Erappa M U
Bengaluru
Summary
An aspiring individual with considerable experience in Investment banking industry, which helped me in building wide range of skills and knowledge. I am reliable and organized who works well under pressure, pays great attention to detail, and can work both independently and as part of a team. Aspiring for a growth-oriented career providing scope for continuous learning and work in a progressive work culture with the freedom of creativity and innovation
Overview
6
6
years of professional experience
Work History
Technology Business Systems Analyst
Wells Fargo International Solutions Pvt. Ltd.
10.2022 - Current
- Provide first line support for TSG applications and surround systems and provide test coordination for infrastructure initiatives impacting TSG applications
- Work on requests from TSG team members / business groups for application related support to provide uninterrupted service to trust clients
- Act as a liaison between the SEI vendors and SEI end users.
- Coordinate and setup meetings between Business and SEI vendors to resolve issues impacting the business on priority basis.
- Broadcasting application and various business-related communication to SEI end users.
- On daily basis check application status/overnight batch has run accurately and communicate to business.
- Responsible to perform preliminary research and resolve issues impacting the business.
- Submit problem tickets to Technology and SEI vendors on work requests from business.
- Attend various meetings to discuss and follow-up on issues affecting the business.
- Prepare month end reports on the application stats and publish to business leaders.
- Prepare EOD report to make sure all the tasks are accomplished.
- Managed daily operations for optimal productivity, ensuring timely completion of tasks.
- Collaborated with cross-functional teams to successfully execute projects and deliver results.
Securities Operations Representative
Wells Fargo International Solutions Pvt. Ltd.
12.2017 - 10.2022
- Assisting/Responding to the Investment Manager Relations clients on the daily queries (Trade settlement status, account balance status, reconciliation statements, account setup, etc).
- Serves as the daily contact for already-executed trade processing, corporate actions, Term loan, pay down & interest postings for term loans and various inquiries for Investment Managers.
- Responsible for Quality checking trades with a net value of 10Million - 100Million
- Ensuring all trade requests are captured and settled timely to avoid Buy-ins or TMPG Claims
- Researching failed trades, Unaffirmed confirms, Cancelled confirms and Auto Pend Rejects.
- Reconciliation of Client holdings against broker statements.
- Responsible for timely processing of Incoming and Outgoing wires.
- Process term loans and make sure wire has been sent out to the client on timely manner.
- Responsible for performing monthly review in updating Authorized Signature Lists (ASLs).
- Established SOP’s and detailed procedures to streamline workflow.
Education
Bachelor of Commerce - Finance
Christ University
Bengaluru, India05.2017
Skills
- Process Documentation
- Production Support
- Excellent Communication
- Problem-solving aptitude
- Research and analysis
- Cross-Functional Collaboration
Accomplishments
- Received appreciation emails and thank you notes from Business partners.
Languages
English
Bilingual or Proficient (C2)
Kannada
Bilingual or Proficient (C2)
Timeline
Technology Business Systems Analyst
Wells Fargo International Solutions Pvt. Ltd.
10.2022 - Current
Securities Operations Representative
Wells Fargo International Solutions Pvt. Ltd.
12.2017 - 10.2022
Bachelor of Commerce - Finance
Christ University
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