Chaitra K Rao
Bengaluru
Summary
Resourceful Financial Analyst with progressive market experience across various financial products and clients. Accustomed to demonstrating commitment and an enthusiastic nature to achieve team and client objectives. Holds the ability to complete tasks with high productivity and efficiency. Committed to driving financial performance and growth through analytical insights, attention to detail and strategic decision-making.
Overview
5
5
years of professional experience
Work History
Technical Coordinator
Northern Trust
Bengaluru Urban
09.2024 - Current
- Drafted various MIS and KPI reports indicating the volumes and the key activities performed for a particular period. This assisted the management in identifying the manual and straight-through processing (STP) rates.
- Identified the processes that acted as hiccups in increasing the STP rates in daily BAU, and provided resolutions to have them reduced or eliminated.
- Ensured that accurate and timely training was rendered to the new joiners to ensure the smooth and uninterrupted functioning of all the procedures.
- I drafted the detailed procedural document for one of the crucial clients, which would be used as a book of reference for all the procedures pertaining to the client's daily BAU, or other bespoke requirements.
Senior Financial Analyst
Northern Trust
Bengaluru
08.2022 - 08.2024
- Further expanded the confirmation and settlements knowledge and experience to include fixed-income securities, equities, and repos.
- Obtained a comprehensive understanding of the trade life cycle and the processing requirements of financial products, as well as the specific nuances of settlement requirements in various APAC, EMEA, and NA markets, especially Australian markets.
- Worked on collecting and maintaining the standard settlement instructions of various counterparties in order to ensure up-to-date data is updated in the systems. This played a crucial part in ensuring on-time settlements and almost no fails.
- Acquired knowledge of and worked on other regional clients as part of the BCP plan in order to ensure uninterrupted work during any BAU interference situations.
Financial Analyst
Northern Trust
Bengaluru Urban
08.2020 - 08.2022
- Have had hands-on experience in managing the day-to-day process of trade confirmation and the settlement cycle of multiple investment management clients across products such as money market instruments and FXs.
- Have been part of client onboarding and have relevant knowledge of the initial and distinctive requirements of a new client, as well as the desired attention to detail required for managing such clients.
- Worked with and have substantial knowledge of various third-party applications required for the confirmation and settlement process, such as MISYS, Finastra, DTCC ALERT, CTM, SWIFTS, and Failstation.
Finance and Marketing Intern
PARA Learining
Bengaluru
04.2020 - 06.2020
- As part of the finance team, I was responsible for invoicing, budgeting, and creating acknowledgments of receipt for the various ongoing projects.
- As part of the sales and marketing team, I was responsible for brainstorming and planning for social media marketing and promotions, along with generating client leads.
- I was also part of operations and maintaining customer relationships.
Education
Bachelor of Commerce - Accounting And Finance
Sri Bhagawan Mahaveer Jain College
Bengaluru08-2019
MBA - Finance
Symbiosis School of Digital Learning
PuneSkills
- Resiliency, adaptability and a holistic approach to challenges
- Impeccable ability to be amiable with the team
- Willingness to learn and brainstorm on new business requirements
- Accuracy and efficiency with regards to understanding and meeting client deadlines
- Attention to detail in reviews and quality check
- Thorough oral and written communication abilities
Projects
- Testing the workflows and feasibility of the MT54X messages to receive settlement messages from the custodians, while eliminating the requirement of a third-party application or manual turnaround to monitor and manage fails. This would not only streamline and reduce the time involved in tracking settlements, but would also present as an efficient and accurate method to obtain and project the settlement status to the desired stakeholders and client
- I have also had the opportunity to review account setups and understand the back-end requirements during new client onboarding along with the maintenance of standard settlement instructions.
Accomplishments
- Awarded and recognized as the "Star Performer" for the year of 2022 and 2024 within the Investment operations APAC Team.
- Recognized multiple times by onshore and oversight teams for a relentlessly client centric work approach.
- Was part of the team which was recognized for their impeccable performance for the year 2023.
Languages
Kannada
First Language
English
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
Affiliations
- Certified professional Bharatanatyam dancer with a senior certificate from the Karnataka Secondary Education Examination Board
- Currently pursuing Hindustani classical music at the beginner level
Timeline
Technical Coordinator
Northern Trust
09.2024 - Current
Senior Financial Analyst
Northern Trust
08.2022 - 08.2024
Financial Analyst
Northern Trust
08.2020 - 08.2022
Finance and Marketing Intern
PARA Learining
04.2020 - 06.2020
Bachelor of Commerce - Accounting And Finance
Sri Bhagawan Mahaveer Jain College
MBA - Finance
Symbiosis School of Digital Learning
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