SAIKUMAR KOTA
Nellore
Summary
I am a seasoned professional with 11 years of experience in investment banking and commercial banking services, specialized in Bank Loans (Loan Syndication), Wealth Investment Management, Asset Management, Credit structure products and hedge funds. I hold a Bachelor of Commerce (B.Com) degree and bring strong expertise in financial markets and capital management. With hands on experience using Bloomberg systems, I excel in data-driven analysis and decision-making. Proficient in Microsoft Office, I am also skilled in leading and migrating teams effectively to achieve organizational goals.
Overview
12
12
years of professional experience
Work History
Senior Officer 3
AlterDomus
02.2025 - Current
- Supervise, mentor and develop a team of reconciliation specialists, fostering a positive and collaborative work environment.
- Utilised technical expertise to achieve accurate, timely reconciliation of portfolio.
- Proactively and accurately identify incoming agent notices; process all life cycle events for portfolios containing multiple asset types
- Ensured adherence to KPIs and SLAs while providing feedback to Officers and recommending process enhancements.
- Train and mentor Officers on loan admin processes, fostering a culture of continuous learning and improvement.
- Build and lead a high-performance reconciliation team in India, focused on achieving month-end close targets.
- Interacted with internal and external parties including Asset Services, Recon, Trade Settlement, Trustees and Agent Banks to support operational efficiency.
- Provide mentorship, coaching, and career development opportunities to team members, promoting professional growth and retention.
- Process & Update life cycle events into the systems and maintain positions accurately.
Lead Operations | Wealth Investment & Management
Wells Fargo
02.2021 - 11.2024
- Coordinate all aspects of loan servicing to ensure accurate execution and timely resolution of customer needs.
- Review and negotiate complex loan servicing transactions, evaluate operational and credit-related risks, and implement mitigation strategies.
- Identify system, data, or process gaps and recommend procedural modifications, automation opportunities, or control enhancements.
- Maintain and update standard operating procedures (SOPs) and system documentation aligned to ABL servicing.
- Mentor and coach team members, supporting career development, skill progression, and succession planning.
- Lead projects, oversee daily team deliverables, perform critical end-of-day check-outs, and mentor lower-level staff.
- Serve as a primary liaison with Line of Business, Control & Risk, Technology, and Operations teams
- Lead a variety of servicing activities for moderately complex to complex Asset Based Lending products, including revolving lines, term loans, borrowing base structures, and collateral-driven facilities.
Operations Specialist
State Street HCL services
08.2018 - 11.2020
- Oversaw the complete fund accounting process for mutual funds.
- Collaborated with cross-functional teams to ensure timely delivery of client deliverables.
- Collaborated with the onshore NAV team for the timely delivery of NAV packs to clients.
- Executed capital call and management fee transactions while reconciling cash, positions, market values, dividends, and interest to uphold accuracy.
- Monitored accounting records for securities positions, corporate actions, and journal entries to ensure compliance with departmental policies.
- Prepare and Review the Cash flow statement, Balance Sheet, Receivable/Payable statement, Profit and Loss Recon.
- Ensured timely and accurate reconciliation of AIS statements to maintain data integrity.
Intermediate representative
BNY Mellon
11.2014 - 07.2018
- Pro-actively identified opportunities for exceptionally high returns in client portfolios.
- Comparing portfolio returns to its respective Benchmark return and identifying adequate reason for higher variations.
- To prepare and send Daily Cash flows to client.
- Reviewed and verified rollover, rate set, and credit agreement reports, ensuring alignment with client agreements.
- Identifying and clearing the cash discrepancies if any.
- Explained variations to clients, offering clear and adequate reasoning.
- Cross-verify reporting System with the actual data and making amendments if necessary.
- Contribute in preparation of Business Reports, presented to Clients by Team Leads.(KPI & MIS
- Reviewed and verified CDO loan documents to maintain financial integrity.
Education
Bachelor's Degree - Commerce & Computer Applications
Vikrama Simhapuri University
01-2014
Intermediate - MPC
Sri Chaitanya Jr & Sr Colleges
01-2011
Skills
- Strong organizational and time management skills
- Analyzing data
- Problem solving approach
- SQL proficiency
- MS VISIO
- Leadership
- Bloomberg
- Quality control
- Root cause analysis
- Loan reconciliation
- New client onboarding
- Client servicing
- Settlement systems expertise
- WSO
- Geneva
- Solvas & Digitize
- Risk and Control
Area Of Expertise
- Leadership
- Quality control and Root cause analysis
- Reconciliation (Cash & Position)
- New client On boarding
- Asset Management
- Proficiency in settlement systems (e.g., SWIFT, Euroclear, DTCC)
- Wealth Investment & Management
- Advance Excel
- Risk and Control
Custom Section
- Received the Bravo Award at BNY Mellon from Onshore for consistently maintaining high-quality client accounts.
- Honored with the Best Team Award in the Q3 SS HCL Awards for sustained performance and consistency.
- Recognized for active participation and valuable contributions during the migration process at AlterDomus.
- Awarded 'Achiever of the Year' in Wells Fargo WIM for outstanding performance and impact.
Timeline
Senior Officer 3
AlterDomus
02.2025 - Current
Lead Operations | Wealth Investment & Management
Wells Fargo
02.2021 - 11.2024
Operations Specialist
State Street HCL services
08.2018 - 11.2020
Intermediate representative
BNY Mellon
11.2014 - 07.2018
Bachelor's Degree - Commerce & Computer Applications
Vikrama Simhapuri University
Intermediate - MPC
Sri Chaitanya Jr & Sr Colleges