Mahidhar Nagula
Invesment Banking Operation
Hyderabad
Summary
Investment Banking Operations Analyst with 6+ years’ experience in Capital Markets, Middle Office, and Security Master Data. Proven ability to streamline trade operations, reduce error rates by 20%, and deliver $500M+ in security onboarding with 99.5% accuracy. Skilled in financial automation (Power BI, VBA, Alteryx) and cross-functional collaboration across global teams.
Overview
6
6
years of professional experience
5
5
Certifications
Work History
Analyst – Investment Trade Operations
Franklin Templeton Investments
07.2022 - 01.2025
- Onboarded and maintained over 1,500 global securities (Equities, Fixed Income, SWAPs), achieving 99.5% data accuracy and supporting timely trade execution across APAC and US markets.
- Reduced trade-processing time by 30% using Power BI automation, saving over 10 hours/week and improving SLA adherence to 98%.
- Implemented VBA macro-based checklists, increasing task completion efficiency by 25% and reducing manual oversight.
- Collaborated with cross-functional teams (Compliance, Risk, Global Trade Services) to resolve data discrepancies, mitigating 15+ operational risk events.
- Trained and mentored 5+ analysts in Bloomberg/IDC reconciliation, improving team throughput by 20%
Accounts Executive
VEERANJANEYA&CO
06.2020 - 06.2022
- Assisted in conducting statutory and tax audits for companies, banks, and government institutions.
- Managed monthly and annual GST returns and payroll compliance, ensuring accuracy in financial reporting.
Accounts Executive
DG ASSOCIATES
06.2017 - 06.2020
- Provided comprehensive accounting services, including statutory audits, ITR filing, and compliance with TDS and ROC regulations.
Education
PGDM - Finance & Data Analytics
OMEGA BUSINESS SCHOOL
Hyderabad 06.2021 - 6 2023
Bachelor of Commerce - undefined
ACHARYA NAGARJUNA UNIVERSITY
06.2017 - 6 2021
Skills
Capital Markets: Trade Lifecycle Corporate Actions Settlements Derivatives Reconciliations SWAPs Risk & Compliance Fixed income Private Equity Hedge funds Mutal FundsOperations: Middle Office Trade Support Security Master Data Governance Margin & Collateral Exception ManagementAnalytics & Automation: Excel (Advanced), VBA, SQL, Power BI, Tableau, AlteryxSystems: Bloomberg Terminal, SimCorp AIM GAIN, IDC, MSCI, Xceptor
Certification
Microsoft Excel Specialist - (Microsoft 365 Apps and Office 2019)
Awards
- “Star Award” Winner for leading the security setup function with 99.5% onboarding accuracy across 5 global regions.
Timeline
Analyst – Investment Trade Operations
Franklin Templeton Investments
07.2022 - 01.2025
PGDM - Finance & Data Analytics
OMEGA BUSINESS SCHOOL
06.2021 - 6 2023
Accounts Executive
VEERANJANEYA&CO
06.2020 - 06.2022
Accounts Executive
DG ASSOCIATES
06.2017 - 06.2020
Bachelor of Commerce - undefined
ACHARYA NAGARJUNA UNIVERSITY
06.2017 - 6 2021
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