Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Chandramouli Pandian

Summary

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
  • Trading Tools - Multi-Currency Horizon,Central Trade Mgmt,IMT
  • Reporting Tools - JIRA, MS-Excel
  • OS & Database - Windows 10x
  • Presentation Tools - MS Word & PPT
  • Stakeholder management
  • Customer focus
  • Troubleshoot service issues
  • Team collaboration
  • Multitasking
  • Problem-solving abilities
  • Business reporting
  • Process improvement
  • Customer relationship management
  • Quality assurance
  • Business continuity planning
  • Task prioritization
  • Business process reengineering
  • Market research

Affiliations

  • Football Team Player & representing HCL State Street for Inter corporate tournaments at across India

Timeline

SME Lead

State Street investment services
02.2021 - Current

Sr.Associate

BNP Paribas
07.2018 - 01.2020

Sr.Analyst

STATE STREET – HCL Services Ltd
04.2016 - 06.2018

Senior Analyst

RR Donnelly Pvt Ltd
04.2014 - 06.2016

Masters of Business Administration - Finance

Anna University

Bachelor of Commerce -

Madras University
Chandramouli Pandian