Akash Mehta
Summary
Dynamic leader with a proven track record, adept in fixed income trade settlement , and enhancing team performance. I excel in leveraging continuous process improvement principles to resolve complex challenges, significantly boosting operational efficiency. Expert in fostering stakeholder relationships and driving project-based learning initiatives.
Overview
8
8
years of professional experience
Work History
ENO for Trade Confirmation and Settlement
Credit Suisse India Ltd
06.2022 - Current
- Responsible for managing a team of eight for fixed income confirmation and settlements in the EMEA region, reviewing their activities end-to-end, and acting as a point of contact for team queries.
- Working as a point of escalation for any failed trades, or unmatched trades, in the market.
- Managing any ad-hoc stakeholder queries and requests.
- Responsible for preparing a presenting team reporting matrix, which is a representation of the team's performance on a monthly and quarterly basis.
- Working with the team to close out any aged fixed-income fails and make sure all the relevant stakeholders remain apprised.
Senior Associate Trade Confirmation & Settlement
Macquarie Group
11.2019 - 02.2022
- Responsible for confirmation of Fixed Income and Equity Trades over CTM and Oasys for US and European Markets
- Responsible for settlement of Fixed Income and Equity trades
- Taking care of pre-matching for European fixed Income and Equity trades
- Responsible for Following up on settlement of Failing trades
- Advising custodian for movement of funds in case of bank loan security trades by preparing Funding memo
- Managing Ad-hoc queries from portfolio Managers regarding settlement of trades in different markets
- Clearing of bank entries related to FX, sweep and shareholders activity by booking them into Aladdin
- Resolving breaks related to principal paydown and Interest
Process Developer (Senior Associate)
Genpact
Gurgaon
08.2017 - 10.2019
- Accounting entries for both payments made and deposits received for all the operating accounts
- Creating Ledger entries of Vendor payments
- Posting and Clearing Intercompany Transactions
- Clearing and matching balances at entity level
- Accounting entries for net GST payable
- Accounting for Income received from various sources in a consolidated report for the end use of all the stakeholders
Education
PGDM - Finance
Welingkar Institute
04-2021
BBA -
Maharaja Surajmal
06-2017
SSE -
CBSE
01.2014
Skills
- Leadership
- Trade Settlement Management
- Transitions expert
- Lean principles
- Continuous process improvement
- MS Office
- Excel
- PowerPoint
- Word
- Outlook
- Aladdin
- SAP
- Bloomberg
- Intellmatch Proficiency
- SQL
- Experienced in Power BI
- Project-based learning
Languages
- Hindi
- English
Accomplishments
- Yellow Belt trained, tested, and certified in Lean and Six Sigma.
- Recognized for identifying and recommending fixes for various data quality issues which helped close the transition within stipulated timeline without affecting key metrics.
- Recognized for onboarding Trade Confirmation and settlement process.
- Recognized for maintaining and achieving high accuracy during resource crunch.
- Recognized for transitioning the bank loan wires.
- Awarded outstanding performer award for leading a team of three during the transitional phase of the business.
- Awarded Bronze Award thrice for achieving high level of accuracy, reducing TAT for various requests, and reducing aged bank reconciliation open items.
- Awarded Silver Award for transitioning new process effectively and without any errors.
Personal Information
- Father's Name: Rajesh K Mehta
- Date of Birth: 03/05/96
- Gender: Male
- Nationality: Indian
Timeline
ENO for Trade Confirmation and Settlement
Credit Suisse India Ltd
06.2022 - Current
Senior Associate Trade Confirmation & Settlement
Macquarie Group
11.2019 - 02.2022
Process Developer (Senior Associate)
Genpact
08.2017 - 10.2019
PGDM - Finance
Welingkar Institute
BBA -
Maharaja Surajmal
SSE -
CBSE
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