reduce operational risk
• Handle critical and ad-hoc client requests with quick turnaround and high accuracy
• Support automation and process improvement initiatives, leveraging tools like Microsoft Copilot to enhance productivity

Certified Investment Banking Operations Professional - Investment Banking Operations - Imarticus Learning, Pune (2022)

Bachelor of Commerce - Commerce - Dharwad University (2017)