Summary
Overview
Work History
Education
Skills
Key Result Areas
Certification
Timeline
Generic

Prem Kumar Punakar

Vice President
Hyderabad

Summary

Vice President at JPMorgan Chase with expertise in Fund Accounting (NAV), 13 years+ of proven experience in the Financial Services Industry, Leading Teams in Operational Efficiency, Executive Planning/ Implementation, driving Automation Initiatives and enhancing Team Performance. Adept at fostering stakeholder engagement and delivering impactful financial analysis to optimize Operations and achieve Business objectives.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Vice President

JPMorgan Chase
01.2022 - Current
  • Reviewing and delivering daily/Monthly/Quarterly Net Asset Value (NAV) for Pension Funds.
  • Reconciliation/Investigation of cash and Stock breaks.
  • Working on RCA for accuracy and timeliness issues on NAV and client related queries.
  • Managing client escalation along with Possible resolution for preventive recurrence.
  • Project management, Automation initiatives, Executive discussion/Planning and implementation.
  • KPI discussion, Performance reviews, Employee Engagement, Employee feedback, Staff planning.
  • Appraisal, New Hiring, Process migration from onshore.
  • Managing 3 AVPs with total 14+ Head count.

Manager

State Street Bank
04.2018 - 01.2022
  • Working as part of a team within a fast-paced environment in the financial services industry dealing with clients, analysts and schedules.
  • Managing Fixed Income piece of the mutual fund for various Clients.
  • Team Management in BAU activities, Team Appraisal, New Hiring, Process Migration.

Product Specialist

UBS
11.2016 - 04.2018
  • Providing Client Portfolio Report with Various Performance indicators.
  • Specializing in Asset Allocation Reporting with in depth insights about Holdings.
  • Comparing performance Returns with Leading Benchmarks Returns.

Senior Research Associate

S&P Global
01.2013 - 10.2016
  • Research on Primary New Issue Bonds and Secondary Bond Market activities.
  • Providing Client query support through Salesforce.com (CRM).
  • Identification of Secondary market activities which effect the pricing of the securities.
  • Responsible for developing interim reports and generating internal management reports.
  • Collaborating data from various Teams and provide a consolidated report of process workflow and providing Root cause analysis with possible resolution.

Education

P.G.D.M - Finance

Vishwa Vishwani Business School
Hyderabad
01.2013

B.COM -

Nava Chaithanya Degree College
01.2011

Skills

  • Net asset value
  • Financial analysis
  • Performance metrics
  • Stakeholder engagement
  • Strategic planning
  • Effective leadership
  • Operations management
  • Project management
  • Automation initiatives
  • Client escalation management

Key Result Areas

  • Provide senior management with accurate monthly report and provide data insights with possible resolution and help management team reaching their operational goals
  • Monitoring financial statistics and trends to identify problems & improve processes
  • Using sophisticated spreadsheets and reporting tools to present detailed information
  • Efficiently planning and prioritizing workloads to ensure tight deadlines are met
  • Driving change and having a strong desire to continuously improve

Certification

  • CFA® Level II Candidate.
  • Investment Foundation Certificate from CFA® Institute.

Timeline

Vice President

JPMorgan Chase
01.2022 - Current

Manager

State Street Bank
04.2018 - 01.2022

Product Specialist

UBS
11.2016 - 04.2018

Senior Research Associate

S&P Global
01.2013 - 10.2016

P.G.D.M - Finance

Vishwa Vishwani Business School

B.COM -

Nava Chaithanya Degree College

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Prem Kumar PunakarVice President