Badarla Lahari
IR Supervisor
Hyderabad
Summary
Currently working as IR Supervisor in Investor Relations at CITCO, supervising critical trade activities and facilitating effective communication between investors and fund managers. Developed a diverse skill set encompassing investor account management, trade processing, and operational oversight, with a proven track record of enhancing team performance and achieving organizational goals. Realized key achievements in the current role by effectively managing a volume of around 200 to 300 payments and booking of 700 manual trades in a single day, showcasing exceptional operational capabilities. Showcased effective leadership by managing team dynamics and implementing training initiatives that foster a culture of continuous learning and development. Independently handled 4 separate funds as a front office representative, becoming the first individual in this role to manage the highest number of clients effectively. Extensive expertise in investor setup processes, static data management, and trade reconciliation, contributing to operational efficiency and client satisfaction. Facilitated a nationwide training initiative on transfer and switch processing, successfully engaging over 150 participants and reinforcing a commitment to knowledge sharing and professional development.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
Work History
IR Supervisor
Citco Group Services (India) LLP
04.2025 - Current
- Supervising the detailed management of trade activities, ensuring effective communication channels are maintained between investors and fund managers, to facilitate smooth operations.
- Maintaining accurate electronic records for investors and bank accounts associated with assigned funds, ensuring data integrity, and compliance with regulatory standards.
- Collaborating closely with investment managers to understand their specific requirements, and providing tailored support to enhance operational efficiency and client satisfaction.
- Preparing and disseminating a variety of reports, including Board of Directors reports, performance assessments, transparency documents, tax reports, and ad hoc reports tailored to client specifications.
- Analyze incoming wire transfers and generate receipts, disburse payments to investors, manage prime broker transactions, facilitate internal wire transfers, and execute large-scale wire movements, such as distributing dividends to investors.
- Preparation and maintenance of Capital Call and Distribution Trackers, and preparation of redemption schedules as per the client requirements.
- Regularly update and assess investor KYC records while collaborating with investors and fund managers to secure the necessary documentation for thorough AML/KYC compliance reviews.
- Conducting comprehensive training sessions for new hires, and providing ongoing refresher courses for existing staff, fosters a culture of continuous improvement and knowledge sharing.
- Enhancing overall team efficiency by supporting administrators and new joiners in navigating complex tasks, ensuring a smooth operational workflow.
- Successfully managed the processing of approximately 200 to 300 payments and 700 trades in a single day, showcasing exceptional operational capability and attention to detail.
IR Senior Administrator
Citco Group Services (India) LLP
03.2024 - 04.2025
- Processed and reviewed capital activities, including subscriptions, redemptions, transfers, switches, and various wire payments, ensuring compliance with internal policies and procedures.
- Managed non-financial activities such as the creation of new investor accounts, maintenance of static data, and distribution of statements and contract notes to clients.
- Acted as a Subject Matter Expert (SME) in static data creation and trade processing, providing expert guidance to team members, and ensuring adherence to best practices.
- Onboarded new clients and established fund and investor accounts, facilitating a seamless transition into the organization’s operational framework.
- Prepared and periodically reviewed standard operating procedures to ensure they remain current and effective in meeting operational needs.
- Addressed both internal and external queries, resolved discrepancies related to investor accounts, and ensured timely communication with stakeholders.
- Supervise morning shift operations for a duration of six months, ensuring that all activities are conducted efficiently and in accordance with established protocols.
- Monitor and manage client Service Level Agreements (SLAs) and operational deliverables, ensuring that all commitments are met in a timely manner.
IR Administrator
Citco Group Services (India) LLP
02.2023 - 04.2024
- Assisted in the onboarding of new funds, ensuring a seamless transition from previous administrators.
- Maintained strong relationships with counterparties, facilitating efficient trade settlements, and resolving discrepancies promptly.
- Managed daily reconciliation of cash and positions for accurate reporting to investors and regulatory agencies.
- Ensured timely NAV calculations, consistently meeting deadlines, and maintaining investor confidence.
- Coordinated with portfolio managers to facilitate effective communication between internal teams, as well as external stakeholders.
- Developed training materials for new staff members joining the team, fostering an environment conducive to learning and growth.
Education
Bachelor of Arts - Economics
Syed Appalaswamy Degree College, Krishna University
Vijayawada, India 08.2019 - 08.2022
High School - MPC
NARAYANA JUNIOR College, Board Of Intermediate Education
Vijayawada, India 03.2017 - 04.2019
Skills
Hedge Fund Operations
Accomplishments
- Recognized as the SME from the CITCO Hyderabad branch, establishing a benchmark for expertise and knowledge within the organization for both trades and DM
- Developed a comprehensive checklist that reduced average quality control errors from 20 to 2 per month, enhancing operational accuracy and efficiency.
- Awarded Employee of the Quarter for Q2 and Q4 2023, with continued recognition through quarterly awards in 2024 (Q1, Q3, Q4) reflecting consistent high performance.
- Conducted a nationwide training session on transaction bookings and exception handling in 2024 and 2025 respectively, attended by over 150 participants, showcasing a commitment to professional development and knowledge sharing.
Timeline
IR Supervisor
Citco Group Services (India) LLP
04.2025 - Current
IR Senior Administrator
Citco Group Services (India) LLP
03.2024 - 04.2025
IR Administrator
Citco Group Services (India) LLP
02.2023 - 04.2024
Bachelor of Arts - Economics
Syed Appalaswamy Degree College, Krishna University
08.2019 - 08.2022
High School - MPC
NARAYANA JUNIOR College, Board Of Intermediate Education
03.2017 - 04.2019