GONDIMALLA PRAHASITH
CMA (USA)
kurnool
Summary
Adept at spearheading teams for optimal performance, I leveraged leadership and adaptability at Northern Trust to enhance investment compliance, achieving 100% accuracy in breach reports. My tenure at Karvy Stock Broking Limited showcased my knack for impactful communication, guiding client investment strategies and improving trading recommendation efficiency.
Overview
7
7
years of professional experience
Work History
Technical Coordinator
Northern Trust
01.2019 - Current
- Monitoring investment compliance rules for UCITS regulation funds
and for major client’s investment manager’s activity. - Analyzing in detail if any breach on UCITS rules and IMA ( Investment
Managers Agreement) - Handling investment prospectus review activity.
- Providing quality and accurate reports to the client
- Responsible in handing Audit queries
- Assigning workload to the team, clarifying their queries as and when arises.
- Creating new work procedures for any new client on boarded
- Implementing the process improvement ideas by creating custom
solution and macros - Responsible in meeting the SLA
- Responsible to update the team on new procedure changes that took
place in the process and the trainings. - Closely working with Middle Office Consultants and sending Final
breach reports within deadline with 100% accuracy. - Taking ad-hoc requests from middle office and getting those done
within agreed time frame.
Assistant Manager
Karvy Stock Broking Limited
03.2018 - 09.2018
- Interacting with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy
- Executing trading recommendations on off-line trading terminal to check the efficiency of the trading recommendations and rising query in necessary situations
- Gathered, analyzed and interpreted complicated numerical information about specific companies to determine how the company's shares are positioned to deliver for investor
Education
MBA - Finance
Sree Vidyanikethan Institute of Management
Tirupati, India 04.2001 -
Skills
Leadership
Adaptability
Communication
Timeline
Technical Coordinator
Northern Trust
01.2019 - Current
Assistant Manager
Karvy Stock Broking Limited
03.2018 - 09.2018
MBA - Finance
Sree Vidyanikethan Institute of Management
04.2001 -
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