Roopa Nagesh
Team Lead
Summary
Forward-thinking Operations Specialist bringing 7 years of expertise in Investment Banking for various products and businesses. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies.
Overview
8
8
years of professional experience
2
2
Certifications
Work History
Team Lead
JP Morgan Chase & Company
10.2022 - Current
- Managing give up agreements (EGUS) for clearing functions between all parties involved
- Liaising with Clients, traders and executing brokers to ensure give up agreements are dully signed and agreed
- Onboarding of new clients and brokers, facilitate clearing accounts set-up and management of jurisdiction of agreement
- Monitor Execution and Clearing zero commission breaks and resolve breaks by executing agreements on FIATECH
- Liaise with various parties involved in DOCS to sign Giveup and Givein agreements
- Manage team metrics and reporting to management and stakeholders
- Spearheaded multiple high-impact projects simultaneously while meeting tight deadlines under pressure-packed situations.
- Improved team productivity by implementing efficient project management strategies and streamlining communication channels.
- Automation of nearly 40 hours of time save which contributed to process improvement and business results.
- Directed and supervised team of 6 engaged in EGUS process development.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Mentored and guided employees to foster proper completion of assigned duties.
- Supervised team members to confirm compliance with set procedures and quality requirements.
Senior Analyst
BNP Paribas India Solution Pvt Ltd
6 2021 - 10.2022
- Provide control for daily processing including oversight of
reconciliations, cash receipts and payments, metrics, reporting and
SLAs. - Onboarding of new clients and brokers, facilitate clearing accounts setup and management of jurisdiction of the agreement
- Execution fee set up in the back-office system to enable the flow of fee charged according to the rate schedule.
- Facilitate to charge execution fee on the markets CME, LIFFE, EUREX, CFE and others. Booking of fees charged for trades into application Ubix by analyzing zero fees and ensure to application of rate from the rate schedule.
- Ensure the automatic setup of fees are rightly in place and investigate to fix any issues encountered.
- Team co-ordination and allocation of daily work between the team members.
Analyst
Societe Generale Global Solution Center Pvt. Ltd
01.2018 - 06.2021
- Integration and portfolio allocation of invoices into various applications to make payments to custodians, exchanges and brokers
- Manage invoices for custody, clearing, exchange platforms on various fees for safekeeping, transaction and settlement charges
- Drive governance calls and regular catch ups with Onshore, custodians, FO and network teams
- Dealing with other regional offices to supply information to back up transactions on regular basis
- Identification of areas of improvement, issues blocking the team to achieve KPI or challenge the existing KPI & KRI and automate the process leveraging with IT Ops model
- Building strong relationship with FO/TSU/Network team/SMT to achieve NPS score, attend or schedule calls for better resolution of queries
- Work closely with business managers and traders, client service and data teams, IT, counterparties, exchanges, custodians and external clients to escalate and resolve issues
- Ensure system balanced to high level to reduce risk of over payment or incorrect payment, or incorrect application of funds
- Responsible for managing, controlling, preparing and escalating risk within the scope
- Onboarding of new counterparties into the system, perform call-backs and SSI set-ups
- Report generations and control checks indicating follow-up of invoices, duplications or payment delays using Tableau
- Control and manage cash breaks and resolve them in time to meet the KPI, managed to clear over 1500 breaks in a month.
- Create and manage accounting schemas, provisioning for all the counterparts based on portfolios
- Fee schedules interpretations on the rates charged and applied by counterparts
- Perform UAT for any development on the tools and provide accurate results on the testing.
- Optimized core processes to improve business performance and operational agility.
- Supervised processes to eliminate weak points or bottlenecks in business operations.
- Developed metrics derived from raw company data to track improvements in organizational efficiency.
- Produced business requirements, master story list, sprint planning and design documents.
Customer Service Associate
Accenture Solutions Pvt. Ltd
12.2016 - 01.2018
- Setting up of insurance claims for clients/customers residing in UK
- Processing claims and payments, duplicate payment resolution and recovery
- Adhere to client's SLA/TAT with no errors and escalations
- Managing team data capture and reporting on a daily and monthly basis.
Education
Bachelor of Business Management - Finance
Vijaya College, Bangalore University, STCB
Bangalore 01.2013 - 2016.01
GED -
P.E.S Pre-University College
Bangalore 01.2011 - 2012.01
S.S.L.C -
J.D.E.S. School
Bangalore 03.2001 - 2010.01
Skills
Responsibility
Equity, Fixed Income
Reconciliation
Analytical skills
Project Co-ordination
Strategic planning
Microsoft PowerPoint, Excel and Word
Process change management
Procedure updating
Certification
2017-12
Languages
English
Kannada
Hindi
Additional Information
- ACHIEVEMENTS , Awarded with the Best Student of the year in 2010. Achieved Rising Star Award in the present organization. Awarded as the best performer for the quarter in 2017. Received kudos for efficiently adhering to the KPI and constantly maintaining no emails >2days. Traveled to Paris and migrated Custody process to India (Bangalore). Received Spot awards for reducing Outstanding of invoices. Worked with IT & Project teams to build TITAN tool to Integrate the invoices and control check on the rates Vs Fee schedules (Automating process) Worked with macro team to Enhance/Create macros for simplification of Allocation procedure (FTE reduction). Received Employee of the Month for Outstanding performance in 2024
Timeline
Team Lead
JP Morgan Chase & Company
10.2022 - Current
Analyst
Societe Generale Global Solution Center Pvt. Ltd
01.2018 - 06.2021
Customer Service Associate
Accenture Solutions Pvt. Ltd
12.2016 - 01.2018
Bachelor of Business Management - Finance
Vijaya College, Bangalore University, STCB
01.2013 - 2016.01
GED -
P.E.S Pre-University College
01.2011 - 2012.01
S.S.L.C -
J.D.E.S. School
03.2001 - 2010.01
Senior Analyst
BNP Paribas India Solution Pvt Ltd
6 2021 - 10.2022
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