Praveen Raj M K
Coimbatore(willing to relocate),Tamil Nadu
Summary
Dynamic and results-driven professional with over 5 years of experience in Investment Banking, Capital Markets, and Equity Operations, specializing in Accounting Reconciliations and trade settlements. Proven ability to thrive in fast-paced environments, leveraging strong leadership and motivational skills to drive team performance and achieve organizational objectives. Committed to delivering exceptional results while fostering collaboration and innovation within the workplace. Eager to contribute expertise to a forward-thinking organization that values excellence and growth.
Overview
6
6
years of professional experience
Work History
Senior Associate
State Street
06.2021 - Current
- Working with daily and monthly account reconciliation for cash and position on exchanged derivative products like Futures,options, Collaterals ,OTC swaps and FX Trades.
- Manages daily communication with various custodians like JPM Chase, NT and BNY Mellon to confirm and verify executed trades.
- Experienced in NAV calculation, capital markets, Equities and Trade FX operations, Trade life cycle management.
- Experience in Corporate action products like dividends and Principal and Income calculations with respect to DTC and EURO CLEAR markets.
- Generating the weekly/monthly report as per client requirements.
- Raising disputes for trade mismatches in settlements and reconciling on the disputed pending breaks on daily basis.
- Month end closing activities and close coordination with recon Team for completion of accounts. Handling client and custodian weekly review calls and queries through emails.
- Has been working in a fast paced environment by completing daily activities as per SLA.
- Handling a team of 7 associates and senior associates.
- Collaborated on cross-functional teams to optimize business performance through cost reduction initiatives.
Financial Analyst
Anwar and Co Tax Consultancy
03.2020 - 03.2021
- Prepared and re-conciliated daily trial balances for assigned funds.
- Securing new business/ client by making calls to the prospective clients, pitching the business service.
- Prepared and analyzed accounting records and financial reports, and ensured accuracy and completeness.
- Computed taxes owed and prepared tax returns, ensuring compliance with payment, reporting and other tax requirements.
- Handles customer queries/disputes in a timely, efficient and accurate manner, escalating where necessary
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Education
MBA - Investment Management
Bharathiyar University
Coimbatore2023
BE - Electrical and Electronics Engineering
Sri Krishna College of Technology
Coimbatore2017
Skills
- MS office
- Smarts Stream TLM
- SQL
- Tableau
- Power BI
- Data Visualization
PERSONAL SNIPPETS
- DOB - 16/12/1995
- Father's Name - Kannan M
- Languages Known - English & Tamil
Timeline
Senior Associate
State Street
06.2021 - Current
Financial Analyst
Anwar and Co Tax Consultancy
03.2020 - 03.2021
MBA - Investment Management
Bharathiyar University
BE - Electrical and Electronics Engineering
Sri Krishna College of Technology
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