Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

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
09.2022 - 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
05.2022 - 07.2022
  • 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
06.2017 - 10.2021
  • 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
04.2001 -

Skills

Cash & Trade Reconciliation

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
09.2022 - Current

Senior Financial Analyst

Russell Tobin
05.2022 - 07.2022

Associate

State Street HCL Services
06.2017 - 10.2021

Bachelors of Commerce - Professional Accounting

Sri Krishna Arts And Science College, Coimbatore
04.2001 -

Similar Profiles

CREATE PROFILE
Kamali PalanivelTeam Lead