Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Kartik Salunke

Kartik Salunke

Investment Banking Associate | Trade Settlement | IMS TM

Summary

Dynamic and detail-oriented Associate at State Street with proven expertise in Trade Settlement and post-trade operations. Skilled in resolving discrepancies, maintaining data integrity, and driving process improvements. Strong analytical mindset combined with effective communication to collaborate across global teams. Committed to operational excellence within Investment Management Services.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Associate – Trade Settlement | IMS TM

State Street
10.2023 - Current

As an Associate in Alpha Operations, I support post-trade activities for global investment management clients. My responsibilities include ensuring timely and accurate trade settlement, resolving trade discrepancies, and maintaining data integrity across systems. I collaborate closely with custodians, brokers, and internal teams to ensure smooth trade lifecycle management and client satisfaction.

Key Responsibilities:

  • Perform trade matching, confirmation, and settlement for equities, fixed income, and derivatives
  • Investigate and resolve trade breaks and settlement fails in coordination with brokers and custodians
  • Support data integrity and reconciliation processes within the IMS (Investment Management Services) Trade Management module
  • Ensure accurate transaction booking, amendments, and exception handling
  • Maintain strong communication with internal stakeholders and external counterparties
  • Adhere to compliance, risk, and control procedures across operational workflows
  • Contribute to process improvements and automation initiatives
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.

Education

MBA - Business Analytics

Amity University Online
Noida, India
04.2001 -

BBA - International Business(Finance)

Sanjivani Arts, Commerce And Science College, Kopargaon
Kopargaon, India
04.2001 -

Skills

Trade Settlement & Reconciliation

Certification

Advanced Excel

Timeline

Associate – Trade Settlement | IMS TM

State Street
10.2023 - Current

Advanced Excel

10-2022

MBA - Business Analytics

Amity University Online
04.2001 -

BBA - International Business(Finance)

Sanjivani Arts, Commerce And Science College, Kopargaon
04.2001 -
Kartik SalunkeInvestment Banking Associate | Trade Settlement | IMS TM