A work professional having 2.5 years of experience in investment banking with strong research problem solving and decision making skills, ability to work independently or as a team.
Overview
2
2
years of professional experience
Work History
Process Analyst
Broadridge
Bangalore
07.2022 - Current
Process both mandatory and voluntary specific corporate actions related to international and U.S. securities held.
Setting up equities and fixed income securities using the Bloomberg interface, in addition to Barclays: Market Post Trade.
Updating missing prices, justifying the price with evidence.
Regarding mandatory verification of DTCC terms and instructions while setting up the announcements of events for U.S. securities and using RBC, CITI for international securities while setting the events such as mergers, MANEX, reverse stock split, stock split, rights distributions, stock dividend, spin-off, etc.
Regarding the voluntary setting up of equities and fixed income securities by using different agents and custodians such as DTC, PBS, FIS, CITI, RBC, BONY, EUROCLEAR, CLEARSTREAM, and BARCLAYS: market post-trade.
Ensure all the checklists and checkpoints have been recorded for the team on the same day.
Good knowledge of Corporate Action events and processes in static data.
Ensure daily deadlines are met in a multi-batch environment.
Identify, analyze, and justify/resolve issues.
Interact regularly with on-site partners for clarifications.
Manage responsibilities, including the receipt of the custodian announcement, the scrubbing/comparison of data, and the notification of corporate action events to a specific client.
Ensure client SLA and deadlines are met.
Facilitate prompt investigation and resolution of any client queries in a timely and professional manner. Ability to work closely with business partners, interact with all staff levels, be flexible, follow tight deadlines, and organize and prioritize work.
Ability to work closely with business partners, interact with all staff levels, be flexible, follow tight deadlines, and organize and prioritize work.
Education
B.Com - Accounting And Finance
Yogi Vemana University
Kadapa
05-2021
MBA - Finance And Marketing
SK University
Ananthapur
Skills
Business requirements analysis
Reporting skills
Presentation
Attention to detail
Team-oriented
Strong work ethics
Accomplishments
Appreciation from clients in regards of processing and quick responses in resolving queries.
Allocation of critical tasks to me, trust of my team & my manager.
Received many ACE Awards for supporting the team in critical times and worked by stretching the BAU hours .
Got Appreciations for performing in many team Building activities and CSR activities