Kamali Palanivel
Team Lead
Summary
Experienced Investment Banking Operations Lead with 7.4 years of expertise, including hands-on experience with ServiceNow, particularly in creating and managing dashboards to track operational performance. Skilled in resolving reconciliation discrepancies, setting up reference data, processing and settling trades and loading cash. Proven ability to manage stakeholder expectations across departments, ensuring clear communication and timely issue resolution.
Overview
8
8
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Team Lead
Infosys BPM
2022.09 - Current
- Leading a team of 6+ investment banking professionals and introduced a new capability/ team based on client's requirement.
- Built a anew service management capability from inception by understanding the requirements of clients/stakeholders and have created SOPs, controls and ServiceNow, Excel dashboards were created to provide timely updates on the process to various stakeholders.
- Managing Investment Banking (service management) related queries like Corporate Actions, Reference Data, Pricing, Fixed Income, Derivatives, Index on CRM tools - ServiceNow & Salesforce and making sure to provide resolution within SLA.
- Support various stakeholders in reaching their goals by providing RCA and statistical insights on recurring data queries and assisting them on building new tasks/ controls to address the issue.
- Liaising with Data vendors like Bloomberg, IDC and internal system to challenge on data related issues based on various policies and analysis.
- Created and published weekly and daily reports for governance call presentation along side client ops manager.
- Conducted training sessions for stakeholders/clients to adapt servicenow and mentored team members to promote productivity, accuracy and commitment to provide better service to stakeholders.
Senior Financial Analyst
Russell Tobin
2022.05 - 2022.07
- Position reconciliation.
- Repo based product reconciliation, investigating the difference between custody and accounting side.
- Reporting and creating Management Information reports.
Associate
State Street HCL Services
2017.06 - 2021.10
- Loading Custody Cash.
- Reference Data setup.
- Trade processing (Auto & Manual) and reconciliation.
- Dividend processing.
- Asset Reconciliation.
- Analyzing and Research on various types of Corporate Actions applied to the fund.
- Closely worked with Client, IM, Custody on resolving breaks.
Involved in Statutory reporting (Schedule-D) and updating Quality Ratings. - Ensuring in Quality Assurance & Timely delivery.
- Preparation of Standard Operating Procedures.
- Responsibility of communicating with Client Service officers on Emails.
Education
Bachelors of Commerce - Professional Accounting
Sri Krishna Arts And Science College, Coimbatore
2001.04 -
Skills
Cash & Trade Reconciliation
ServiceNow
Salesforce
Advanced Excel
Basic SQL
BloombergTerminal
Stakeholder Management
Performance monitoring
Process improvement
Coaching and mentoring
Certification
NISM
Accomplishments
- Awarded Rising Star for effective communication and reducing SLA breaches in process by Q2 2023.
- Awarded as Best financial analyst for taking up client transitions and minimalizing external errors.
- Has been awarded as a Extra Miller for process support and client engagement.
Timeline
Team Lead
Infosys BPM
2022.09 - Current
Senior Financial Analyst
Russell Tobin
2022.05 - 2022.07
Associate
State Street HCL Services
2017.06 - 2021.10
Bachelors of Commerce - Professional Accounting
Sri Krishna Arts And Science College, Coimbatore
2001.04 -