Summary
Overview
Work History
Education
Skills
Accomplishments
Language known:
DECLARATION
Timeline
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Om Godia

Mumbai

Summary

Finance professional with extensive experience at J.P. Morgan & Chase, specializing in Equity/DTC Pre-matching and Settlement. Demonstrated ability to enhance trade matching efficiency and streamline settlement processes, ensuring compliance and timely execution. Recognized for accuracy and reliability in high-pressure environments.

Overview

7
7
years of professional experience

Work History

Team Lead

J.P Morgan & Chase Co.
Powai - Mumbai
11.2022 - Current
  • Ensured timely execution of pre-matching for equity and structured derivatives on VD-1.
  • Oversaw equity settlements and new issuances across Asia, EMEA, and emerging markets.
  • Liaising with counterparties and clearing banks to optimize trade matching.
  • Managing BUY-IN penalties with clients to minimize the risk.
  • Facilitated interactions among trading desk, booking teams, prime brokerage, and global operations regarding settlements.
  • Collaborated with technology department to enhance accuracy of booking systems for improved STP.
  • Maintained compliance with regulations governing cross-border trades and manual instructions.
  • Migrated Callback Process to Global Static Team for streamlined operations.

Trasaction Processing Analyst

Accenture Solutions Pvt Ltd.
Vikhroli - Mumbai
03.2021 - 11.2022
  • Handled OTC EMEA market settlements with precision and efficiency.
  • Investigated aged fails, unmatched trades, and high-value transactions diligently.
  • Negotiated partial settlements or netting to reduce settlement risk.
  • Collaborated with finance desk traders to address short positions effectively.
  • Managed platinum and high-risk counterparties to ensure compliance and risk mitigation.
  • Coordinated with delivery management teams for timely movement of shares and bonds according to trade settlement locations.
  • Reported all failed and unmatched trades to clients at end of day, including thorough investigations and explanations.
  • Escalating issues promptly to the front office, middle office, and relevant stakeholders for quick resolution.

Finance Analyst

eClerx Services Ltd.
Airoli - Navi Mumbai
11.2018 - 10.2020
  • Executed reconciliation and settlement of fixed income products (Corporate and Municipal bonds)
  • Verified trade discrepancies and collaborated with traders for broker-to-broker resolutions.
  • Facilitated trade confirmations to clients via Real Time Trade Matching platform.
  • Managed purchase and sales transactions through contracts and DTC settlements.
  • Resolved unidentified aged breaks by investigating root causes and providing timely updates to traders.
  • Cleared aged breaks by reconciling broker account discrepancies and prepared monthly KRI reports for management.
  • Trained new staff, ensuring swift adaptation to workflows and accuracy in operations using DTCC Portal, RTTM, Bigmac, Intellimatch, and SAFE.

Education

B.com in Financial Markets -

R.K Talreja College of Arts, Science & Commerce
Ulhasnagar-Thane
09-2018

Skills

  • Team collaboration
  • Stress management
  • Self-motivation
  • Attention to detail
  • Process optimization
  • Deadline adherence

Accomplishments

    J.P Morgan & Chase Co. -

  • Received +70 P2P Awards within 9 months from the Stake holders, Trading desk, Settlements for performing Callbacks for payments.
  • Received Excellence Award for updating 99 Cash SSIs in a Single day.
  • Promoted as Team Lead in December 2024 for migrating the callback process to the Global Static Team of JP Morgan.

    • Accenture Solutions Pvt Ltd -

  • Received appreciation from Higher Level Management for meeting the SLA green.
  • Received Client appreciation for reducing the failing count of trades to Zero.
  • Achieved Employee of the Quarter Award in DEC 2021.

    • eClerx Services Ltd -

  • Received SPOT awards for three quarters
  • Received STAR award for the first quarter of 2020
  • Received CCA (Critical Competency Allowances) for giving an idea to improve the process
  • Handled a Team of 7 and act as a POC for all kind of queries.

Language known:

English, Hindi, Sindhi, Marathi

DECLARATION

I hereby declare that the above-mentioned information is correct to my knowledge, and I bear the responsibility for the correctness of the above-mentioned particulars.

Timeline

Team Lead

J.P Morgan & Chase Co.
11.2022 - Current

Trasaction Processing Analyst

Accenture Solutions Pvt Ltd.
03.2021 - 11.2022

Finance Analyst

eClerx Services Ltd.
11.2018 - 10.2020

B.com in Financial Markets -

R.K Talreja College of Arts, Science & Commerce

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