Am an analytical thinker and a team player who is eager to learn and grow with the organization and persevere to fulfil my professional goals
Overview
11
11
years of professional experience
Work History
Team lead
Northern Trust
Bengaluru
01.2025 - Current
Lead an 8 member’s team and motivate them to achieve the team’s objectives.
Assign tasks and ensure work is completed on time and with quality.
Track team’s performance and provide feedback or coaching.
Act as a bridge between the team and higher management.
Address team issues, conflicts and operational challenges.
Help onboard and train new team members and support skill development.
Ensure projects or deliverables are completed according to timelines and requirement.
Prepare and present progress reports to management.
Consultant
Northern Trust
Bengaluru
04.2023 - 12.2024
Conducted training's and refresher sessions to fill skill gaps for better performance of the team.
Managed multiple projects and accomplished timely completion of the same.
Monitored and reported progress and milestones, resulting in timely completion of projects.
Leading the business operation from BOD reports being generated to EOD reports being sent on timely basis.
Effectively communicating and collaborating with Internal teams for timely accounting sign offs.
Effectively participated in client and IM calls when required.
Effectively managed multiple client transitions and participation.
Risk Management - Exceptions monitoring, control reporting, timely approvals, aged wires tracking and reporting.
Query Management - Have diligently monitored mailbox, escalation management and timely reporting of risky escalations.
Partner Assistance - Assisted partners on critical scenarios and multiple various challenges.
Leadership group - supported the leadership group in planning, execution and monitoring the results of multiple decisions.
Effective allocation of processing and approvals tasks as per the requirement of the business.
Attempting to create procedure manuals and structure of some of the most important scenarios like transitions and participation.
Delivering effective feedback on the progress of junior partners to the management for betterment of the team.
Have been effectively in multiple product testing and execution, Wrote Application testing script.
Closely worked with offshore teams during completion of multiple tasks.
Adapting to multiple new advanced technology that has been introduced to the team.
Senior Associate
InterTrust
04.2022 - 04.2023
Reconciliation of books of record between custody, Investment Manager and Middle Office.
The role Included multiple types of reconciliation such as Cash reconciliation, Position reconciliation, agent bank reconciliation, Investment reconciliation, WSO reconciliation.
Bank loans process training to all the team members from market level to product type.
Analyst, Senior Analyst and Technical Coordinator
Northern Trust
03.2016 - 04.2022
The core activity of the team is processing Paydowns and interests received in the client account. I have undertaken multiple Job responsibilities under the same team.
I have been a processor and approver for multiple transactions processing of wires coming into client account.
I have been core process trainer from past three years which includes tracking new juniors activities and reporting their progress to the management.
I have reconciled multiple book of records like Custodian Investment manager, Agent Bank Investment Manager, Custodian WSO.
I have handled more than 30 Investment managers including the most sensitive clients of the bank.
Undertaken daily verification of interest accrual validation for client and reporting the data to management and IM.
C.A. Articleship
JCSS
01.2015 - 01.2016
One year of articleship under CA Srikanth Srinivasan.
Practical experience in accounting, Tax and Audit.
Clients handled during articleship are Decathlon, TLKI, Gazoo Media Pvt Ltd., Chelsio Communications Pvt Ltd, Kawasaki Manufacturing Pvt Ltd.
Education
Bachelors of commerce -
Bangalore University
Bengaluru
05.2014
Pre - university -
Parikrama - Under Srinivas PU college
04.2011
Skills
Decision Making
Effective Time Management
Adaptability
Ability to Work under Pressure
Teamwork
Microsoft PowerPoint
Communication
Microsoft Office
Leadership Skills
Management Skills
Accomplishments
• Received exceptional performer for consecutive three years in the organization. • Received multiple quarterly awards, spot awards and Star performer in the organization. • Received client level recognition for good maintenance of records. • Received multiple IM recognition's and client representative recognition's. • Received Start leadership award once in the year 2023. • Have been part of one month Duke University Talent Identification Program @ IIMA for entrepreneur leadership. • Been a part of many inter school level athletic competition.
Key Learnings
About Syndicate bank loans and LSTA (Loan Syndication trading association).
Importance of reconciliation and accruals.
To interact with client and maintain relations.
To know about investments and alternative funds.
Proficiency on working on Excel.
Working on a client focused approach.
To work in a team and how to handle work pressure.
To lead the team members through process knowledge.