Summary
Overview
Work History
Education
Skills
Certification
Awards
Extra-Curricular Activities
Timeline
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MANOJKUMAR YELETI

Hyderabad

Summary

Results-driven Financial Reporting Specialist with over 3+ years of experience in investment banking. Demonstrated success in financial and regulatory reporting, financial analysis, and data interpretation. Skilled in utilizing advanced financial tools, including Excel, and creating data visualizations to ensure accuracy and compliance with European regulations. Recognized for consistently delivering high-quality reports within deadlines and building strong client relationships.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Process Analyst

Broadridge Financial Solution India Pvt Ltd.
01.2022 - Current
  • Owned end-to-end reporting for key institutional clients – including BlackRock, Russell Investments, State Street Global Advisors and UBS to leading the regulatory filings and compliance submissions with local regulatory authorities to ensure 100% on-time delivery and adherence to jurisdictional requirements.
  • Led quality control (QC) processes for various financial reporting disclosures, mutual fund prospectus and supplement documents developing ensure adherence to European regulatory standards including EMIR, ESMA.
  • Reviewed and Validated NAV calculations to ensure accuracy compliance with fund accounting policies and alignment with market performance indicators.
  • Analyzed fund components including portfolio holdings, income accruals and corporate actions to confirm consistency with market trends.
  • Prepared comprehensive project quotation and invoices for mutual fund reporting transparency and clarity in terms and pricing for clients.
  • Utilize JIRA Service desk to track the tickets to managing the Ad-Hoc project requirements and interact with clients to ensure timely resolution of complex queries and alignment with project guidelines.
  • Managing the process deliverables as per the Service Level Agreements (SLAs);ensuring the error free execution of activities of the process.

Process Analyst

Broadridge Financial Solution India Pvt Ltd.
01.2022 - Current
  • As a Financial Reporting Associate, spearheaded the preparation and review of annual and semi-annual fund financial statements for over 100+ Ireland-domiciled investment fund, ensuring compliance with UK/US GAAP, IFRS and Irish GAAP.
  • Acted as the primary point of contact for clients efficiently resolving queries and incorporating critical updates into fund financial reports, Shareholders reports and prospectus.
  • Drafted 20+ legal documents for regulatory filings, financial reports, SFDRs, TCFDs, ESG reports and SFTRs, ensuring zero non-compliance penalties and adherence to strict regulatory deadlines.
  • Played an integral role in production and review of monthly and quarterly reports in Client and Regulatory Reporting, focusing on Mutual Funds' regulatory reports such as Key Investor Information Documents (UCITs KIID, MiFID II, PRIIPS, and Factsheets.
  • Optimized the FCS process by conducting in-depth analysis, identifying bottlenecks, and implementing automation solutions that reduced processing time by 40% and increased accuracy by 25% compliance with European regulatory standards

Education

Master of Business Administration (MBA) - Finance

Sasi Institute of Technology and Engineering
08.2021

Bachelor of Commerce (B.Com) - Accounting and commerce

Adikavi Nannaya University
06.2019

Skills

  • Financial & Regulatory Reporting
  • Regulatory Compliance (SEC/US/UK filings)
  • Financial Analysis
  • NAV calculation & Reconciliations
  • Capital markets & Due Diligence
  • Financial data analysis
  • Risk Compliance (KYC, AML)
  • Investment Banking Processes
  • Financial Planning & Valuation Analysis
  • Financial Forecasting & Modeling
  • Microsoft Excel
  • Alteryx
  • Problem Solving
  • Analytical Thinking & Resilience;
  • Client Management

Certification

  • KYC and Anti-Money Laundering (AML), Successfully completed training on Know Your Customer (KYC) and Anti-Money Laundering (AML) protocols with a focus on compliance, risk management and identifying financial crimes.
  • SEBI - Investor Certification Examination (NISM), Certified in regulatory framework, financial markets and investor protection.
  • Certification program in Banking, Finance, and Insurance (CPBFI), Bajaj FinServ Limited
  • Global Accounting, Finance and Global Markets, SSCPL, Hyderabad

Awards

Quarterly Performer Award – Recognized for high quality work and exceptional client service.

Client Appreciation – Acknowledged by onshore and client for delivering timely, accurate reports.

Rewards and Recognition Award – Commended for outstanding report-writing process and consistent delivery of high-quality work.

Extra-Curricular Activities

JPMorgan Chase Investment Banking Job Simulation on Forage-2024, 

  • Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria.
  • Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption.
  • Created a 2-pager for the client containing a company profile and summary of the auction process.

Leadership Activity, As a Cultural Committee Member in Broadridge Financial Solution India Pvt Ltd, I managed some events. 

  • Collaborated with cross-functional teams to organize a team-building retreat that improved teamwork and collaboration among employees.
  • Coordinated and executed cultural events within the organization, resulting in increased employee engagement and participation.

Timeline

Process Analyst

Broadridge Financial Solution India Pvt Ltd.
01.2022 - Current

Senior Process Analyst

Broadridge Financial Solution India Pvt Ltd.
01.2022 - Current

Bachelor of Commerce (B.Com) - Accounting and commerce

Adikavi Nannaya University

Master of Business Administration (MBA) - Finance

Sasi Institute of Technology and Engineering

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