Sandeep Konda
Bengaluru,KA
Summary
Strong work ethic, dynamic and Analyst with 15+ years of experience in Trade Settlements, Banking Operations and UAT Testing. Experience in performing validation activities. Proven ability to work efficiently in both independent and team work environments.
Overview
17
17
years of professional experience
Work History
Associate Manager
J P Morgan Chase
01.2022 - Current
- Trade Capture, Trade Mismatch, Trade Settlements, FX
- Proxy Voting, Payout P+I
- Certificate of Deposit Maintenance
- Savings Account & Checking Accounts Closing
- Experience working Portfolio reconciliations, trading platforms and financial instruments like Equities,
Bonds, Mutual Funds, ETFs.
UAT Test Lead
J P Morgan Chase
12.2016 - Current
- Serving as a subject matter expert for Testing COE team for Discretionary Trading and PTCs
- Handled T+1 Settlement Changes and MSSQL Changes projects
- Managed Insurance – Annuity project for five months with four individuals
- Olympic F is a mainframe application used by IPB operations. Olympic A is a migration from mainframe to web-based application
- There are eight platforms and planned to release in six phases
- NYC, FRA, MIL, TPC, JIB, LON, SNG & PAR Platforms
- The Olympic A upgradation project was required extensive testing across different work streams to ensure that all functionality from the previous version works effectively on the new tool
- Ensured Olympic A testing is executed within deadlines even if any changes in requirements
- Maintained high quality of Test Scripts designed
- Defects identified logged on to JIRA in a clear & crisp manner and followed up to closure
- Collaboration with technology and ensured tech-ops partnership is beneficial to both the groups
- Interacting with developers to analyze the user requirements, functional specifications
- Involved in developing system test plans and have written test scripts
- Zero Production fallouts due to testing lapse
- Nil client escalation & successfully achieved 100% in internal audit
- Training provided to team & new joiners
- Exhibit proactive behavior and being self-starter.
Team Lead
J P Morgan Chase
01.2013 - 11.2016
- Monitor the queues and follow up with teams to prioritize the work on urgent basis and also ensuring BAU Activities is completed on daily basis without any miss of SLA
- Handling the Foreign Time Deposits process and internal movement of foreign currency from one client to other
- Handled verification activity for all the types of desks like USD wires, Foreign CCY wires, Trades, cross borders, internal transfer of securities and cash, Time deposits along with the settlements process of trades
- Assist clients with cross border settlements in various markets
- Escalate unresolved discrepancies to management above five days ageing
- Manage and reduce risk associated with settlement failure
- Reduce failing trades and increase settlement efficiency by liaising with various external clients, local agents & custodians
- Accustomed to high volume, volatile markets.
Operations Analyst
J P Morgan Chase
04.2010 - 12.2013
- Handled Proxy Process, vote on behalf of the private banking client share holders, on issues/agenda (AGM, EGM, OGM, MIX Meetings etc)
- Daily prepare control report for process to mitigate vote cutoff discrepancies
- A ClassAction is a form of lawsuit in which a large group of people collectively bring a claim to court and/or in which a class of defendants is being sued
- Identifying the eligible clients and their holdings for the purpose of claim on litigation
- Trained FTE’s in Proxy
- And Extended Cross departmental support to other processes
- Process coupon/ dividend and interest payments on bonds as per the rate and factor obtained from DTC / Bloomberg
- Fixing the exceptions, in the payments due to market events like rate & factor changes Process investigations on cash and Share Discrepancies in clients account.
Team Member
J P Morgan Chase
01.2008 - 03.2010
- Process critical monetary activities like redemptions, transfers, interest adjustments Etc
- Approve issuing of checks after verifying the details of the account closed by the processor
- Liaise with onshore site on day to day activities
- Validate customer authentication with the bank database e.g
- Signature, SSN, address, before processing
- Send letters to customer in case of insufficient information through system generated mails
- Transfer funds from customer’s accounts to another account of the customer or to the third party organizations.
Education
MBA -
GIMAT COLLEGE, Bangalore
BBM - undefined
SDGS COLLEGE, Hindupur
XII - undefined
Balayesu Jr. College, Hindupur
X - undefined
Chinmaya Vidyalaya School, Hindupur
Skills
Operations Management
Project Management
Results Analysis
Strategic Planning
Trade Lifecycle
Stakeholders management
Accomplishments
- Received appreciation e-mail from OBP & Managing Director of AM Ops
- Initiated & executed time saving report in Account Closing Process
- Identified and executed new workflow process in Proxy
- Received Clap awards, Extra Miler & ACE awards
Personal Information
- Date of Birth: 04/16/85
- Nationality: Indian
- Marital Status: Married
Languages
English, Hindi, Telugu, Kannada
Projects
Training and guiding the automation team, Creating feature files for Olympic A & & iRECS – Automation Results – Validation – OPS User, SME
EMEA Legal Entity, Luxembourg, IPB SOD, IPB ALR.
Digitization project for Proxy & Income Collection, Seamlessly migrated to paperless process, $3500 P.A. Proxy Season capacity planning & work flow structuring
Disclaimer
I do hereby declare that the particulars of information and facts stated herein above are true, correct and complete to the best of my knowledge and belief.
Timeline
Associate Manager
J P Morgan Chase
01.2022 - Current
UAT Test Lead
J P Morgan Chase
12.2016 - Current
Team Lead
J P Morgan Chase
01.2013 - 11.2016
Operations Analyst
J P Morgan Chase
04.2010 - 12.2013
Team Member
J P Morgan Chase
01.2008 - 03.2010
MBA -
GIMAT COLLEGE, Bangalore
BBM - undefined
SDGS COLLEGE, Hindupur
XII - undefined
Balayesu Jr. College, Hindupur
X - undefined
Chinmaya Vidyalaya School, Hindupur
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