Bloomberg, Euroclear
ANIRUDH A KULKARNI
SENIOR ANALYST
Summary
Experienced investment banking professional with 6.9+ years of expertise in corporate actions, fixed income and back-office operations. Adept at managing client communications, reconciliation and risk assessment while ensuring process efficiency and automation. Skilled in handling SWIFT messages, stakeholder management and regulatory compliance. Proven ability to streamline workflows, enhance accuracy and contribute to process optimization. Recognized for strong analytical thinking, problem-solving and leadership in training and mentoring teams. Committed to delivering high-quality financial solutions while driving operational excellence.
Overview
7
7
years of professional experience
19
19
years of post-secondary education
4
4
Languages
Work History
Senior Analyst
Societe Generale
06.2022 - Current
- Working on SWIFT messages on a daily basis including MT564, MT565, MT566, MT567 and MT599.
- Responsible for processing the Voluntary CA events, reconciling, validation, accepting and instructing the clients elections on daily basis using SWIFT messages.
- Managing event deadlines by co-ordinating with internal and external clients to facilitate seamless operations.
- Handling open or pending loan/borrow, buy and sell trades, reconciling stock positions and notifying counterparties.
- Efficiently handled BANCS (capstone) project team across regions and being a single contact for Offshore and Onshore teams.
- Gained knowledge in coupon and dividend booking/amendment and responsible to report the same to stakeholders.
- Addressing queries from onshore teams, clients and counterparties while ensuring timely resolution.
- Reviewing team deliverables, maintaining compliance standards and supporting audit and control teams.
- Collaborated with Internal Audit, Compliance, and Regulatory teams to provide documentation and respond to findings.
- Supported process owners in implementing stronger preventative and detective controls
Analyst/Senior Analyst
Northern Trust
09.2018 - 05.2022
- Processed mandatory and voluntary corporate actions, ensuring accurate reconciliation and entitlement allocation.
- Coordinated with investment managers, custodians and internal teams to address corporate action queries and discrepancies.
- Reviewed and approved cash /stock exceptions, ensuring timely resolution and compliance with service level agreements.
- Conducted end-to-end processing of corporate action events right from event announcement, validation and final settlement.
- Provided training to new team members, developed process documentation and initiated knowledge-sharing initiatives.
- Assisted in process enhancements by identifying automation opportunities and implementing the workflow improvements.
- Collaborated with audit teams to ensure adherence to internal controls, regulatory requirements and operational guidelines.
- Completed Train the Trainer (TTT) program and qualified as a training resource.
- Involved in macro testing and documented the observations.
- Worked with Audit and Control Teams as SME of the multiple processes across regions.
Education
MBA - Finance
Dayananda Sagar University
Bengaluru, India 05.2023 - 02.2025
Bachelor of Commerce -
Seshadripuram Degree College
Bengaluru, India 04.2001 - 05.2018
Skills
Corporate Actions Processing
Investment Banking Operations
Fixed Income & Securities
Expertise in BANCS notifications
TLM and manual reconciliation
Risk Management & Compliance
Regulatory reporting and presentation
Income and dividends
Loan and borrow
Process Automation & Optimization
Back-Office Operations
Accomplishments
- Received recognition and spot award for outstanding performance (2020).
- Earned client appreciation and divisional recognition for clearing 400 cash breaks within SLA.
- Proposed and contributed to macros automation, saving 50 minutes per task.
- Cross-trained in multiple processes, mentored team members and provided feedback.
Software
Fund Master
Bancs (Capstone)
DTCC, CDS, IDC, CREST
Stars, Galaxy, Alise
MS EXCEL, MS WORD, MS POWERPOINT
Timeline
MBA - Finance
Dayananda Sagar University
05.2023 - 02.2025
Senior Analyst
Societe Generale
06.2022 - Current
Analyst/Senior Analyst
Northern Trust
09.2018 - 05.2022
Bachelor of Commerce -
Seshadripuram Degree College
04.2001 - 05.2018