Aseema Patra
Bangalore
Summary
Professional with over 11.5 years in client onboarding, trade management, and process optimization, emphasizing global coordination and credit risk assessment. Experienced in facilitating cross-border intercompany transactions, focusing on compliance with global pricing and service standards. Seeking opportunities to apply and further develop these competencies in a progressive setting.
Overview
14
14
years of professional experience
Work History
Tax - International social security service
EY
03.2025 - 09.2025
- Managed numerous client assignments to secure social security agreements between countries.
- Coordinated cross-functional collaboration among global compensation, tax, and billing teams to meet deadlines.
- Developed managerial reports to present KPIs, success rates, timelines, and improvement areas.
- Reviewed and Guided junior colleagues to execute tasks efficiently while maintaining high accuracy and addressed escalations to ensure quality output.
Credit Derivative - Middle Office
Goldman Sachs
06.2022 - 03.2025
- Facilitated smooth trade executions through effective management of day-to-day operations within Credit Middle Office.
- Ensured accurate dispatch of trades to downstream systems for complete trade lifecycle management.
- Supported trading desk and sales team in efficient trade booking processes.
- Provided client service on novation, termination, and trade execution procedures.
- Streamlined trade reconciliation processes, enhancing STP matching rates for clearing trades.
- Developed reporting dashboards to reduce errors and improve communication efficiency.
- Coordinated documentation and operational checks for cross-border trades and intercompany funding, supporting pricing, loan, and service agreements in line with group policies.
Credit Derivative - Settlement
Goldman Sachs
04.2019 - 06.2022
- Managed client interactions concerning credit derivative deals and settlement processes.
- Investigated and resolved discrepancies related to credit settlements, collaborating with internal teams and external counterparties.
- Prepared and distributed reports on credit settlement activities, detailing settlement volume and outstanding balances.
- Led automation initiative that reduced processing times by 30 percent.
- Enhanced client satisfaction by improving communication procedures for deal management.
Client Onboarding/Implementation
Goldman Sachs
06.2015 - 04.2019
- Facilitated client onboarding, ensuring compliance with regulations and effective service delivery.
- Coordinated onboarding processes for futures and derivative services to optimize client experience.
- Liaised with Risk & Credit, Legal, and Tax teams on new products and client structures, providing data and documentation inputs for transfer pricing, intercompany, and loan agreements.
- Spearheaded workflow enhancement project for Brexit outreach, achieving 10% increase in operational efficiency.
- Developed smart task tool to improve existing systems and enhance onboarding workflows.
Account Opening Operations
Goldman Sachs
03.2014 - 05.2015
- Managed key external banking relationships to enhance trading capabilities.
- Facilitated client-specific account setups with external banks, streamlining access to various exchanges.
- Achieved recognition for exceptional collaboration with external banks, ensuring rapid client account setups.
Global Investment Research
Goldman Sachs
01.2014 - 03.2014
- Executed comprehensive credit assessments of corporate entities through financial statement analysis and industry research.
- Monitored credit quality and performance of assigned portfolios, identifying risks and optimization opportunities.
- Conducted due diligence on investment opportunities, assessing issuers' creditworthiness and financial stability.
- Contributed to development of client credibility assessment model to enhance investment decision-making.
Internship
Tally Solutions
02.2012 - 03.2012
- Conducted comprehensive analysis project to evaluate product success and market expansion opportunities.
- Performed efficiency analysis of application in small sector enterprises.
- Executed SWOT analysis to explore new market opportunities.
- Resolved customer issues with Tally software and delivered onsite service.
- Identified strategic market entry points, expanding product user base.
- Enhanced customer service protocols, significantly reducing issue resolution time.
Education
MBA - Finance And Marketing
Shri Bhagawan Mahaveer Jain
Bangalore03-2013
BBA - Commerce
ST. Francis
Hyderabad03-2010
High School Diploma -
DAV Public School
Chattisgarh03-2007
Skills
- Intercompany and cross-border transaction support
- Loan and intercompany agreement review (operations perspective)
- letter of credit and trade documentation (coordination and controls)
- Research, Analyzing and Strategic planning skills
- Leadership & Teamwork
- Problem Solving
- Data Analysis and Reconciliation
- Automation support
- Client relationship management
- Trade lifecycle management
- Credit risk assessment
Timeline
Tax - International social security service
EY
03.2025 - 09.2025
Credit Derivative - Middle Office
Goldman Sachs
06.2022 - 03.2025
Credit Derivative - Settlement
Goldman Sachs
04.2019 - 06.2022
Client Onboarding/Implementation
Goldman Sachs
06.2015 - 04.2019
Account Opening Operations
Goldman Sachs
03.2014 - 05.2015
Global Investment Research
Goldman Sachs
01.2014 - 03.2014
Internship
Tally Solutions
02.2012 - 03.2012
MBA - Finance And Marketing
Shri Bhagawan Mahaveer Jain
BBA - Commerce
ST. Francis
High School Diploma -
DAV Public School