Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Awards
Languages
Timeline
Generic
PAVAN KUMAR

PAVAN KUMAR

Bangalore

Summary

Having 10 years of work experience in Global Securities Operations, Asset servicing. Reconcile Purchase/Sale Trades. Post Reconciliations (Reconciling statement credits with our ledger credits after Pay date of dividend). Pre- Reconciliation (Reconcile Dividends and Interest Event before Pay date). Tax Reclaim activities of Dividends. Been part of Six sigma Belt Project (Alteryx), Process Streamline Project. Simultaneously supported for Multiple Projects when required. Auditing the Tax and Homeowners insurance document of Borrower’s.

Overview

10
10
years of professional experience

Work History

Technical Co-Ordinator

Northern Trust
Bangalore
08.2022 - Current
  • Allocating work to the Team members.
  • Reviewed and updated DPAD's on a regular interval.
  • Written multiple Process documents and implemented the same.
  • Given multiple process improvement ideas and implemented in the team.
  • Been part of Six sigma Belt Project (Alteryx), Process Streamline Project.
  • Worked on multiple projects as an individual contributor.

Senior Analyst

Northern Trust
Bangalore
09.2018 - 07.2022
  • Reconcile Purchase/Sale Trades.
  • Post Reconciliations (Reconciling statement credits with our ledger credits after Pay date of dividend).
  • Pre- Reconciliation (Reconcile Dividends G Interest Event before Pay date).
  • Tax Reclaim activities of Dividends.

Analyst

Northern Trust
Bangalore
12.2015 - 08.2018
  • Prepared Small document of Journal Processing which was added in DPAD while being Analyst.
  • Gave a Process Improvement idea for Journals which helps in clearing aged exceptions while being Analyst.

Education

Master of Business Administration -

M.P Birla Institute of Management
Bangalore, Karnataka
08-2014

Skills

  • TLM
  • Fund Master Application
  • Eagle
  • CAMA Application
  • Ms excel
  • Power point
  • Euroclear (Easyway)
  • FTS
  • TRAMS
  • Xceptor
  • DTCC
  • XACT-XNET
  • MS Excel
  • Word
  • Power Point Presentation
  • TT
  • TED Application

Accomplishments

  • Successfully completed Alteryx project and implemented in the team.
  • Received 'Officer' Title promotion effective March 2025.
  • Successfully completed Tax reclaims streamline – Project.
  • Been part of MTEM Bot approval process project.
  • Been part of IOO streamline project.
  • Played an important role in TRAMS sunset and migration of Xceptor application.
  • Have written multiple process documents.
  • Have given process improvement ideas and have tested before going Live.
  • Prepared a training document of various reports under Pre-recon process for new partners.
  • Presenting Projection volumes of the near future dates to the Management and plan it accordingly.
  • Worked on building a process of HSBC check.
  • Performed TOW activities of Manila.
  • Been part of migration of Tax reclaim activities.
  • Worked effectively with Manager on Power Bi work allocation project.
  • Worked on the SRD2 UAT testing in the initial stage.
  • Prepared Small document of Journal Processing which was added in DPAD while being Analyst.
  • Gave a Process Improvement idea for Journals which helps in clearing aged exceptions while being Analyst.
  • Prepared a training document of Pre-recs and Journals (Sub process of Tax reclaim activities) for new partners.

Hobbies and Interests

  • Food blogging
  • Volunteering at social work

Awards

  • Best performer in 2024 Q1 under IOO.
  • Received Quarter 4 2025 Best performer award.

Languages

  • English
  • Kannada
  • Hindi

Timeline

Technical Co-Ordinator

Northern Trust
08.2022 - Current

Senior Analyst

Northern Trust
09.2018 - 07.2022

Analyst

Northern Trust
12.2015 - 08.2018

Master of Business Administration -

M.P Birla Institute of Management
PAVAN KUMAR