Ramanathan Abinaya

Client service and financial operations professional with 5+ years of experience across financial services, investment technology and brokerage. Experienced in managing client relationships, supporting onboarding, resolving account and service requests and preparing financial analysis and client materials. Brings hands-on investment experience from FactSet and Karvy Stock Broking, an MBA in Finance and a strong interest in building a long-term career in Client Solutions.

Financial Analyst / Product Experience at Isotopes AI (2025-01 – Present)

• Primary point of contact for user requests on a financial analytics platform, track and own each request through to resolution so nothing is left open.
• Prepare written specifications and supporting documentation, keeping records current as requirements change.
• Coordinate with Product, Engineering and UX teams clarify scope, flag edge cases and communicate timelines in plain language to non-technical users.
• Build presentation materials for internal and client meetings and carry post-meeting action items through to completion.
• Query client data in SQL (Snowflake) to answer user questions and verify reported figures against source records.

Account Services Representative at Community Choice Financial (2023-01 – 2024-12)

• Client-facing point of contact at the point of transaction, explaining documentation requirements and next steps to individual and business account holders.
• Prepared and reviewed account paperwork for completeness, catching and correcting errors before processing.
• Processed daily money movement (deposits, transfers, loan payments, journal entries), verifying each request for accuracy before submission.

Career Break (2020-01 – 2023-12)

Volunteered in a preschool and after-school program.

Senior Associate Specialist, Client Solutions at FactSet (2019-01 – 2020-12)

• Day-to-day point of contact for a portfolio of 50 to 100 institutional accounts, answering product, pricing, contract and service questions by phone and email.
• Logged and managed the full case lifecycle in Salesforce, entering client data and maintaining accuracy and integrity across records.
• Built client-facing Excel deliverables for account reviews, including profit and loss analysis, reconciliation and cash-flow tracking.
• Escalated complex issues to senior support, Product and Engineering, then followed up until each item was resolved and the client updated.
• Delivered onboarding and platform training for new users and covered a shared inbound request queue so every client received a timely response.

Equity and Derivatives Advisor at Karvy Stock Broking (2017-01 – 2019-12)

• Entered and executed client orders across equity and derivatives per client instruction, and confirmed settlement on each.
• Handled trade documentation, margin requirements and asset transfers between accounts.
• Maintained client records and delivered portfolio updates, explaining positions and risk to clients without a technical background.

MBA in Finance

B.Tech in Information Technology

UI/UX Design