Satyam Chadha
Lead Associate
Bengaluru,KA
Summary
Knowledgeable Team Lead with solid background in leading analytical projects and driving process improvements. Successfully spearheaded multiple high-impact initiatives that enhanced operational efficiency and informed strategic decision-making. Demonstrated proficiency in data analysis and project management, consistently delivering actionable insights and fostering team collaboration.
Overview
2
2
Certifications
7
7
years of professional experience
Work History
COE Lead Analyst
Wipro Technologies Kodathi
04.2026 - Current
- Manage end-to-end private credit and syndicated loan operations, including drawdowns, paydowns, borrowings, repayments, interest processing, commitment fees, and other loan lifecycle events, ensuring accurate and timely transaction processing.
- Handle secondary loan trade processing, including trade capture, assignments, trade cutbacks, elevations, and participation trades, ensuring accurate trade booking, position updates, and settlement in accordance with agent instructions and transaction documentation.
- Coordinate participation-related cash movements, ensuring timely transfers for scheduled payments, monitoring expected incoming funds, tracking due cash obligations, and following up with relevant stakeholders to prevent settlement delays.
- Perform cash, position, and P&L reconciliations across portfolios by investigating discrepancies in trade balances, interest, fees, and settlement amounts, coordinating with loan agents, custodians, and fund administrators to ensure timely resolution of breaks.
- Utilize Advent Geneva, Loan Market, and LendOS to process loan transactions, validate agent notices, monitor contractual cash flows, and resolve trade and accounting discrepancies while maintaining accurate records and operational controls.
Lead Associate
Indus Valley Partners
04.2025 - 03.2026
- 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 - 03.2025
- 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.
- Worked with datasets involving equity, fixed-income, and derivative-linked loan products; experienced with Bloomberg Terminal for corporate actions and pricing updates.
Education
MBA - Finance
Galgotia Institute of Management & Studies
Greater NoidaBBA - Finance
Institute of Management Studies
RoorkeeSkills
Loan Syndication Operations
Team Leadership & People Management
Stakeholder management
Cash & Trade Reconciliation
Advent Geneva
DUCO
Corporate actions processing
VPM & Accounting Tool
Bloomberg Terminal
Certification
05/2021
Timeline
COE Lead Analyst
Wipro Technologies Kodathi
04.2026 - Current
Lead Associate
Indus Valley Partners
04.2025 - 03.2026
Senior Operations Analyst
Indus Valley Partners
08.2022 - 03.2025
Senior Analyst
Wipro
07.2019 - 07.2022
BBA - Finance
Institute of Management Studies
MBA - Finance
Galgotia Institute of Management & Studies