Satyam Chadha
Lead Associate
Noida
Summary
Dynamic Team Lead with expertise in managing loan syndication operations, driving process efficiencies, and leading high-performing teams. Detail-oriented professional with exceptional communication and project management skills. Proven ability to manage multiple priorities effectively in fast-paced environments. Recognized for a proactive approach to identifying and resolving issues, with a strong focus on optimizing processes and supporting team objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Lead Associate
Indus Valley Partners
04.2024 - Current
- Mentored junior associates, providing guidance on clients' loan books or corporate actions in their accounting system (VPM).
- Led weekly portfolio review calls with internal teams and clients to resolve trade and cash breaks, accelerating break resolution by fostering faster approvals and communication. This helps reduce our escalations by 25%.
- Established clear lines of communication between team members for better collaboration and overall efficiency.
- Setting teams' KRAs and helping in defining their roles, and pushing them to the next level.
- Getting KPI and PMO ready for upper management to help them make better judgments about client relations and their work.
- Earned consistent positive feedback from clients, including formal recognition during year-end reviews for service quality, and proactive relationship management.
Senior Operations Analyst
Indus Valley Partners
08.2022 - 04.2024
- Oversaw loan lifecycle events such as contract initiation, trade bookings, coupon/dividend payments, and reconciliations, ensuring 100% accuracy and compliance.
- Managed daily loan operations, including interest calculations, amortizations, borrowings, repayments, and prepayments, ensuring timely and accurate processing across client accounts.
- Reconciled cash and position discrepancies by coordinating with custodians, agents, and internal accounting teams, improving resolution time, and reducing operational breaks.
- Managed U.S. Tax withholding and refund processes using forms like W-8, 1042-S, and affidavits, ensuring compliance with IRS timelines and audit readiness.
- Collaborated with cross-functional teams (Treasury, Reconciliation, Finance) to troubleshoot trade settlement issues, contributing to faster resolution and reduced client escalations.
Senior Analyst
Wipro
07.2019 - 07.2022
- Managed reference data meticulously, overseeing actions like split, rights issue, mergers, and stock dividends, ensuring accuracy in identifiers like ISIN, CUSIP, Sedol, etc.
- Demonstrated proficiency by actively refining data on the live Bloomberg Terminal, ensuring the smooth flow of precise information.
- Ensured compliance with regulatory standards, supporting equity research decisions for senior management and clients.
- Streamlined handling of ad-hoc requests, tracked and updated IPO listings, and supervised data for listings, mergers, acquisitions, and delisting via Bloomberg.
- I guided a team overseeing Hong Kong Exchange filings and 13F filings, playing a pivotal role in sourcing, analyzing, and maintaining market data integrity.
Education
MBA - Finance
Galgotia Institute of Management & Studies
Greater Noida 04.2001 -
BBA - Finance
Institute of Management Studies
Roorkee 04.2001 -
Skills
Loan Syndication Operations
Team Leadership & People Management
Stakeholder & Client Management
Cash & Trade Reconciliation
Corporate Actions & Tax Processing
VPM & Accounting Tools
Bloomberg Terminal
Certification
Bloomberg Market Concept
Timeline
Lead Associate
Indus Valley Partners
04.2024 - Current
Senior Operations Analyst
Indus Valley Partners
08.2022 - 04.2024
Bloomberg Market Concept
05-2021
Senior Analyst
Wipro
07.2019 - 07.2022
MBA - Finance
Galgotia Institute of Management & Studies
04.2001 -
BBA - Finance
Institute of Management Studies
04.2001 -