Summary
Overview
Work History
Education
Skills
Certification
Executive Profile
Passport Expiry
Driving Licence
No. Of Dependents
Personal Information
Training
Accomplishments
Timeline
Generic

Anthony Dsouza

Pune

Summary

Forward-thinking Senior Specialist equipped with advanced operational and technical knowledge of Area of expertise. Proven team leader and problem-solver competent in navigating complex situations. Manages assignments, schedules and projects with organized and detail-oriented mindset.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Specialist-Team Lead

FIS (SunGard)
Pune
  • Administered 401K plans setups, processing dividends, withdrawals & transfers; managed quality checks for all transactions processed by team members as per company's standards.

Specialist-Team Lead

FIS (SunGard)
Pune
- Current
  • Rendered full assistance in all activities required to be conducted for Funds, US and UK SGN securities and Short-Term Money Market products, provided support to both US & UK locations, (FIX)Trading Protocol etc.

Sr Associate

State Street Syntel Services Pvt. Ltd.
Pune
10.2011 - 11.2015
  • Reconciliation using TLM and PLM applications
  • Primary responsibility also includes providing end-to-end reconciliation right from code commenting, research, tele communication with client as well as custodians in getting the issue inline and delivering the deliverables.

Sr Associate

State Street Syntel Services Pvt. Ltd.
Pune
10.2004 - 01.2006
  • Administered 401K plans setups, processing dividends, withdrawals & transfers; managed quality checks for all transactions processed by team members as per company's standards.

Education

MBA - undefined

DIMR Institute

BBA - undefined

Univ. of Karnataka

SSLC - undefined

Univ. of Karnataka

Skills

Financial Operationsundefined

Certification

Basic for Mutual funds

Executive Profile

Competent and Result Oriented professional with 11 years of experience in professional services firm strong fundamentals in the field of Finance., Specialist-Team Lead, FIS (SunGard), Pune, 10/01/15, Present, Rendered full assistance in all activities required to be conducted for Funds, US and UK SGN securities and Short-Term Money Market products, provided support to both US & UK locations, (FIX)Trading Protocol etc., Preparing rates sheet and uploading it on to the portal for STCM clients, which includes factors, assets, WAM and NAV, referring to websites and fund company. End clients used this information to trade daily., Connecting buy-side institutional investors with the sell-side and facilitates the transmission of order routing information., Setting up new retirement plans consisting of Mutual Funds- Add fund-close funds-transfers, Dividends etc., Delivered 100+ projects thus far including process transition, new client implementation, client training and support, UAT testing (functional), change requests etc., liaising with BU team, clients, brokers, and investment managers to ensure objectives are met in timely manner., Supporting Fix and network connectivity for 200+ buy-side and sell side clients improving the efficiency of the global trading network., Implement numerous fix routes to facilitate a timely form of electronic trading., Administer trading activities worth a few billion dollars ensuring trades are processed in a timely manner., Migrated our SGN/FIS Trading platform to MidAtlantic platform. Setting up new retirement plans consisting of Mutual Funds- Add fund-close funds-transfers, Dividends etc., Performing Fund Mergers and having system updated to avoid client's trading rejects by contacting fund companies., Worked in a team of dedicated resources for a top tier clients of FIS Global Trading., Adhere to strict SLAs for the clients on continuous basis., Keeping funds updated by frequent interactions with various transfer agencies & fund families for our trading platform with their corporate action and other changes., Performed calculation & reporting of all ready to trade accounts to the clients on daily basis; provided support to the SGN clients., Sr Associate, State Street Syntel Services Pvt. Ltd., Pune, 10/04/04, 01/06/06, Administered 401K plans setups, processing dividends, withdrawals & transfers; managed quality checks for all transactions processed by team members as per company's standards., Calculated & reported Trade Accounts to the clients daily., Monitoring error logs for Funds, Securities and Money market clients and working simultaneously with Development/Technical Support teams internally for resolution., Senior Specialist-Team Lead, FIS (SunGard), Pune, 12/01/11, 09/30/15, Administered 401K plans setups, processing dividends, withdrawals & transfers; managed quality checks for all transactions processed by team members as per company's standards., Calculated & reported Trade Accounts to the clients daily., Monitoring error logs for Funds, Securities and Money market clients and working simultaneously with Development/Technical Support teams internally for resolution.

Passport Expiry

09/29/24

Driving Licence

KA2220150000173

No. Of Dependents

5

Personal Information

  • Location Preference: Pune/Overseas
  • Passport Number: M2389880
  • Date of Birth: 10/10/89
  • Nationality: Indian
  • Marital Status: Married

Training

  • Advanced Microsoft Excel and Access.
  • External Recon and Advance Bloomberg.
  • Basic Mutual funds certification

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved Result through effectively helping with Task.
  • Documented and resolved Issue which led to Results.

Timeline

Sr Associate

State Street Syntel Services Pvt. Ltd.
10.2011 - 11.2015

Sr Associate

State Street Syntel Services Pvt. Ltd.
10.2004 - 01.2006

Senior Specialist-Team Lead

FIS (SunGard)

Specialist-Team Lead

FIS (SunGard)
- Current

MBA - undefined

DIMR Institute

BBA - undefined

Univ. of Karnataka

SSLC - undefined

Univ. of Karnataka

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Anthony Dsouza