Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
Generic
Lavanya P

Lavanya P

Bangalore

Summary

Analyst with 3.3years of experience and also Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven with a passion for growth and efficiency to meet company needs and increase service value.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Reference Data Specialist IV

JP Morgan Chase & Co
10.2024 - Current
  • Innovate on process improvement and automation, and manage assigned task independently.
  • Ensure all aspects of transaction management for clients are completed on time and exceptions and client inquiries are resolved.
  • Maintain finance industry derivatives ,products and processed with strong analytical skills closely working with financial products of the firm.
  • Data management and analysis ,gathering, evaluating and analyzing data related to various BAU activities related to client risk management.
  • Collaborate with clients and understanding CSP request and objectives to ensuring risk ,requirement and identifying to mitigate.
  • Understanding regulatory and compliance obligations for the region and proactively manage contingency plans and procedures to prevent business disruption.
  • Proactively assess evolving regional risk and understanding business requirement and implementation for project growth.
  • Collaborate with senior divisional CSP for required legal document and ensure any changes impacting on client risk for further approvals.
  • Conducting in-depth analysis to assess the credit and financial strength of borrowers and counterparts by performing fundamental credit analysis of counterparties using both quantitative and qualitative factors.
  • Support a risk management senior leadership with analysis, reporting and presentations.
  • Identify and escalate notable industry and performance trends and recommend appropriate action to senior team member.

Associate

Carelon Global Solutions
07.2022 - 10.2024
  • Analysing business processes to identify area for improvement and optimization.
  • Assisted in development of annual budgets by providing data-driven insights and recommendation.
  • Evaluated vendor performance and negotiated contracts to reduce costs and improve service levels.
  • Supported change management efforts by tracking progress towards objectives and addressing barriers as they arose.
  • Performing risk assessment on individual and entities based on their country of operation, nature of business, Product offered to the customer and ownership risk.
  • Perform Entity or Client research through primary and secondary data sources.
  • On-board the legal entities and Sub accounts into system by updating Legal name, Registered and Domicile address, Identifier, Hierarchy and Nature of Business.
  • Modification of the existing attributes based on External sources such as Company Register, Regulators, company websites, Homepage Etc.
  • Providing reporting services with quality validation which includes Client On boarding and amending the client details as per business requirements.
  • Conducted risk assessment to proactively identify potential operational issues and develop mitigation strategies.
  • Prepared detailed documentation outlining business requirements, solution design specifications, testing plans training manuals.
  • Recommended implementation strategies for new systems, procedures, and organizational changed.
  • Collaborated with cross-functional teams to implement process improvements and enhance efficiency.
  • Investigated discrepancies in financial statements or other documentation as part of internal efficiency and quality.

Education

Bachelor of Commerce - Accounting and Finance

Vijaya College
Bangalore
09.2021

PUC - Accounting and Finance

SN Bhat PU College
Bangalore
03.2018

Skills

  • Decision making
  • Interpersonal skills
  • Analytical thinking
  • Risk Mitigation
  • Time management
  • Problem solving
  • Business development
  • Strategic Planning
  • Operation management

Certification

  • Alteryx
  • KYC - AML Certified
  • Anti-Money Laundering (AML) Business Risk Assessment
  • Certified of investment banking operations.

Awards

Received 'Star of the Month' award thrice., Appreciation award from the management for quality work., Learning Achievement award and Service and Commitment award.

Timeline

Reference Data Specialist IV

JP Morgan Chase & Co
10.2024 - Current

Associate

Carelon Global Solutions
07.2022 - 10.2024

Bachelor of Commerce - Accounting and Finance

Vijaya College

PUC - Accounting and Finance

SN Bhat PU College

Similar Profiles

CREATE PROFILE
Lavanya P