Debjani Sinha
Investment banking
Mumbai,Maharashtra
Summary
Highly focused Investment professional bringing expert-level knowledge of CIB operations. Leverages industry knowledge and analytical capabilities to determine risk levels and optimize investment strategies. Offers excellent report writing and presentation skills. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines.
Overview
14
14
years of professional experience
3
3
Certification
Work History
Team Lead
State Street Corp Mumbai Pvt. Ltd
Mumbai
09.2014 - 11.2022
- 2014-2018 in Portfolio reconciliation as Sr.Associate/Emerging Lead, 2018-2022 as Team Lead in trade support for Cross location clients
- Provide services to internal clients within the organization, serving various entities such as portfolio managers, brokers , compliance, and other businesses on a global scale.
- Worked as an integral part of the team, ensured compliance with Service Level Agreements (SLAs) and relevant regulations, did escalations to management when required.
- Conducted control review's, initiated call-backs, and handled escalation process efficiently.
- Worked on projects related to the day-to-day data management operations, with a focus on maintaining data accuracy, consistency, and efficiency.
- Mentored fellow team members on ongoing tasks and take on the role of training and nurturing them to become subject matter experts.
- Reviewed and maintained setups, business access, client data, brokers, portfolio accounts, and market data elements.
- Reviewed existing systems and procedures regularly, contributes ideas and engages in continuous improvement initiatives within the BO/MO domain.
- Organized regular meetings with all stakeholders to ensure clear communication between departments.
Senior Associate
Syntel (SSSSPL) Pvt Ltd
Pune & Mumbai
12.2009 - 04.2014
- 2009-2012 had exposure to portfolio reconciliation and end to end break investigation for cash, position and price level, 2013-2014 in trade confirmation and ETD settlement for EMEA clients
- Led internal projects, involved in pilot process for new/upcoming business and set up procedure and job aids for cross location business.
- Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
- Provided direction and guidance to junior associates on complex tasks.
- Handled multiple recons like cash, position, trade and price and manage mail queries and follow up on issues with brokers/clients and internal business teams.
Analyst
Eclerx Services Pvt Ltd
Mumbai
04.2007 - 05.2008
- Prepare and publish daily trade validation report of CDS/IRS/CDO swap trades to clients
- Managed broker/IM trade capturing, reference data, and portfolio reconciliations
- Exposure to OTC markets and products like CDS, CDO, IRS, AMS.
Intern
Assistant to CA-Tax consultant
02.2006 - 09.2006
- Gained initial experience in tax calculations and filing returns.
Education
MBA - Finance
Welingkar Institute of Management Development & Research
Mumbai01.2021
Master's in accounting and Finance -
Mumbai University
Mumbai01.2008
Bachelor's in accountancy and Finance -
Mumbai University
Mumbai01.2006
Skills
- Middle Office Operations
- Reconciliation Control
- Trade Support
- Technical skills: Ms office suite, Excel VBA, Power BI
- Lean six Sigma Green belt
- Documentation and Reporting
- Teamwork and Collaboration
- SOP Adherence
- Process Improvement
- Onboarding and Orientation
- Complex Problem-Solving
- Due Diligence
- Analytical Research
- Compiling Data
- Problem-Solving
- Team Training and Mentoring
Certification
- NCFM Certification -Securities Market (Basic)
- IRDA insurance agent
- NISM Mutual Fund Distributor VA
- Leadership skills- IIM-A (online)
- Agile Foundation – Linkedin
- Technical skills - MS Office & tally, Excel VBA, Power BI
- Lean Six Sigma Certification -Green Belt
- Sap FiCO ( learning)
Accomplishments
- Automated reporting process for exposures and inc near-misses (2011-2012).
- Developed excel tools for systematic recon reporting at Syntel Pvt Ltd.
- Awarded for performance and Lean Facilitator Certificate at State Street.
- Recognized for FTTOP on-boarding process at State Street.
- Participated in volunteer CSR events (2015-19).
Personal Information
English Hindi Marathi Bengali
Languages
Bengali
First Language
English
Advanced
C1
Hindi
Advanced
C1
Additional Information
Location Preference : Mumbai, Pune, Ahmedabad, Bengaluru , Hyderabad, Chennai
Timeline
Team Lead
State Street Corp Mumbai Pvt. Ltd
09.2014 - 11.2022
Senior Associate
Syntel (SSSSPL) Pvt Ltd
12.2009 - 04.2014
Analyst
Eclerx Services Pvt Ltd
04.2007 - 05.2008
Intern
Assistant to CA-Tax consultant
02.2006 - 09.2006
MBA - Finance
Welingkar Institute of Management Development & Research
Master's in accounting and Finance -
Mumbai University
Bachelor's in accountancy and Finance -
Mumbai University
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