Process Automation though Machine Learning
RAJESH JAYAKRISHNAN
Ops Lead In Capital Market
Bangalore
Summary
Experienced in Mutual Fund reconciliation, fund accounting and machine learning with over 12.5 years of experience in Capital Market. Excellent reputation for resolving problems and improving customer satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
Work History
Ops Lead(Machine Learning & Mutual Fund)
Societe Generale Global Solution Pvt Ltd.
Bangalore
04.2019 - Current
- Validate the predictions done by the ML in CASH & SECURITIES reconciliation.
- Handled 5 use cases since 2020 with more than 95% accuracy.
- Guide and support the ML feature team in case of any hick-ups during the prediction deployment and delivery and address onshore inquiries and concerns.
- Discuss with business to identify the use cases, requirement gathering, create the user stories, ML feasibility checks, JIRA management, BRD & FRD Preparations.
- Prioritizing the tasks based on the sprint and performed quality control and monitored production efforts.
- Mange the per-processing and post-processing activity done through the ML, validate with business requirements.
- Organizing business meetings for the project migration and work throughout the completion of the project cycle.
- Organize the daily Scrum with ML FT to discuss about the business requirements and share the project status to onshore on weekly.
- Execute the process simplification and implementation, setup the access for new funds migration, manage the application related issues.
- Strong functional knowledge on the financial products such Equity, Bonds, MBS, ETD, daily and monthly reconciliation process.
- Conducting 1-to-1 meetings with team members to know process improvement and pain points and take the necessary action by implementing process simplification and removing the NVAs.
- Publishing daily KPI to onshore partners and steering the daily stand-up meeting with team members for process related issue and transformations.
- Evaluated team member performance and productivity, provided feedback and implemented corrective actions.
- Encouraged and promoted ideas aligned to business needs and benefits.
- Developed and deepened relationships with customers, vendors and internal stakeholders.
- Worked with management at project level to achieve expense plans.
- Identified management control weaknesses and provided value added suggestions for remediation.
Senior Process Executive(Mutual Fund)
Societe Generale Global Solution Pvt Ltd
Chennai
03.2014 - 03.2019
- Account the transactions of TRADE,Corporate Action, Dividends, Coupons in GP3 tool for Funds managed in luxembourg region.
- Analyze the business specifications of cash and position reconciliation on a daily - (Bond and Equity) and making the Dividend/Coupon payments for Equity, Bond based on Broker instruction.
- Escalating the outstanding high basis point breaks to the NAV team and get it resolved on the same day.
- Handled 16 clients every day to address stakeholder's inquiries and concerns.
- Perform and validate the end of year activity for external audit.
- Publishing the daily KPI reports to onshore.
- Investigated basic issues and escalated more complicated concerns.
- Supervised meetings to maintain interdisciplinary communication of process weaknesses and performance.
Senior Process Executive(Hedge Fund)
State Street HCL Services Pvt Ltd.
Chennai
04.2012 - 02.2014
- Analyzing the business specifications of cash and position reconciliation on a daily - (Bond, Equity & ETD).
- Ensure the dividend and coupon payments are executed in IFS tool for Equity, Bond based on broker instructions.
- Verify the Bloomberg terminal for monthly AMN payments and account them accordingly at fund accounting side.
- Escalating the outstanding TRADE breaks to the NAV Ops(USA) team and getting it resolved on the same day.
- Handled 5 clients per day to address ops inquiries and concerns.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Process Executive(Mutual Fund)
TCS e-serve International Ltd
Chennai
03.2010 - 04.2012
- Reconcile and resolve the outstanding breaks on Equity and make sure the dividend payments paid on daily as per broker instruction for Client(Citi Bank).
- Used Microsoft Word/Excel and other software tools to create documents and other communications for backup.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
Education
MBA - Finance
ANNAMALAI UNIVERSITY
Chidambaram, Tamilnadu 09.2007 - 05.2009
BBA - Accounting And Finance
ALAGAPPA GOVT. ARTS COLLEGE
Karaikudi, Tamilnadu 06.2004 - 04.2007
Higher Secondary - Accounting And Business Maths
DE BRITTO HIGHER SECONDARY SCHOOL
Devakottai, Tamilnadu 06.2002 - 03.2004
Skills
Trade Life cycle and Fees Payments
Bloomberg and MS-office
Project ManagementFish bone analysis, Pareto PrincipleProcess automation through Machine LearningDigital transformationsCorporate Action
Waterfall methodology
Planning and Coordination
Background in mutual funds, stocks, bonds and investments
Agile Methodology
Problem-Solving
SQL Query Writing
JIRA Management
GP3 UI
SG AI(BRAMOS)
Accomplishments
- Accomplished the process automation in Dividend & Interest payments at Mutual Fund through “Digital transformation” (AI & Machine Learning) in 2021 and team has potentially saved 2 FTE of manual works with 95% of accuracy & efficiency.
- Accomplished the process automation in TRADE (Equity & Bond) “Digital transformation” (AI & Machine Learning) in 2022 and improved the efficiency and quality of analysis in CASH reconciliation through which team has saved 1 FTE of manual work with 99% of accuracy.
Certification
Certified in Scrum Methodology by Coursera
Interests
Mutual Fund analysis
SQL & Python
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You only have to do a few things right in your life so long as you don’t do too many things wrong.
Warren Buffett
Timeline
Certified in Scrum Methodology by Coursera
10-2022
Certified in Lean Six Sigma (Orange Belt) by Societe Generale
06-2020
Ops Lead(Machine Learning & Mutual Fund)
Societe Generale Global Solution Pvt Ltd.
04.2019 - Current
Senior Process Executive(Mutual Fund)
Societe Generale Global Solution Pvt Ltd
03.2014 - 03.2019
Senior Process Executive(Hedge Fund)
State Street HCL Services Pvt Ltd.
04.2012 - 02.2014
Process Executive(Mutual Fund)
TCS e-serve International Ltd
03.2010 - 04.2012
MBA - Finance
ANNAMALAI UNIVERSITY
09.2007 - 05.2009
BBA - Accounting And Finance
ALAGAPPA GOVT. ARTS COLLEGE
06.2004 - 04.2007
Higher Secondary - Accounting And Business Maths
DE BRITTO HIGHER SECONDARY SCHOOL
06.2002 - 03.2004