Mohammed Abdul Khadir

PROFESSIONAL SYNOPSIS:

• Associated with Investment Risk as Risk Management Consultant Since August 2021
• Developing proposals and prototypes to enhance derivatives risk analysis and reporting whenever needed
• Migrating new rule 18f-4 under Investment Company Derivative Act of 1940, into Franklin Templeton as per regulations from Securities and Exchange Commission (SEC).
• Constantly working with Director and higher-level management on daily regulatory reports received from multiple tools such as SQL, Snowflake, Power BI, and Bloomberg.

KEY RESPOSIBILITIES:

• To monitor and maintain data integrity and results of derivatives risk reports as part of FT Derivatives Risk Management program (DRM).
• Collaborating closely with Director-Liquidity Risk and Director-DRM program and established Risk team including Risk Consultants as well as other investment staff at Franklin Templeton.
• Monitoring and updating risk system data and results including liquidity assessments and limits related to DRM program and Risk guidelines and regulatory limits, which includes analysis of market data, monitoring, analysis and escalation of exceptions, preparation of liquidity assessments, reports, and regulatory filings.
• Analyzing ad hoc reporting taken from SQL, Python, Power BI, Tableau, as needed and to pivot into more market’s centric role as risk management.
• Adhering to derivative risk guidelines – weekly, monthly, and ad-hoc reports per Derivatives Risk Management program (DRM) and liquidity risk guidelines – monthly and ad-hoc as per Liquidity Risk Management (LRM) program.
• Monitor and analyze data results from risk system including fund/account and security level notional exposure assessments. Escalate exceptions per internal risk group procedures.
• Monitor and analyze data results from liquidity system including fund/account and security level liquidity assessments. Escalate exceptions per internal Risk group and ILC guidelines.
• Ensures derivatives risk market & liquidity risk market data timeliness, completeness, and accuracy.
• Ensured derivative related data elements are processed in system and updated timely as needed.

RISK MANAGEMENT ENHANCEMENTS:

• Developing proposals and prototypes to enhance derivatives risk analysis and reporting whenever needed
• Working closely with Technology team to specify, build and evaluate production enhancements to Risk system and reports

CLIENT SUPPORT:

• Responding to ad-hoc requests from internal and external clients for Liquidity risk reports.
• Ensured client requirements understood during product launch and account on-boarding and internal systems/processes are updated support requirements approved by Risk group.

PROFESSIONAL SYNOPSIS:

• Associated with Foreign Exchange (FX) team as Sr. Analyst Since July 2020
• Participated in UAT (user acceptance testing) on enhancements and changes to Static Data systems
• Bridging knowledge gap among colleagues by providing product and process training.
• Took part in multiple projects to identify business panic areas and provide solution

KEY RESPOSIBILITIES:

• Monitored trade flows for Foreign Exchange transactions, involving trade confirmation with brokers and trade delivery instructions to custodians through swift messages
• Communicating brokers on trade date basis to match trade in FINASTRA and send feeds to custodians for settlement.
• Communicating counterparty to agree trade settlement related details in specified time/currency cut-offs to facilitate smooth settlement by settling deals as per agreement either in CLS, Gross or Netting
• Resolving client queries and concerns in timely manner to ensure efficient service delivery
• Matching CLS trades on platforms like JP Morgan (JPM), Bank of New York Mellon (BNY), State Street Bank, Northern Trust, and Citibank (CitiDirect BE)
• Handling any confirmation related issues on top priority within stipulated time to facilitate settlements with good value
• Run macros to identify currency cut-offs and provide reporting to management
• Send EOD reports to portfolio managers

DISTINCTIVE ACCOMPLISHMENTS:

• Have been awarded with “TAKE A BOW” award couple of times for my valuable contributions towards organization
• Appreciation from Management for learning all process within given deadline with minimal escalations.
• Received appreciation emails multiple times from management to conduct “Fun on Teams” activities every month.
• Trained new associates on subject matter and prepared SOPs
• Discovered root causes of problems and identified appropriate solutions

PROFESSIONAL SYNOPSIS:

• Associated with Franklin Templeton Investments Hyderabad as Senior Associate
• Was part of Business Continuity Planning (BCP).
• Have been part of team, responsible for automation of matching and STP increase by setting up static for inter banks and corporate
• Preparing Root Cause Analysis (RCA) on breaks/fails and suggesting necessary measures to avoid their occurrences.
• Conveying HOB (Halt of Business) Client’s information to colleagues and cautioning them to avoid errors.
• Bridging knowledge gap among colleagues by providing product and process training.
• Participate in UAT (user acceptance testing) on enhancements and changes to Static Data systems and involved in various international projects such as Testing of new Applications, Migrations, Fund Mergers/Closers.
• Contributed significantly in “Riva to Oracle” Migration and Global Workflow projects for which various awards has been received.
• Being Pilot team member, with help of management, e-Dealing process has been successfully implemented from Luxembourg to Indian Team
• As part of e-Dealing, was always been first point of contact from Hyderabad site to various departments for any doubts and queries.

KEY RESPOSIBILITIES:

• Have been awarded multiple times (Kudos, take-a-bow, Applause & Bravo) for the performance and for managing team in absence of manager
• Trained all new associates on subject matter.
• Actively participated in various projects showing 100% accuracy and providing various defects when and where required.
• Recognized for providing CI Idea to extracting daily reports and running it on Macro instead of manually processing which close to save average of 20 min per day
• Recognize for liaising with GTA PMO team on fund merger project for straight 19 hours.

PROJECTS:

• CO CP (Customer Operations Commitment Pack) Workflow Efficiency – NBO
• Testing for Global Workflow Project
• Riva to Oracle Migration.
• “Templeton Africa Fund” Merger into “Templeton Frontier Markets Fund”.
• FTOF new fund launch “GREEN Target Income 2024 Fund”.
• “Templeton Thailand Fund” merger into “Templeton Asian Growth Fund”
• “Franklin Select U.S. Equity Fund” Merger into “Franklin U.S. Opportunities Fund”