Aiswarya Mohandas
Summary
Expert bringing 9 years of expertise in Corporate Action Announcement Team. Effectively manages assignments and team members. Versatile Business Operations Specialist with background in optimizing operational processes and implementing effective business solutions. Skilled in project management, strategic planning, and process improvement, consistently delivering results that drive efficiency and reduce costs. Strong analytical abilities and problem-solving skills contribute to successful project outcomes and positive impacts on overall business performance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Team Leader
Bank Of America
Hyderabad
01.2022 - Current
- Monitored operations to ensure employees followed relevant procedures and worked towards defined Key Performance Indicator (KPI) targets
- Integrated process improvements to optimist overall workflow and efficiency
- Maintained excellent employee relationships by cultivating supportive, positive, and helpful working environment
- Involves in multiple day to day issues faced by the team and actively taking participation to resolve it on timely manner by liaising with LOBs/Tech Team/Ops Teams.
- Led Corporate Actions functions, managed day-to-day processing of corporate actions, research, and resolved in-conflict notices
- Communicated with custodians to obtain missing corporate action notices, worked with proxy service vendors and internal groups to perform voting reviews
- Strong knowledge on applications Global one, Astrid, Swift messages
- Managing all corporate actions both Mandatory & Voluntary events, right from EX-1 position for Mandatory event on record date and involves release of CA bookings, Voluntary events on pay date based on the elections and release of CA bookings
- Ensure all CA (corporate actions) data for Mandatory & Voluntary is captured in the systems for flow of notices to clients
- Resolving or clearing any data conflicts during the process flow for CA events
- Managing client queries, escalations with stake holders, clients, internal & external parties and assisting with queries as required
- Managing Proxy notifications & sending out the AGM & EGM notices out to clients
- Validating the EGMs in order to send notices to the PB clients
- Making CA stock bookings of stock borrow and Loan trades
- Collaborated with other departments to ensure alignment of goals across teams.
- Process of HK WARRANTS MODEL-The process around HK warrants were manual , highly inefficient not adding value to our corporate action processing. Saving 3 hours of processing on high volume days and created a more seamless experience for our clients.
UBS
India
07.2019 - 05.2022
- Creating announcements and sending notification to the clients
- Querying depositaries for the conflict information
- Sending SOD report
- Resolving queries received from the downstream team
- Reports on Ex-date-1, PD-1 and conflict reports will be done on daily basis
Senior Analyst
Deutsch Bank
Pune
08.2018 - 07.2019
- Capturing and notifying corporate actions from Fidelity Action compare (Mandatory, Voluntary and Income Events)
- Framing terms and options for the events like consents, bankruptcy etc
- Process events based on the terms of the action and according to US tax consequence
- Supervising/managing daily operational functions for local custodian & global custodian operations for global markets(US,APAC)
- Processing corporate actions for equities and debt securities through tools like SWIFT MT564/566/568, DTC, LSE, EUCLID, local agents, and group mailbox etc
- Executing 4 eye checks, handling escalation, complex query
- Perform EOD checks
Analyst
Deutsch Bank
Pune
08.2015 - 07.2018
- Resolving conflicts in case of discrepancies from depot/agents
- Prepare manual notices for Agency Lending Clients and sent
- Corporate Bond
- Updating the missing securities in securities of interest file
Trainee Analyst
Deutsch Bank
Pune
10.2014 - 08.2015
- Working on announcement and notifying clients about Income Events (US/Canada)
- Working on Repair Queue (Income) wherein, we must remove the event or checking if there is any existing event related to it
Education
Symbiosis College of Arts& Commerce
Pune, India03.2014
M.E.S Indian School
Doha, Qatar06.2011
I.E.S Public School
Kerala, India06.2010
Skills
- Issue resolution
- Goal Setting
- Complex Problem-Solving
- Service Level Agreements
- Team building and coordination
- Concise time management
- Strong knowledge on applications Global one, Astrid, Swift messages
- Managing all corporate actions both Mandatory & Voluntary events
- Client Service
- Mentoring
- Team Supervision
- Teamwork and Collaboration
- Issue Resolution
- Team motivation
- Leading Team Meetings
- Safety processes and procedures
- Analytical Thinking
- Problem-Solving
- Overseeing Daily Activities
- SOP Adherence
- Client Support
- Staff Training
- Performance Improvement
Certification
- Imarticus Trade Finance and Training Program.
- IMS Financial Planning and Training Program.
ADDITIONAL INFORMATION
Won Badminton singles title in Deutsch Bank and been a part of winning team for Football., Secured Multiple prizes for different athletics meet held in school level and college level., College Women's Athletics Team Captain.
Languages
- English
- Hindi
- Malayalam
Accomplishments
- Multiple Global Recognition Awards:
- For Saving 3 hours of processing (HK WARRANTS) on high volume days and created a more seamless experience for clients.
- Realize the power of our people.
- Achieving the Team Targets and keeps team in Green Metrics., consistent demonstration of dedication, curiosity and seamless delivery.
Timeline
Team Leader
Bank Of America
01.2022 - Current
UBS
07.2019 - 05.2022
Senior Analyst
Deutsch Bank
08.2018 - 07.2019
Analyst
Deutsch Bank
08.2015 - 07.2018
Trainee Analyst
Deutsch Bank
10.2014 - 08.2015
Symbiosis College of Arts& Commerce
M.E.S Indian School
I.E.S Public School
- Imarticus Trade Finance and Training Program.
- IMS Financial Planning and Training Program.
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