Summary
Overview
Work History
Education
Skills
Tools
Certification
Expertise
Timeline
Generic
Revanth Sagar Y

Revanth Sagar Y

operations analyst
Hyderabad

Summary

Certified Investment Banking Operations Professional with 2 years of experience in client on-boarding, account maintenance, trade settlements, confirmations, and utilizing SWIFT messaging (MT 202, MT 103, MT 199, MT 299, MT 300, MT 305). Strong expertise in FX database management and reconciliation of trade discrepancies. Skilled in risk management, process optimization, and effective stakeholder communication across front, middle, and back-office functions. Demonstrated ability to investigate trade breaks and ensure regulatory compliance. In-depth understanding of financial processes within the trade life cycle under investment banking operations, including equities, fixed income securities, foreign exchange, and derivatives.

Overview

3
3
years of professional experience
2
2
Certifications
3
3
Languages

Work History

Operations Analyst

Infosys
09.2024 - Current
  • Managed client onboarding and account maintenance for Charles Schwab under the capital markets division
  • Conducted KYC/AML verification, account updates, and corrections as per regulatory guidelines
  • Collaborated with internal teams to mitigate operational risks and improve account management workflows
  • Identified inefficiencies in current systems, recommending adjustments that resulted in increased productivity levels.
  • Assessed operational performance to identify areas for improvement.
  • Spearheaded process automation initiatives, reducing manual efforts required in day-to-day operations tasks significantly.

Associate-2

State Street
04.2022 - 08.2023
  • Executed FX trade settlements and static data setups in Wall Street System (WSS)
  • Managed SWIFT messages (MT 202, MT 103, MT 199, MT 299, MT 300, MT 305) for confirmation and settlement processes
  • Ensured timely settlement of cash flows, break resolution, and risk mitigation in trade execution
  • Partnered with internal teams (Sales, Trading, Credit, Middle Office, and Technology) to resolve economic discrepancies
  • Optimized settlement processes using automation tools and macro express applications to enhance efficiency
  • Developed and maintained strong relationships with key clients to ensure high levels of efficiency.

Education

Bachelor of Arts - Economics

Satavahana Degree College
Vijayawada
01.2017 - 1 2020

Skills

  • SWIFT Messaging & Confirmations

  • Cash Flow Settlements & Reconciliations

  • Risk & Control Management

  • Stakeholder Communication

  • client onboarding and maintenance

Tools

  • MS-Office Suite
  • MS-Excel
  • SQL(Basic proficiancy)

Certification

Certified Investment Banking Operations Professional – Imarticus Learning

Expertise

  • Skilled across financial processes in Trade Life Cycle of Investment Banking operations
  • SWIFT Messaging & Confirmations (MT 202, MT 103, MT 199, MT 299, MT 300, MT 305)
  • Cash Flow Settlements & Reconciliations
  • Risk & Control Management (Escalations, Risk Mitigation, Regulatory Compliance)
  • Stakeholder Communication (Internal Teams, Clients, Dealers, Counterparties)
  • Process Improvement & Automation (Macros, Workflow Optimization)
  • Basic Accounting Knowledge (Ledgers, Statements)

Timeline

Operations Analyst

Infosys
09.2024 - Current

Associate-2

State Street
04.2022 - 08.2023

Bachelor of Arts - Economics

Satavahana Degree College
01.2017 - 1 2020
Revanth Sagar Yoperations analyst