Summary
Overview
Work History
Education
Key Projects
Accomplishments
Certification
Languages
Timeline
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Kunaal Thakur

Kunaal Thakur

Pune

Summary

Analyst with 1+ year expertise in Margins Operations and Interest Processing for REPO and TBA products in investment banking. Demonstrated ability to manage margin calls, collateral movements, and daily interest accruals with precision. Skilled in verifying client payments and processing interest settlements while ensuring compliance with internal controls and market regulations.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Analyst

eClerx
PUNE
07.2024 - Current
  • Ensured accurate recognition of interest accruals from collateral movements on Repo and TBA products in accordance with market conventions.
  • Validated payment instructions through comprehensive wire verification for interest settlements and margin call payments, reducing operational risk.
  • Facilitated timely resolution of critical client communications by managing escalations and reporting exceptions to senior management.
  • Resolved margin call breaks and discrepancies to minimize risk, and investigated discrepancies to ensure timely resolution.
  • Trained new team members, and facilitated knowledge transfer sessions.
  • Assisting with query resolutions and supporting team members during critical activities.
  • Actively involved in the migration of the interest processing tool by testing end-to-end activities under UAT, ensuring a smooth transition from the legacy application to the new platform.

Equity Research Intern

Equivalue Search Pvt Ltd
Pune
12.2022 - 02.2023
  • Finding Industry and Market data
  • Analysis of Industry trends and assisting in due diligence for potential new investments including market research
  • Worked on Project: Investor's Preference to a selection of mutual fund portfolio.

Education

MBA - Finance

Dr D.Y. Patil School of Management
Pune
09-2023

BBA - Marketing

Sinhgad College of Science & Commerce
Pune
07.2021

HSC(CBSE) - COMMERCE

Central Railway E/M Senior Secondary School
Bhusawal
05-2018

Key Projects

Interest settlement tool migration – UAT and process transition

  • Leading UAT testing for migration of the Interest settlement process to a new application ( LUME ), ensuring accuracy and system readiness.
  • Identified process gaps, reported defects/exceptions, and supported a smooth transition from legacy to the new platform

Accomplishments

  • Attention to detail and problem solving
  • Time management and prioritization
  • Technical Tools: Monet, Acadia Soft, GCS, LUME,TLM, Global Cash Management System
  • Wire verification and payment reconciliation
  • Domain: Fixed Income Financing, OTC Market, Trade Lifecycle, Collateral Management Tools & Software: MS Office (Microsoft Excel, Word )

Certification

  • Skill of the year 2025 – Generative AI “Certification from Technical University of Munich”
  • SAP FICO
  • TALLY PRIME
  • MSCIT

Languages

  • English
  • Hindi
  • Marathi

Timeline

Analyst

eClerx
07.2024 - Current

Equity Research Intern

Equivalue Search Pvt Ltd
12.2022 - 02.2023

MBA - Finance

Dr D.Y. Patil School of Management

BBA - Marketing

Sinhgad College of Science & Commerce

HSC(CBSE) - COMMERCE

Central Railway E/M Senior Secondary School
Kunaal Thakur