Okale Laxmikanth
Bangalore
Summary
Detail-oriented and results-driven Process Analyst with 3.6+ years of experience in investment banking operations, corporate actions, and mutual fund compliance. Skilled in analyzing large financial datasets, driving process efficiency, and ensuring regulatory accuracy. Adept at managing time-sensitive projects, mentoring team members, and executing high-volume data operations. Strong communicator committed to delivering high-quality outcomes under pressure while consistently exceeding SLAs.
Overview
4
4
years of professional experience
Work History
Process Analyst
Broadridge Financial Solutions
Bangalore
03.2022 - Current
- Delivered accurate and timely mutual fund data and records to financial advisors, broker-dealers, and stakeholders.
- Analyzed and extracted data from SEC EDGAR filings (Prospectus, SAI, Proxy/Annual/Semi-Annual Reports).
- Processed high-volume corporate action events (mergers, liquidations, business closures, reorganizations, rebranding, or name changes).
- Conducted ISS coding and shareholder vote recommendations; created attendance sheets for AGMs/SGMs.
- Streamlined fund data updates related to fund managers, reinvestment policies, and redemption facilities.
- Managed high-pressure deadlines during seasonal peaks and maintained 100% accuracy.
Education
Master of Commerce - Finance
Vishwa Hindu College
Gulbarga01.2021
Bachelor of Commerce -
Shiva Commerce College
Gulbarga01.2019
Skills
- MS Excel
- Word
- PowerPoint
- Mutual Fund & Corporate Action Analysis
- Financial Data
- Financial Performance
- Information Analysis
- SEC Filings
- Stock Market
- Equity Research
- Data Accuracy & Compliance
- Process Improvement & Optimization
- Team Coordination & Leadership
- SLA Adherence
- Problem Solving
- Attention to Detail
- Rapid Learning & Adaptability
- Communication Skills
Achievements And Recognition
- ACE Award Winner - Associate Contribution for Excellence during peak business periods.
- Recognized for automation idea that reduced manual work by ~20%.
Languages
kannada
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Timeline
Process Analyst
Broadridge Financial Solutions
03.2022 - Current
Master of Commerce - Finance
Vishwa Hindu College
Bachelor of Commerce -
Shiva Commerce College
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