Accomplished SME Lead at State Street investment services, adept in RPA Technology and stakeholder management. Demonstrated expertise in custody and settlement processes, leading a 20-member team to streamline operations and enhance customer satisfaction. Proven track record in process improvement and team collaboration, significantly contributing to operational excellence.
Overview
11
11
years of professional experience
Work History
SME Lead
State Street investment services
02.2021 - Current
Currently playing Specialist & SME Lead role for Custody and Settlement process with team size 20
Global Custody Operation Team Lead – Trade Settlement & Processing
SPOC for fund groups on settlement issues, booking desk, Process Buy, Reversals
Support Depository Trust and Clearing Corporation (DTCC) Settlement functions
Expert on Pre-Matching and RCA on Unmatched trades, Broker rejections
Ensuring settlements of FOP and DVP trades and special desks (SPO & Loan Trades)
Expertise on Fund group administration, Hold/Release process, Books Management
Tools expert on IMT, DTC, Settlement Web & Multi-Currency Horizon
Hands-on in JIRA, Tracking, allocation, Execution, Quality, Delivery and EOD Reporting
Experience in Leading teams, onboarding, cross skilling, triaging and problem solving
RPA trained, Hands-on Excel Automation and Data scrapping
Sr.Associate
BNP Paribas
07.2018 - 01.2020
As Sr.Associate, was engaged as day-to-day operation centralized to Trading and Settlement
Involved as an associate in Middle Office module trade processing
Expertise on Trade Capture and Matching, securities, market settlement
SPOC for Settlements and Final Resolution processes
Expertise on Trade Matching in Trade processing workflow
Handled Trade flow through SWIFT and HI Portfolio channels and Intelli-Match
Experience in crossed border trade, Private trade, Live ISIN
Hands on EOD activities (reporting, quality check and reconciliation)
Sr.Analyst
STATE STREET – HCL Services Ltd
04.2016 - 06.2018
As Senior Analyst, was engaged as day-to-day operation centralized to Reconciliation
Involved and Analyze Multiple Intraday deadlines for clients
Consultant in Fund Administrative service portfolio group
Hands-on experience in Portfolio reconciliation for security lending, SWAP and FX
Actively involved in new fund migration and Documentation
Created Standard Operating Procedures (SOP) and documentation
Senior Analyst
RR Donnelly Pvt Ltd
04.2014 - 06.2016
As Senior Analyst, was engaged as day-to-day operation centralized to Reconciliation
Involved in balance sheet analysis and report generation
Published reports for 10K (Annual) and 10Q (Quarterly) Financial periods
Part of the financial reporting on planning, forecasting and decision-making data
Team responsible for publishing reports on Balance Sheet, Statement of Income, Cash Flow and Equity Statement as per SEC guidelines and US GAAP Taxonomy
Validate & Generate reports as requested by the business to support the overall process regionally or globally
Education
Masters of Business Administration - Finance
Anna University
Bachelor of Commerce -
Madras University
Skills
RPA Technology - UI Path Automation
Banking Tools - Intelli-Match,TRI-Optima, DDTC Web Portal
SME/ Lead II System Management at Kyndryl India Pt. Ltd (Spin-off of IBM Ltd)SME/ Lead II System Management at Kyndryl India Pt. Ltd (Spin-off of IBM Ltd)