Rakesh Paka
Hyderabad
Summary
Detail-oriented finance professional with extensive expertise in Environmental, Social, and Governance (ESG) analysis and mutual fund management. Skilled in analyzing ESG data to support sustainability initiatives and optimizing corporate action processes. Demonstrated success in collaborating with cross-functional teams to ensure regulatory compliance and mitigate risks. Proficient in leveraging financial systems to enhance operational efficiency and drive business growth.
Overview
11
11
years of professional experience
Work History
Data Specialist
S&P Global Markit Intelligence
Hyderabad
03.2023 - 07.2024
- Analyze large-scale ESG data sets to evaluate environmental impact, social responsibility initiatives, and governance standards.
- Develop ESG reporting workflows, ensuring compliance with local and international sustainability standards.
- Provide insights into ESG trends to guide sustainable investment decisions and corporate strategy.
- Collaborate with cross-functional teams to integrate ESG data into financial models and reports.
- Assist with regulatory filings related to ESG data, ensuring transparency and accuracy in reports to stakeholders.
- Managed the collection, cleaning, and analysis of ESG performance data from corporate disclosures and third-party sources.
- Created dashboards and reports for senior leadership and stakeholders to track and improve ESG metrics.
Reference Data Analyst
Intercontinental Exchange (ICE)
Hyderabad
10.2019 - 03.2023
- Experience in managing, maintaining, and validating reference data for mutual funds, securities, and other financial instruments.
- Knowledge of corporate actions (mergers, acquisitions, dividends, stock splits, etc.) and their impact on mutual funds and investment portfolios.
- Understanding of Net Asset Value (NAV), fund performance, and other key metrics related to mutual fund operations.
- Knowledge of securities life cycle management, from inception to maturity, including handling corporate actions.
- Ensuring the accuracy and consistency of financial data, with a focus on corporate actions and fund data.
- Experience in reconciling and reporting discrepancies in mutual fund and corporate action data.
- Familiarity with financial data sources like Bloomberg, Reuters, or FactSet for data gathering and validation.
- Knowledge of relevant regulations affecting mutual funds and corporate actions (e.g., SEC rules, MiFID II, etc.).
Process Associate
Genpact India Private Limited
Hyderabad
12.2017 - 10.2019
- Experience with mutual fund subscription, redemption, and transfer forms, ensuring accuracy and completeness.
- Strong attention to detail for maintaining accurate records of all mutual fund transactions and corporate actions.
- Ability to interact with clients, fund managers, and stakeholders to resolve issues related to forms and corporate actions.
- Identifying and addressing risks related to improper form submissions or corporate action errors.
Research Analyst
Factset Systems India Private Limited
Hyderabad
12.2013 - 12.2016
- Demonstrated strong understanding of corporate actions such as mergers, acquisitions, dividends, stock splits, rights offerings.
- Experience in handling mandatory and voluntary corporate actions, ensuring proper processing and communication.
- Managed corporate action notifications and events in multiple languages and time zones to ensure accuracy and timeliness.
- Maintained and updated corporate action data within internal systems to ensure consistency and minimize errors.
- Utilized corporate action management software like Bloomberg, Reuters, or Telekurs to process and monitor corporate events.
- Trained junior staff members in corporate action processes and best practices. Provided expert advisory support to institutional clients, tailoring recommendations to their specifc needs and market conditions. Analyzed corporate action data and updated systems with event details to ensure accurate processing and settlement
Education
MBA - Finance
CSI Institute of Management Studies
SecunderabadSkills
- Data analysis
- ESG reporting
- Data visualization
- Financial modeling
- Data cleaning
- Regulatory compliance
- Corporate actions
- Stakeholder communication
- Problem solving
- Time management
Accomplishments
- Awarded the 'Reward and Recognition' accolade at FactSet in 2015 for exceptional performance, demonstrating outstanding contributions to team success and excellence in job execution.
Timeline
Data Specialist
S&P Global Markit Intelligence
03.2023 - 07.2024
Reference Data Analyst
Intercontinental Exchange (ICE)
10.2019 - 03.2023
Process Associate
Genpact India Private Limited
12.2017 - 10.2019
Research Analyst
Factset Systems India Private Limited
12.2013 - 12.2016
MBA - Finance
CSI Institute of Management Studies
Similar Profiles
Akshit KheraAkshit Khera
Senior Corporate Actions Analyst at S&P Global Markit IntelligenceSenior Corporate Actions Analyst at S&P Global Markit Intelligence
Ankit KhatriAnkit Khatri
Director/Senior Manager, Product Specialist at Markit Intelligence, S&P GlobalDirector/Senior Manager, Product Specialist at Markit Intelligence, S&P Global
Chandrasekhar AragaChandrasekhar Araga
Data Quality Associate at S&P Global Market Intelligence (Formerly IHS Markit)Data Quality Associate at S&P Global Market Intelligence (Formerly IHS Markit)