Mundackal Baby Mathew
Coimbatore
Summary
Experienced Senior Associate with analytical and flexible approach to solving problems. Decisive leader driven to optimize processes and streamline operations for team efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Associate - Reconciliation, Alternative Investments
State Street Corporation
Coimbatore
07.2024 - Current
- Focused on and worked with financial products such as debt securities, exchange-traded derivatives (futures), foreign exchange (spot and forward), and equities.
- This role involves performing reconciliations, identifying and resolving discrepancies, and adding accuracy to the recon.
- Will be responsible for following standard operating procedures (SOP), conducting root cause analysis (RCA) in case of errors.
- Processing invoice postings (custody fees, etc.). Grabbing support from vendors (BBG, MDQT, Euro Clear) to analyze discrepancies with dividends, interest, and paydowns, to process corporate actions (spin-off, acquisition, etc.), and to get fixed.
- Identifying and resolving any cash, position, and corporate action breaks in a timely and accurate manner.
- Collaborating with other departments (Ops, Custody) to investigate and resolve any reconciliation discrepancies (trades, invoices, etc.).
- Communicate effectively with internal (NAV) and external (Broker/Clients) to address any support or concerns related to reconciliation activities.
- Responsible for overseeing a client with a minimal team of associates and reviewing their work before signing off to avoid additional noise.
Specialist
State Street HCL services (India) Private Limited
Coimbatore
03.2022 - 06.2024
- Similar to current experience description (State Street HCL Services (India) Private Limited is wholly owned by State Street Corporation from 1st July 2024.)
Manager - Broking
Kotak Securities Limited
Coimbatore
04.2021 - 02.2022
- Managed a team of broker-dealers who act as certified dealers in buying and selling securities on behalf of clients, with approval.
- Along with the team, we will provide support in placing orders and acquiring new clients to enhance revenue, profit for clients, and the overall success of the firm.
- Addressing client concerns and resolving issues promptly.
Deputy Manager - Broking
Kotak Securities Limited
Coimbatore
10.2018 - 03.2021
- Strong relationships with existing clients, acquiring new clients to enhance revenue, profit for clients, and providing man-to-man service.
- Client concerns and resolving issues promptly.
Officer - Equity Advisory
Axis Securities Ltd
Kochi
03.2018 - 09.2018
- Created monthly reports detailing sales performance against goals, objectives and targets set by management.
- Conducted market research, identified potential customers and developed relationships with them.
Dealer - Sales and Distribution
Reliance Securities Limited
Coimbatore
03.2016 - 02.2018
- Responded promptly to inquiries from existing or prospective clients regarding investment opportunities.
- Assisted clients with understanding their investment options and selecting suitable products.
Education
Master of Science - Applied Electronics
PSG College of Arts and Science
Coimbatore01.2013
Bachelor of Science - Electronics and Communication Systems
Nehru Arts and Science College
Coimbatore01.2010
Skills
- Corporate actions
- Financial products
- Client communication
- Team leadership
- Reconciliation
- Root cause analysis
- Discrepancy resolution
- Attention to detail
- Client engagement
- Decision-making
- Adaptability and flexibility
- Work Planning and Prioritization
- Team collaboration
- Creative problem solving
Coursework
- Power BI for Beginners, Simplilearn, 2024, Data Modelling
- Power BI Data Modelling Basics, Simplilearn, 2024, Data Modelling
Certification
- Data Science with AI
- Under going to training program from April 2025.
Languages
Malayalam
First Language
English
Advanced (C1)
C1
Tamil
Proficient (C2)
C2
Affiliations
- Certificate of Achievement - Best Xtra Miler (OND-2023)
References
References available upon request.
Timeline
Senior Associate - Reconciliation, Alternative Investments
State Street Corporation
07.2024 - Current
Specialist
State Street HCL services (India) Private Limited
03.2022 - 06.2024
Manager - Broking
Kotak Securities Limited
04.2021 - 02.2022
Deputy Manager - Broking
Kotak Securities Limited
10.2018 - 03.2021
Officer - Equity Advisory
Axis Securities Ltd
03.2018 - 09.2018
Dealer - Sales and Distribution
Reliance Securities Limited
03.2016 - 02.2018
Master of Science - Applied Electronics
PSG College of Arts and Science
Bachelor of Science - Electronics and Communication Systems
Nehru Arts and Science College
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