Sagar Goswami
Bangalore
Summary
Transaction processing Analyst with over 5+ years of experience in investment banking. Specialized in Trade processing in equity and Fixed income products with particular focus on risk management and client service. Aiming to leverage my skills and exploring opportunities for growth and excellence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Transaction Processing Analyst
Accenture Solutions Private Limited
Bangalore
09.2021 - Current
- Pre-matching and Investigation of Fixed Income Products for Client Barclays.
- Process global security transactions on the global trade processing platforms within given deadlines.
- Liaising with brokers, Middle office, Front office and sales desk to ensure timely matching of trades.
- Interact with the clients, custodians in Asia, Europe, US and Australian region, during trade life cycle and ensure trades settle as per settlement cycle on value date.
- Responsible for setup and maintenance of static data relating to all settlements.
- Looking out for possible pair offs in order to mitigate the risks of trade failure due to short of cash or securities.
- Ensure all market penalties, buy-in notifications are acted and escalated on a timely manner.
- Hands on experience on application like; Gloss, Omgeo ALERT, XACT, Easyway.
- Perform complex settlement process of FOP trades in sanction securities.
- Sharing updates with Management through the SOD,EOD matrix reports on a daily, weekly and monthly basis.
Financial Analyst
eClerx Services Limited
Mumbai
01.2020 - 08.2021
- Worked for Morgan Stanley on trade support group for EMEA equity market clients.
- Analyze trade discrepancies and manage to solve them and ensure pre-matching of ageing as well T+1 trade to minimize client's market risks.
- Assist on any issues and provide timely escalations to desk and operations management.
- Interacting overseas desks for allocations or trade related queries and liaising with clients/custodians for mismatches in trade nominal, allocations, economics etc
- Confirming DTC trades with broker and liaise with internal settlement team to ensure trade is settled
- Perform DTCC to Euroclear market and co-ordinate with internal desk for any corporate action security.
Equity Advisor
Karvy Stock Broking Limited
Hyderabad
11.2017 - 07.2019
- Evaluating clients on their portfolio requirements as against their financial needs provided through analysis and managed their portfolio.
- Analyze global and domestic financial markets and its impact on stock movements.
- Educating the investors about the in-house research reports.
- Buy/Hold/Sell recommendation conducting primary analysis on prevailing market and sectorial trends.
- Ensure active management of clients and achieve the revenue target, keep abreast of micro and macro indicators of industry and economy.
Education
Master In Business Administration (MBA) -
NIIS INSTITUTE OF BUSINESS ADMINISTRATION
08-2018
Skills
- Fixed Income
- Equity
- Capital Markets
- Trade Prematching
- Trade Life Cycle
- Pairoff/Netting
- Payments
- Manual instructions
Certification
- NISM Series VIII: Equity Derivative Examination, 2018
- PGDCA, Integra Computer Education (ICE), 2015
Accomplishments
- Awarded as "Barclays star of the month" for the month of October 2023
- Promoted to immediate next level from Associate to Analyst in the month of September 2023.
- Received appreciations from Clients and MD of Accenture Applied Technology and Operations for Markets (ATOM) for solving complex issue on sanction securities.
- Won core Value Champion award for Q1, FY22 at Accenture Solution Pvt. Ltd.
- Won Hall Of Fame award - November 2020 at eClerx in financial market program
- Stood 2nd prize in Quiz Competition Organized by Business Standard (2017)
Personal Information
- Location Preference: Any
- Date of Birth: 02/07/96
- Gender: Male
- Nationality: Indian
- Religion: Hindu
Languages
- English
- Hindi
- Odia
Declarations
I hereby declare that all the statements made in this application are true to the best of my knowledge and belief.
Timeline
Transaction Processing Analyst
Accenture Solutions Private Limited
09.2021 - Current
Financial Analyst
eClerx Services Limited
01.2020 - 08.2021
Equity Advisor
Karvy Stock Broking Limited
11.2017 - 07.2019
Master In Business Administration (MBA) -
NIIS INSTITUTE OF BUSINESS ADMINISTRATION
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