Kiran Poojary
Bengaluru
Summary
Experienced professional with 20 months of experience in the financial services domain, specializing in OTC derivatives such as collateral margin calls and collateral interest. Played a key role in contributing to the success of a leading investment bank. Demonstrates a strong understanding of the trade life cycle and intricasies. Excited and motivated to embrace a new challenge in my career journey.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Associate II - Collateral Management
State Street
Bengaluru
08.2023 - Current
- Managing the valuation process and margin call bookings efficiently.
- Resolved non-receipts of payments by contacting brokers for payment reference and SWIFT copy.
- Handled broker communication effectively for unanswered margin calls and inquiries.
- Liaised closely with the settlement team, addressing issues of non-receipts and failed trades.
- Managed counterparty and client substitution requests upon maturity and future income.
- Addressed queries concerning discrepancies in collateral, portfolios, and interest.
- Set up SSI systems and conducted follow-up calls to validate information.
- Executed end-of-day activities post daily process completion.
- Managed the timely transmission of daily reports to clients.
- Facilitated comprehensive cross-training for team efficiency.
Education
Bachelor of Commerce -
Bhandarkars' Arts And Science College
Kundapura10-2022
Skills
- Collateral Management
- Standard Settlement Instructions (SSIs)
- Understanding of SWIFT
- Collateral disputes
- MS Office
- Bloomberg Terminal proficiency
Certification
- Certified Investment Banking Operations Professional (CIBOP) - Imarticus Learning (March 2023)
Affiliations
- National Service Scheme (NSS): Engaged in awareness campaigns, community outreach, and environmental projects, promoting social responsibility
- National Cadet Corps (NCC): Participated in camps and activities, enhancing leadership, discipline, and teamwork skills
Timeline
Associate II - Collateral Management
State Street
08.2023 - Current
Bachelor of Commerce -
Bhandarkars' Arts And Science College