Neil Dhawan, CFA

U.S. Direct Lending - Portfolio Management, Investor Relations, Data Analytics

U.S. Direct Lending - Portfolio Management, Investor Relations, Data Analytics

- Developed and presented detailed process/data flow maps depicting the current and recommended future state of the fund launch processes for the domestic and international mutual funds and exchange traded fund (ETF) investment vehicles offered by PGIM Investments to business and technology leaders across the firm; eliminating organizational data siloes - Applied investment knowledge to develop a master data catalog defining 500+ portfolio-related data attributes - Led the development and adoption of an internal data governance application that provides business users with a centralized repository of investment- and portfolio-related data, associated business and technical metadata profiles, and data quality metrics - Retired erroneous or redundant share classes that represented 25% of all existing share classes within the enterprise data lake - Resolved the use of inconsistent IDs associated with 250+ registered Undertakings for the Collective Investment in Transferrable Securities (UCITS) share classes maintained across marketing, sales reporting, and fund administration applications and databases - Develop standardized data quality rules to automate the consumption, cleansing, and preprocessing of disparate data feeds received from multiple sub-investment management firms

- Reduced the manual intervention of data pre-processing in the creation of monthly fact sheets, fund profiles, fact cards, and other performance-driven marketing materials by 67% by leading initiatives to automate manual processes - Shortened production turnaround and distribution schedule of performance-driven marketing materials by 45% through coordinated roadmap planning, user-acceptance testing, and deployment of enhancements to internal content production and content management applications, webpages, and associated databases in accordance with agile Scrum methodology - Led the production and distribution of monthly and quarterly performance-driven marketing materials that communicate strategy and performance of UCITS mutual fund products offered to international investors - Validated accuracy of data and ensured disclosures were compliant with international legal and regulatory requirements by collaborating with PGIM’s multiple sub-investment management firms and international legal and compliance partners - Liaised with developers, database engineers, and internal business stakeholders as an SME for 35+ UCITS mutual fund products with 240+ funded share classes with investments across fixed income, equity, derivatives, and alternative investment asset classes

- Provided technology software and hardware solutions to business partners across the organization - Managed communications between enterprise business partners, suppliers, and other stakeholders across the business while promoting high standards of supplier relationship management and customer relationship management - Executed the placement of purchase orders in accordance with enterprise-wide purchasing program standards and obligations

- Detected cost savings opportunities based on analyses performed on approximately $300M in marketing spend - Created dashboards that tracked request-for-proposal initiatives which assisted in the management of communications between L’Oréal brands, external vendors, and the sourcing team and saved 70+ hours in internal audit preparation - Developed internal control reports to track on-boarding and contract compliance status of vendors in accordance with L’Oréal USA standards and compliance procedures - Extracted data in preparation for the 2019 budget; developed slides and graphs for use in senior-level presentations. - Coordinated the gathering of legal, compliance, and supplier onboarding documentation in preparation of an internal audit. - Performed rate & cost analyses on RFP responses that ranged in size from 3 suppliers to 150 suppliers. - Participated in exercises and supported team on efforts in preparation for transition to an Ariba Procure-to-Pay system.

Business Architecture & Services Co-op - Led the development and automation of e-learning training modules for the Enterprise Master Data Management (EMS) system, streamlining the request and authorization process, reducing compliance risk, and saving nearly 120 hours a year in training time - Enhanced data management of the product divestiture process by developing a query tool that leveraged product data from multiple databases to generate a consolidated report of discontinued pharmaceutical products and related data - Developed automated Tableau dashboards that visualize and report system performance, alerting relevant stakeholders of system errors and performance related issues - Co-managed Supply Chain Data Management department project portfolio, responsible for assisting in meeting facilitation and establishing portfolio metrics used to assess project status and health. - Planned and facilitated department-wide team meeting with over 130 attendees; responsible for event logistics, supplies, vendor selection, venue management, as well as external event orchestration. - Participated in organization’s Intern & Co-op Association (ICA) program in planning and organizing various social, networking, and professional development activities and events in line with Credo values and expectations.

- Accurately and efficiently fulfilled product orders in accordance with current Good Manufacturing Practice (cGMP), Food and Drug Administration (FDA), and Drug Enforcement Administration (DEA) standards. - Verified the accuracy of product orders before shipment to customers through familiarity with product’s respective National Drug Codes (NDC), Lot numbers, and expiration dates. - Picked and checked product orders with ease using the Oracle Based Warehouse Management System (WMS). - Communicated with supervisors and other to superiors to explore more time efficient distribution methods.

- Safely and efficiently packaged and delivered menu items to customers in accordance with high standards of customer service and order fulfillment. - Handled cash and credit transactions with speed and efficiency using point-of-sale (POS) system.

- Handled the Somerset branch’s transition from paper to digital documentation. - Organized and updated customer accounts and information using Allstate systems. - Maintained high standards of customer service and positive customer interaction. - Prepared informative literature for active and prospective clients.