EquiLend
Sandeep Hegde
Assistance Manager
Bangalore
Summary
Results-oriented professional with over 6 years of experience in credit risk analysis and mutual fund onboarding at HSBC. Demonstrated proficiency in managing NBFI client funds across various product streams within the department. Known for being self-reliant, a strong team player, and for delivering end-to-end solutions. Now seeking to leverage my analytical skills and financial expertise in a front office role focused on equity derivatives, where I can contribute to risk management strategies and decision-making processes.
Overview
7
7
years of professional experience
1
1
Certificate
Work History
Assistant Manager -Credit Analysis Unit
HSBC EDPI Pvt Ltd
Bangalore
04.2021 - Current
- Review of credit applications and provide approval as QC and provide feedback to analyst on daily basis.
- Allocation of annual review portfolio to analyst to renew existing limits.
- Review day to day trade exposure and settlement excess report and allocation to analyst for action.
- Liaise with specific team members to rectify production issues and maintain high-quality and increase daily productivity.
- Training team members to maintain high productivity and performance metrics.
- Documentation of QC findings and produced reports to management in assessing and correcting quality concerns.
- User Acceptance Testing (UAT) on new applications and modifications to assess potential impacts and documenting defects, identifying bottlenecks and executing test cases.
- Handling Migration project of 1000+ from US to UK balance sheet to solve multi balance sheet exposure bookings and settlement on derivative trading to mitigate risk.
- Documentation of project progress to fulfill project requirements and establish traceability.
Senior Analyst - Credit Analysis Unit
HSBC EDPI Pvt Ltd
Bangalore
04.2019 - 03.2021
- End to end analysis and on-boarding of SMA entities, Mutual funds requests & Standalone pension funds under Asset Mangers & Agent Lenders (Custodians).
- Evaluating limit requested by trading desk on Equity Lending and Borrowings (EBL/SLB) transactions.
- Evaluating financial status and Identification of risk of SMA Entities,Mutual Fund and Standalone Pension funds with help of annual reports, prospectus.
- Generating customer risk rating and providing credit limits to trade in products like FX, Forwards,Futures,IRS,CDS, Repo and EBL based on risk analysis.
- Annually review of Asset Managers and Agent Lender portfolio (7 Assets Managers & 5 Agent Lender) and prepare annual review write-ups to renew credit limits.
- Monitoring daily excess on credit approved SMA Entities.
- Preparing MI reports on weekly progress on migration project and annual reviews.
Analyst - Credit Analysis Unit
HSBC EDPI Pvt Ltd
Bangalore
03.2017 - 03.2019
- End to end Analysis & On-boarding of Mutual Funds request raised by assets managers and agent lender.
- Preparing credit proposals for seeking credit approval for SMA Entities and Mutual funds trading from risk team.
- Monitoring and addressing trade exposure of SMA Entities & Mutual Funds on daily basis by preparing credit write ups.
Education
MBA - Finance
Bangalore University
Bangalore 06.2014 - 2016.05
Bachelor of Commerce -
Karnataka University Dharwad
Bangalore 06.2011 - 2014.05
Skills
Fund Analysis
Certification
Equities Market Certification by Wallstreet Prep School
Timeline
Equities Market Certification by Wallstreet Prep School
11-2023
Assistant Manager -Credit Analysis Unit
HSBC EDPI Pvt Ltd
04.2021 - Current
Senior Analyst - Credit Analysis Unit
HSBC EDPI Pvt Ltd
04.2019 - 03.2021
Analyst - Credit Analysis Unit
HSBC EDPI Pvt Ltd
03.2017 - 03.2019
MBA - Finance
Bangalore University
06.2014 - 2016.05
Bachelor of Commerce -
Karnataka University Dharwad
06.2011 - 2014.05
Software
Bloomberg
Microsoft Office
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