KRITHIKA GUNDANNA
Bengaluru
Summary
Results-oriented project management professional with over 11 years of experience in Agile methodologies, successfully delivering projects on time and within scope. Proven expertise in system analysis, testing, and implementation that enhances operational efficiency. Exceptional leadership abilities cultivate high-performing teams through targeted recruiting, training, and coaching. Adept in client relationship management for Mutual Fund investments, dedicated to driving continuous improvement and innovative solutions.
Overview
14
14
years of professional experience
Work History
Associate - Manager, Change Management
JP Morgan Services India Pvt Ltd
04.2023 - Current
- Led new product integrations, process automation, system enhancements, and data enrichment initiatives.
- Utilized Agile methodology to develop and deploy new financial offerings.
- Facilitated collaboration among stakeholders to develop change management strategies.
- Facilitated successful implementation of significant programs like UK Faster Payments System, SEPA, BACS and US Real Time Payments.
- Collaborated with leadership, technology teams, operations, and business units to drive project success.
- Tracked project milestones with JIRA, and communicated updates to stakeholders.
Client Relationship Manager
Deutsche Bank
Mumbai
10.2022 - 03.2023
- Functioned as the main liaison for domestic clients involved in Mutual Funds.
- Facilitated communication between clients and organizational teams to ensure requests are acknowledged.
- Oversaw the timely completion of pending trade settlements for clients.
- Liaised between in-house Fund Accounting Team and Client to align investment management with client requirements.
- Enhanced operational efficiency by implementing STP for trade process automation.
Client On-boarding Team
JP Morgan Services India Pvt Ltd
06.2019 - 08.2021
- Executed proof of concept, model office testing, and client parallel stages during the migration process to JPM.
- Developed Recon through essential tool coding for seamless process operation.
- Optimized automation processes using Xceptor to reduce manual intervention.
- Ensured successful client onboarding processes and verified reconciliations aligned with NAV.
Hedge Fund Accounting
JP Morgan Services India Pvt Ltd
03.2016 - 06.2019
- Responsible for calculating NAV, allocation processing and fee calculation.
- Validate exceptions in Hedge Fund performance through P & L analysis.
- Executed dividend and interest reconciliations & verified with Bllomberg.
- Performed NAV calculations and compiled lead sheets across fund types.
- Executed booking of transactions for multiple funds including Master, Feeder, and Standalone types.
- Recorded expenses, accruals and payments for funds according to budget and invoices.
- Executed reconciliation of positions and cash with Custody/Broker statements on Arcesium.
- Ensure Scorecard is current for scheduled meetings with onshore teams.
Portfolio Control & Analysis (PCA)
Goldman Sachs Services Pvt. Ltd.
Bangalore
01.2014 - 09.2014
- Oversaw position reconciliation with brokers and fund administrators for OTC products.
- Handle daily cash margin discrepancies with relevant parties including DCM/FCMs and custodians.
- Oversaw preparation of client reports along with daily reconciliations and monthly NAV evaluations.
Goldman Sachs Administrative Services (GSAS)
Goldman Sachs Services Pvt. Ltd.
Bangalore
05.2012 - 12.2013
- Analyzed fund components like Cash, Position, and OTC to execute daily and monthly reconciliation using data from Prime brokers and Custodians.
- Generate monthly NAV summaries for custodian review.
- Executed a project focused on evaluating team tools to mitigate risks and protect the portfolio from potential impacts.
- Liaised with Vendor Management to establish feeds with external Prime Brokers and Counter Parties.
- Create procedure documents detailing task completion methods.
Collateral Management Department
Deutsche Bank Group (DBOI)
Bangalore
05.2011 - 04.2012
- Coordinated the setup of collateral accounts while managing amendments based on ISDA and CSA guidelines for international market clientele.
Education
Graduate - Bachelor of Business Management
SBMJC - C.M.S
01.2011
Skills
- Project and change management
- Process automation and operational efficiency
- Stakeholder engagement
- Agile methodology
- Cash and position reconciliation
- Fund accounting and operations
- Derivative reconciliation and settlement
- Client relationship management
Languages
- English
- Hindi
- Kannada
- Tamil
Personal Information
Date of Birth: 04/27/90
Timeline
Associate - Manager, Change Management
JP Morgan Services India Pvt Ltd
04.2023 - Current
Client Relationship Manager
Deutsche Bank
10.2022 - 03.2023
Client On-boarding Team
JP Morgan Services India Pvt Ltd
06.2019 - 08.2021
Hedge Fund Accounting
JP Morgan Services India Pvt Ltd
03.2016 - 06.2019
Portfolio Control & Analysis (PCA)
Goldman Sachs Services Pvt. Ltd.
01.2014 - 09.2014
Goldman Sachs Administrative Services (GSAS)
Goldman Sachs Services Pvt. Ltd.
05.2012 - 12.2013
Collateral Management Department
Deutsche Bank Group (DBOI)
05.2011 - 04.2012
Graduate - Bachelor of Business Management
SBMJC - C.M.S
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