Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Ponna Sravana Kumar

Senior Analyst
Hyderabad

Summary

Experienced in loan syndication and structured lending with 5 years+ total experience. Seeking out challenging opportunity to utilize my functional and technical skills and to be a part of an exemplary organization where creativity, hard work and sincerity are recognized and well rewarded. I wish to work with a team where I can enhance my knowledge, capabilities and put them to use for the development of the organization

Overview

7
7
years of professional experience
5
5
years of post-secondary education

Work History

Senior Analyst

CITCO Group Services India LLP
01.2022 - Current
  • Acted as the primary contact for client queries, ensuring prompt resolution of issues related to accounts.
  • Reviewed LMA/LSTA trade documents, including confirmations, transfer certificates, and pricing letters, to ensure accuracy and compliance.
  • Coordinated with trade counterparties and agent banks to facilitate timely settlement of trades within market timescales.
  • Maintained comprehensive trade status records to provide accurate reporting to clients and management.
  • Ensured all trade settlements were accurately reflected in the back-office loan system and adhered to audit standards.
  • Managed the receipt and processing of new trade details, ensuring smooth settlement in alignment with market expectations.
  • Conducted detailed reviews of trade documentation to uphold data integrity and reduce errors.
  • Produced periodic financial reports, contributing to streamlined decision-making processes for clients and management.
  • Collaborate with cross-functional teams to identify opportunities for process improvement and standardization.
  • Communicated effectively with agent banks to confirm and obtain loan notices, ensuring timely and accurate processing.
  • Collaborated with Loan Administrators to interpret and resolve loan-related exceptions, improving operational efficiency.
  • Review and validate reconciliation reports to maintain accuracy and compliance with internal control standards.

Research Analyst

Factset Systems India Pvt Ltd
09.2018 - Current
  • Performing Initial setup for Loans.
  • Updating all facility related information like Issuer, name, Credit date, Type of loan, Global amount etc. as per Credit agreement.
  • Updating Loan Identifiers for the existing facilities on daily basis.
  • Ensure all facility related information is updated correctly and as per company standard.
  • Comparing different Vendors data.
  • Participate in continuous improvement initiatives to reduce reconciliation errors and shorten cycle times.
  • Train and mentor junior staff, promoting process adherence and professional development.

Education

MBA -

Sree Vidyanikethan Institute of Management
07.2016 - 06.2018

B.Com - undefined

Wesley Degree College
06.2012 - 07.2015

Skills

  • Loan Services
  • Trade Settlement
  • NAV Process Reporting
  • Client Relationship Management

Timeline

Senior Analyst

CITCO Group Services India LLP
01.2022 - Current

Research Analyst

Factset Systems India Pvt Ltd
09.2018 - Current

MBA -

Sree Vidyanikethan Institute of Management
07.2016 - 06.2018

B.Com - undefined

Wesley Degree College
06.2012 - 07.2015

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Ponna Sravana KumarSenior Analyst