Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Anjita Nair

Bengaluru

Summary

Detailed-oriented and efficient Back Office Confirmation Analyst with over 1.5 years of experience in Investment Banking operations. Strong expertise in trade lifecycle management, drafting and affirmation of OTC and listed products. Proven ability to manage high-volume transactions with accuracy while maintaining compliance with regulatory and internal policies.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Back Office Confirmation Analyst

Societe Generale Global Solution Center
Bengaluru
02.2024 - Current

Performing end-to-end trade confirmation processes for OTC products, including drafting, reviewing and affirming confirmations, while ensuring accuracy and timely coordination with global stakeholders.

Core Competencies:

  • Trade Confirmation & Drafting
  • OTC Derivatives & Fixed Income Products
  • Trade Lifecycle Management
  • Client & internal Stakeholder Coordination
  • Reconciliation & Discrepancy Resolution
  • Regulatory Compliance
  • Proficiency in MS Excel, Outlook, and Banking Platforms

Roles, Responsibilities and Duties:

  • Supporting a process comprising of Hong Kong and Paris by Affirmation, Drafting, Validation, Reviewing CP Confirmation and chasing the paper confirmation which includes handling the derivative products like Equity Options, Equity Swaps, Accumulator, Decumulator, Callable, Auto callable and Variance Swaps.
  • Ensured timely affirmation of trades by coordinating with clients and front-office teams globally.
  • Investigated and resolved trade discrepancies, liaising with Legal, sales and Middle Office.
  • Collaborated with compliances and audit teams during internal assessments.
  • Effective handling of all queries or first level escalations are responded within time frame according to Bank’s procedures and audit requirements.
  • Preparation of EOD, EOM, Affirmation and KPI Report for management.

Key Achievement:

  • Entrusted to present monthly confirmation status and operational highlights in SG Korea/China Governance Call, showcasing strong communication and stakeholder management skills
  • Received appreciation from managers for handling critical volume spikes and sensitive client.
  • Achieved >98% accuracy rate in confirmation processing.
  • Effective handling of all queries or first-level escalations is responded to within the time frame according to the Bank’s procedures and audit requirements.
  • Participated in Incoming Tagging testing and system migration to new trade matching platforms.

Education

Master of Arts - Economics

Jawaharlal Nehru University
New Delhi, India
10-2022

Skills

Technical and Functional skills:

  • ISDA Documentation and Templates
  • Trade Platforms: Marketwire, SGM, etc
  • Trade Reconciliation &Break Resolution

Tools & Technology:

  • Microsoft Excel (VLOOKUP, Pivot Tables, Macros)
  • Microsoft Outlook & Teams
  • Workflow Tools (sharepoint, JIRA, sirocco)

Soft Skills:

  • Stakeholder Coordination(FO, MO, clients)
  • Team collaboration
  • Escalation Management
  • Attention to Detail & Accuracy

Certification

Certified Investment Banking Operations Professional | Imarticus Learning

  • Securities and Derivatives.
  • End to end Trade life cycle of Listed and OTC products.
  • Functioning of Clearing and Settlement systems.
  • AML/KYC.
  • Asset Management.
  • Risk Management.

References

References available upon request.

Timeline

Back Office Confirmation Analyst

Societe Generale Global Solution Center
02.2024 - Current

Master of Arts - Economics

Jawaharlal Nehru University
Anjita Nair