Jayaram VP
Bengaluru
Summary
Adept at spearheading operations with a proven track record at Envestnet Asset Management, I excel in reconciliation and operational strategy, enhancing efficiency by overhauling process gaps. My leadership in managing a 19-member team and fostering robust external partnerships underscores my exceptional organizational and communication skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Lead Operations
Envestnet Asset Management
Trivandrum
06.2016 - Current
- Expert in identifying the root cause of cash and position discrepancies and implementing effective reconciliation solutions
- Demonstrates a comprehensive understanding of diverse financial products
- Experienced in business and process transition and SOP document preparation
- Manage and oversee trade date affirmations and confirmations across all equity products
- Supervise daily T+1 trade, position, cash, and market value reconciliations
- Oversee daily trade settlements, handle trade fails, and ensure timely fail resolution
- Manage corporate action processing to support seamless operational flow
- Oversee prime broker billing, manage commissions, and facilitate daily balance transfers across prime brokers
- Mitigate operational risk by ensuring timely completion of reconciliations and resolution of breaks
- Cultivate strong relationships with multiple prime brokers and custodians to streamline operations
- Coordinate with various internal departments, including business, trading, technology, accounting, middle office, compliance, and legal, to resolve traderelated issues
- Develop, produce, and regularly update policies and procedures
- Focus on process enhancements, identifying process gaps and weak controls to drive efficiency
- Execute a diverse range of corporate actions, including mergers, dividends, stock splits and acquisitions
- Training and leading the team in their everyday tasks involve analyzing questions and offering answers to different queries
- Managing a 19-member team on the process
Finance Analyst
RR Donnelley
Trivandrum
07.2012 - 06.2016
- Managed financial reporting and ensured compliance with US GAAP and IRS regulations for companies
- Oversaw financial reporting and compliance for Mutual Fund companies
- Provided onshore consulting and business development services for both domestic and international companies
- Assisted with the development and implementation of reporting software for local and international teams, focusing on financial compliance and reporting
- Supported management and clients with financial reporting issues and disclosure requirements
- Delivered software training and support for international teams to ensure compliance with reporting standards
Relationship Officer
HBL Global
Trivandrum
07.2010 - 07.2012
- Analyzed and approved high-value loan applications, ensuring adherence to financial criteria and risk management standards
- Provided specialized services for Non-Resident Indians (NRIs), addressing their unique financial needs
- Advised clients on new products and presented tailored solutions to meet their financial goals
- Trained new team members, equipping them with the knowledge and skills needed to excel in their roles
- Managed and serviced client accounts, ensuring satisfaction and resolving any issues that arose
- Coordinated with internal teams to deliver seamless service and support to clients
Education
Master of Commerce - Finance
University of Kerala
India07-2009
Bachelor of Commerce - Taxation
University of Kerala
India07-2007
Skills
- Operational strategy
- Corporate Actions
- Team leadership
- Resource management
- Project management
- Internal/External Audit
- Problem-solving
- Data analysis
- Productivity management
- Reconciliation
- Communication skill
- Organizational skills
- Operational Efficiency
- Organizational development
- Innovation management
- Workforce planning
- Operational excellence
- Performance monitoring
- Operations management
- Employee engagement
Hobbies and Interests
- Cinema
- Music
- Sport
Languages
- English
- Hindi
- Malayalam
Accomplishments
- Best Performer Award seven times
- Client appreciation of process management
- Best innovative idea award
Languages
Malayalam
First Language
English
Proficient (C2)
C2
Certification
- Banking
- Certificate of Engineering Office
- SQL
- Operation management
Timeline
Senior Lead Operations
Envestnet Asset Management
06.2016 - Current
Finance Analyst
RR Donnelley
07.2012 - 06.2016
Relationship Officer
HBL Global
07.2010 - 07.2012
Master of Commerce - Finance
University of Kerala
Bachelor of Commerce - Taxation
University of Kerala
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