Gunasekar H
Chennai
Summary
- An enthusiastic & high energy driven professional, targeting assignments in Asset management in 401(K), US Retirement Process, Auditing and Validating Report in transaction processing with a reputed organization.
- A competent professional with over 9 years and 9 Months of experience and a zeal to make career in Asset Management, U.S Retirement Process 401K, Auditing and Reporting.
- Skilled in creating/ capturing process updates/ workflow pertaining to business & process Gained excellent knowledge of Legal environment and wording to handle requests of amendments from the counterparties.
- Ensured the resources are utilized &available within the team to their fullest potential, provided on-time feedback on their performance, mentored &supported the team to maintain smooth operations CORE COMPETENCIES Asset Management Auditing \ Validating Operations Management 401(K) & Profit Sharing Generating Reporting Company Match.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Analyst
Fidelity Investments
Chennai
01.2023 - Current
- Auditing and generating report on Company match, Profit Sharing process using COLA limits
- Validating Report and identifying issue while generating or calculating the Match Report
- Calculating Company Match, True up and Profit-Sharing Portion for Employer
- Monitoring performance and providing feedback and advice for improvement and development
- Performed other duties as assigned by manager
- Assign all work assignments, commit the team to the work, manage the quality of the work
- Ensuring all process of Confirmation and Matching are completed on a timely basis and day-to-day SLA & quality parameters are met
- Managed timekeeping, vacation, and attendance
- Identified operational issues and devised goals and plans to address them
- Assigned tasks to individuals
- Ensuring that customers service expectations are met, including achieving all service levels metrics and quality performance goals.
Process Specialist - Senior Process Specialist
Fidelity Investments
Chennai
11.2017 - 12.2022
- The primary responsibility of the Asset management function is to ensure timely completion of all record-keeping tasks related to the deposit of participants money into a 401(k) account
- These responsibilities include Record keeping Services, managing 401(k) accounts, Disc reconciliation, assisting client services & plan administration managers in terms of escalation management, act as a point of contact
- Analyzing errors & control breakdowns, determining root causes & trends
- Managing 401k accounts, particularly in setting up account, posting contribution’s, freezing and account closure
- Analyzing client’s request that are entered through XTRAC and assisting them based on the nature of the query
- Posting contribution into the participants account using FPRS Mainframe tool based on the funding and investment portfolio provided by the client
- Placing stock trades on behalf of client
- Identifying research and resolve posting discrepancies and reconciliation issues for trade transaction
- Maintaining healthy work environment and inculcating bonded teamwork with high work ethics
- Conducting daily huddle to cascade the updates, discuss about the errors, share the best practices and encourage team members to share their learning.
Associate
Tata Consultancy Services
Chennai
07.2014 - 08.2017
- Working as a System Support Analyst (Email Supporting) for onshore team
- Users directly raise the queries to our shared mailbox, we will check the queries, based on the user’s request analyzing it and giving the resolution for their queries through email
- Using the Oracle based application we generate reports & provide it to the users and update the ticket status from end-to-end client Queries & Reponses
- Do Implementation on a month-on-month basis in this application based on the client’s request
- Work on application modifications and also do QA testing for the new modification done in the application as per the client request
- Identifying critical issues and escalating to the L2 & L3 teams.
Education
B. Com -
The New College
01.2014
12th -
Wesley Higher School
01.2011
10th -
NKT Boys High School
01.2009
Skills
- Asset Management
- Operations Management
- Merlin
- XTRAC
- Mainframe
- FPRS
- Client management
- Data Analysis
- Audit Support
- Issue Identification
- Analytical Thinking
Certification
LEAD program in Emerging leader, MM/DD/YY, 6 Months, Learned about TALENT, LEADERSHIP, DEVELOPMENT & GROWTH.
Accomplishments
- Fidelity Offered 90 Company Shares on 2022 & 2023 for outstanding Performance
- Performance as Individual Contributor (Processed 1500 transactions single hand with no discrepancy)
- Coaching and mentoring to the team members (Process Training and coaching the team to address stakeholder queries)
Languages
Tamil
First Language
English
Upper Intermediate (B2)
B2
Timeline
Senior Analyst
Fidelity Investments
01.2023 - Current
Process Specialist - Senior Process Specialist
Fidelity Investments
11.2017 - 12.2022
Associate
Tata Consultancy Services
07.2014 - 08.2017
B. Com -
The New College
12th -
Wesley Higher School
10th -
NKT Boys High School
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