Summary
Overview
Work History
Education
Skills
Projects
Certification
Accomplishments
Websites
Timeline
Generic

Nikhil Satija

Mumbai

Summary

Detail-oriented operations specialist with 8+ years of experience in financial services, specializing in trade support, back lifecycle management. Proven ability to manage trade amendments, resolve booking discrepancies, and collaborate across middle, and back-office teams. Skilled in enhancing STP processes, mitigating operational risk, and delivering performance reporting aligned with compliance standards. Adept in supporting trading operations, working under strict deadlines, and driving system/process improvements in agile environments.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Process Specialist

Fidelity International Ltd
04.2021 - Current
  • Supported back-office trading activities by ensuring accurate post-trade allocation, confirmation, and settlement.
  • Worked across middle, and back-office functions to identify trade discrepancies, perform booking reversals, and escalate time-sensitive issues.
  • Acted as liaison between technical teams and trading desks to improve STP workflows and reduce manual interventions.
  • Led UAT/SIT testing for enhancements to internal systems (Sonata, XTRAC), contributing to risk mitigation and operational efficiency.
  • Maintained process documentation and facilitated smooth handovers for control testing and client transiti

Senior Associate

Fidelity International Ltd
01.2019 - 03.2021
  • Managed day-to-day trade monitoring and support for high-value clients, with focus on equities and UK mutual fund products.
  • Trained new hires in trade execution and resolution workflows; handled trade amendments, mismatches, and reconciliation tasks.
  • Proactively engaged with internal stakeholders (IT, client services, compliance) to resolve escalations and process inefficiencies.
  • Contributed to the development of SOPs aimed at improving transparency, controls, and audit readiness.

Associate

Fidelity International Ltd
05.2016 - 12.2018
  • Processed and supported Back Office trade activities, including subscriptions, redemptions, and fund transfers, ensuring STP and compliance.
  • Executed Bed & ISA processes with a focus on risk mitigation and client satisfaction.
  • Collaborated with deal adjustment and control teams to resolve trade exceptions, prevent client loss, and escalate potential issues.
  • Contributed to the reduction of manual tasks by 36% via process optimization and workflow automation.

FTC - Associate

Fidelity International Ltd.
01.2016 - 05.2016
  • Rapidly learned and adapted to new processes and industry-specific programs, demonstrating a strong ability to contribute to team objectives in a fast-paced environment.
  • Engaged in training programs to gain in-depth knowledge of financial services industry practices, including Bed and ISA procedures, demonstrating a strong commitment to continuous learning and professional growth.

Internship

Punjab National Bank
06.2014 - 08.2014
  • Successfully completed a structured internship at Punjab National Bank, acquiring hands-on experience in credit risk management principles and practices.
  • Contributed to a project focused on assessing and mitigating credit risks within the bank's lending portfolio, demonstrating an understanding of risk assessment methodologies.

Officer- Taxation Dept.

ICICI Bank
03.2011 - 07.2013
  • Represented ICICI Bank before regulatory bodies, such as the Income Tax Department in Mumbai, addressing notices and resolving tax-related inquiries on behalf of bank customers.
  • Collaborated with senior members of the Tax Advisory Team to develop and deliver comprehensive responses to statutory authorities, ensuring strict compliance with relevant regulations.
  • Effectively managed responsibilities alongside a team of five, contributing to accurate and timely submissions.
  • Oversaw the administration of the SFIS (Served from India Scheme), managing the issuance of licenses for utilizing paper money against imported assets to support the bank's internal operations.
  • Ensured timely and accurate submission of returns to the Central Excise Department, maintaining compliance with regulatory requirements relating to the SFIS.

Education

MBA - Banking & Finance

Amity University
Haryana
01.2015

Bachelors - Accounting & Finance

St. Andrew's College
Mumbai, India
01.2010

Skills

  • Product Knowledge: Equities, Mutual Funds, Tax Wrappers
  • Systems: XTRAC, Sonata, JIRA, UAT/SIT Environments
  • Core Tools: MS Excel (Advanced), PowerPoint, SharePoint
  • Competencies: STP Processes, Trade Lifecycle, Operational Risk Control

Projects

Fund Launch, Enhanced the Fund Launch process through the integration of new tools and technologies, including the implementation of a comprehensive Dashboard and the OPAL tool, to streamline workflows and improve operational efficiency.

Certification

Diploma in Banking Operations, The Academic Council of IFBI, 02/01/11

Accomplishments

  • Awarded 'Best Employee of Tax Season' during ISA season 2016, 2017 & 2018.
  • Received 'Making a Difference' awards for consistently exceeding performance targets in Dec 2019, Apr 2020, Mar 2021, Apr 2022, Feb 2023 & March 2024.
  • Recognized as 'Star of the Month' from GPISA operations for May 2023.
  • Awarded for India-My Customer-Quarterly-Q1 2024.
  • Received 'High-Five award' in Sep 2020.
  • Felicitated with Excellence award in Q2 (Apr-Jun) 2021, Q3 (Jul-Aug) 2022 & Q2 (Apr-Jun) 2023.

Timeline

Process Specialist

Fidelity International Ltd
04.2021 - Current

Senior Associate

Fidelity International Ltd
01.2019 - 03.2021

Associate

Fidelity International Ltd
05.2016 - 12.2018

FTC - Associate

Fidelity International Ltd.
01.2016 - 05.2016

Internship

Punjab National Bank
06.2014 - 08.2014

Officer- Taxation Dept.

ICICI Bank
03.2011 - 07.2013

MBA - Banking & Finance

Amity University

Bachelors - Accounting & Finance

St. Andrew's College

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