Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Naga Burri

Hyderabad

Summary

To obtain a challenging position as a Process Specialist, handling the challenges, providing an opportunity to demonstrate my skills, and improve my knowledge with the latest trends, while being part of a dynamic team that contributes to the growth of the organization.

Overview

7
7
years of professional experience

Work History

Senior Client Reporting Analyst

Invesco India Pvt Ltd
12.2022 - Current
  • Reviewing and distributing daily, weekly, monthly, and quarterly client reports for North American institutional clients.
  • Worked on platforms such as Alfresco, Vermilion, Power BI, Red Oak, Desnet, OBI, GCCP, Confluence, Aladdin, Bloomberg, and FactSet.
  • Generated and quality-checked ETF reports for Canada and the U.S., published on the website.
  • Performing day-to-day tasks in compliance with the policies and procedures, and meeting the SLA without any contractual breach.
  • SPOC for email management, resolving upstream/downstream queries related to retail presentations, and other reports.
  • Participated in report transitions, collaborated across teams, and worked on feasibility and new builds.
  • Conducted User Acceptance Testing (UAT), and ensured a smooth roll-out of changes.
  • Audited reports to ensure 100% quality, and eliminate discrepancies.
  • Created 3-tier backups, trained new joiners, and ensured smooth knowledge transfer.
  • Supported the team on critical business days with accurate reporting and fast query resolution.
  • Led team huddles, meetings, and domain sessions; shared insights and challenges with management, and was an active member of the employee management group, providing feedback to higher management.
  • Automated Caxia and S&P reports using VBA, Excel formulas, and Power Query.

Data Researcher – Reference Data Operations, Fixed Income

Intercontinental Exchange (ICE – NYSE)
07.2018 - 08.2022
  • 4 years of experience in the European Corporate Bond Market – research and structuring operations.
  • Researching and collecting data related to Stock Exchanges/vendors/Dealers/Lead managers/Paying agents for bonds, equity and Preferred securities, managing the bonds information including short/ long-term bonds.
  • Validated and updated information for fixed income securities including bonds and warrants.
  • Maintained SOPs and logged new process scenarios for continuous improvement.
  • Identified process improvements giving enhancement ideas for tool development (Bond eye) and created manuals and conducted sessions for new joiners.
  • Techno-functional SME in AI projects – involved in tool training, ETL activities, teach task, parlor run testing and UAT.
  • Used SQL and Excel macros for generating validation, enrichment, and problem reports.
  • Conducted UAT for tool releases and managed daily operations.

Education

PGDBM - Finance & HR

Ambedkar Institute of Management Studies
Visakhapatnam
03-2018

Bachelor’s Degree - Commerce

Syed Appalaswami College
Vijayawada
03-2016

Skills

  • Fixed income
  • Equity, mutual funds
  • SQL
  • Advanced Excel
  • Basics of Excel VBA
  • Power Query
  • Basics of Power BI
  • cuat
  • Automation
  • Problem solving
  • Reporting and documentation
  • Data analysis
  • Process development
  • Analytical skills
  • Ability to work in a fast-paced environment
  • Time-bound and proactive approach
  • Leadership
  • Team collaboration

Accomplishments

  • Received Reward and Recognition for automating Caxia and S&P reports
  • Received 'Cheers to Peer' award for team support during critical data transitions
  • Best Team Award for the Clearstream process, and received appreciation from top management on various occasions for performance and work management
  • Received the 'Miss Aims' award in PG for behaviour, dedication, and managerial activities
  • Best outgoing student certificate in school

Languages

English, Telugu

Timeline

Senior Client Reporting Analyst

Invesco India Pvt Ltd
12.2022 - Current

Data Researcher – Reference Data Operations, Fixed Income

Intercontinental Exchange (ICE – NYSE)
07.2018 - 08.2022

PGDBM - Finance & HR

Ambedkar Institute of Management Studies

Bachelor’s Degree - Commerce

Syed Appalaswami College

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Naga Burri