Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Sakshi Shukla

Supervisor @ CITI
Gurgaon

Summary

  • Professional with 10+ years of experience in client onboarding and static data setups, including REGIM configurations.
  • Skilled in using platforms such as Bloomberg, Acadia, DTCC, and others, with responsibility for reviewing and authorizing team deliverables.
  • Experienced in managing a team of 4, with a strong focus on accuracy, compliance, and efficiency. Recognized for multitasking, teamwork and openness to feedback with a proven ability to support seamless client processes. Currently seeking opportunities to upskill and contribute to organizational growth.
  • Responsible for set-up and maintenance of various bilateral, REPO and RegIM(IMTM and IMEM) collateral agreements.
  • Set up and maintain accounts in Global Market for the Portfolio managers and Trading team
  • Setting up Broker and custodian Settlement instructions on internal systems

Overview

11
11
years of professional experience
3
3
Languages

Work History

Supervisor (C9)

Citi Corp Services
Gurgaon
04.2022 - Current
  • Onboarding new clients
  • Supervising a Team of 6 analysts and subordinates to drive business
  • Authorizer for all the set ups done by team
  • Worked on DTCC, Acadia and Cloud Margin applications
  • Knowledge of ISDA and CSA to create/authorize agreements
  • Monitoring daily fails and resolving them
  • SME in REGIM set ups
  • Collateral exchange – validation, set up and authorizer
  • Sanction Screening – Control check/authorizer

Consultant

JP Morgan Chase
Mumbai
06.2021 - 04.2022
  • Transaction Processing - Confirmation
  • Settlement and Clearing, Collateral Management
  • Client Service, Invoicing
  • Responsive to queries and requests and able to escalate when needed
  • Settling payments for counterparties
  • JIRA – Raising JIRA Request as in When Required

Consultant

Deloitte
Hyderabad
04.2019 - 11.2019
  • Budgeting & Forecasting – Client Projects
  • Expense Review Tool
  • Invoicing – Creation, Adjustment entries for Invoices, O/S invoices review.
  • Financial Summary Reports
  • Variance Analysis
  • ART – Accounts Receivables Tool
  • Tracking Opportunities Status
  • Burn Reports.

Senior Financial Analyst (IO)

Franklin Templeton Investments
Hyderabad
07.2014 - 04.2019
  • Client Account and Settlement Data Maintenance.
  • Creating new client accounts and their maintenance in the internal systems.
  • Preparing reports using internal data sources and working on access database.
  • Setting up broker and custodian settlement instructions on Internal/ALERT system.
  • Internal systems setup for custodian transfers as per the country currency.
  • Handle class action civil lawsuit on behalf of FT Clients who have occurred any loss or fraud in past with any companies.
  • Coordinate with legal team, Law firm and research on list of securities which come under class action.
  • Analyze the information on various securities and identify funds which are eligible and process data according to the nature of accounts and work on any exceptions that arise.

Education

MBA - Finance & HR

Osmania University
Hyderabad
01.2014

B. Com. - Comp.

Osmania University
Hyderabad
01.2012

Skills

  • BLOMBERG

  • Mentorship development

  • Client engagement strategies

  • JIRA workflow optimization

  • Cloud financial optimization

  • DTCC operations expertise

  • Knowledge of Acadia

  • Knowledge of Acadia

Websites

Accomplishments

    CITI Achievements

  • Collaborated with team of 16 in the development of Project to automate the set ups from manual inputting data to STP process in CM
  • Received Golden and platinum awards from Oversights on delivering Projects before time
  • Employee of Quarter twice

    • Deloitte Achievements

  • Awarded twice for punctuality in updating status of the project to US client and rectifying errors in Project forecast to comply with actuals; Appreciated and applauded by leaders and peer group for providing deliverables within timelines

    • Franklin Templeton Achievements

  • Promoted from Graduate Trainee to Financial Analyst within 9 months;
  • Promoted to senior financial analyst within 2 years; Subject matter expertise for more than 2 processes; Conducted trainings and mentored new hires; Achieved awards for assignment of work, training and mentoring new hires and meeting expectations of stakeholders; Rewarded with scholarship in PG and various prizes for good grades and co-curricular activities

Timeline

Supervisor (C9)

Citi Corp Services
04.2022 - Current

Consultant

JP Morgan Chase
06.2021 - 04.2022

Consultant

Deloitte
04.2019 - 11.2019

Senior Financial Analyst (IO)

Franklin Templeton Investments
07.2014 - 04.2019

MBA - Finance & HR

Osmania University

B. Com. - Comp.

Osmania University

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Sakshi ShuklaSupervisor @ CITI