Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic
Satya Narayana V

Satya Narayana V

Bengaluru

Summary

  • Security trading (Stocks, currency, futures and forwards as well as crypto currencies)
  • Professional level usage of money guide pro and Morningstar soft wares for financial advising
  • Strong analytical skills.
  • Self-motivated.
  • Clear understanding of regulatory operations roles in investment banking operations.
  • Clear understanding of the trade life cycle and the role of the middle office.
  • Sense of ownership and accountability to client and business leadership.
  • Strategic and target driven.
  • Adapt to changes.

Overview

13
13
years of professional experience
2
2
Certification

Work History

Business Process Lead

Tata Consultancy Services
Bangalore
07.2017 - Current
  • Provide backup to portfolio manager /Repurchase Agreement (REPO) Trader.
  • Execute FX spot and forward trades, cross -currency swaps and currency options trades considering the best way to implement these trades whilst minimizing transaction cost.
  • Captured arbitrage opportunities in American and European options across term structure.
  • Risk management and quantitative analysis skills producing Sharp ratio .3.0.
  • Charged with providing tailored market research, accurate buy/sell indications, timely stock trading and monthly management reports.
  • Processed buy/sell equity, option and mutual fund transactions using National Financial clearing system.
  • Implemented buy and sale orders for NASDAQ and listed stock options for workforce of over 30 brokers.
  • Maintained system to track potential demand for FOREX economic indicators and their likely impact on the FX trading market.
  • Perform validation of assets and information gathering from the fund rep and fund managers.
  • Liaison with portfolio managers, investment research teams and fund managers as well as custodians.
  • Daily monitoring and investigation of cross trade triggers from Charles Rivers system and Russell investment trade portal.
  • Keep current on laws and regulations, particularly those promulgated by SEC(and other regulators and.
  • SROs such as CFTC and NFA) which may affect investment advisers, investment commodity pool.
  • Operators and mutual funds.

Junior Manager

AIG
Bengaluru
09.2014 - 02.2017
  • Trade transactions and settlement.
  • Analyzed and supported trading activities for an account.
  • Determined risk of purchase and/or sale of trade based on current market condition.
  • Client facing via phone and email communication to address pressing issues relating to client accounts and trade.
  • Collaborated with Goldman Sachs traders and trading desk to fix net income, interest and settlement date discrepancies.
  • Allocated bonds into funds or account for clients as well as custodians.
  • Updated client SSI's regarding internal accounts, bank ID, agent ID and clearing house.
  • Ensured that trade are booked on T+1 bases using hydra trade booking system.
  • Investigated the status of failed trades post settlement date in Corona systems.
  • And also, send DTC confirms to client from Corona.
  • Teamed up with client implementation team to open new accounts for both existing clients and newly on boarded clients.
  • Used alert IAM system to determine accounts that are already setup for fund allocation.
  • Obtained trade allocations from trade web, Oasys system, and MarketAxess.
  • Used matching platforms such as CTM to allege trades.
  • Ensured that trades are cleared with the right clearing agent such as DTC, EC, and Fedwire or Bony.
  • Handling escalations, queries and other issues related to trade confirms.
  • Taking weekly and monthly team meetings, participating in process development regarding trade stepping through processes.
  • Liaising between trading desk, reconciliation and control group and counter parties to resolve any economic discrepancies on trade in timely, efficient manner e.g.
  • Corporate actions and changes in beneficial owners.
  • Communicate with internal teams, custodians and client support teams on various issues regarding trade allocation and settlement.
  • Ensure trade life cycling and corporate actions events are performed in accordance with Goldman Sachs internal compliance procedure.
  • Scheduled cross-team meetings, facilitated planning, note-taking and status updates for project execution.
  • Supported management protocols, decisions and plans within company structure, atmosphere and culture.
  • Communicated schedule changes, escalated unplanned issues and recorded issue resolution for future reference and project learning.
  • Provided ongoing project status reports and development updates to stakeholders to create accountability and ownership within team.
  • Engaged with key stakeholders and partners on needs and initiated efforts to define and document requirements.
  • Performed basic clerical duties, set up meetings and assisted with budgeting reports.
  • Reported project results to senior project manager.
  • Managed resource bandwidth and forecasted resource allocations.
  • Made hiring recommendations to increase company's productivity and profitability with quality workers.
  • Developed strategy to increase sales and drive profits.
  • Coordinated product deployments and launches and scheduling and execution management for seamless implementation.
  • Monitored project progress to keep tasks on track and meet deadlines.
  • Fostered cross-office communication to support information flow across departments.

Operation Associate

State Street
Bengaluru
10.2012 - 08.2014
  • Trade position monitoring and reporting based on T-plus basis.
  • In-depth Knowledge in 13G year-end filing for over 100 issuers and daily trigger monitoring.
  • CFTC large trader daily and quarterly reconciliation procedures.
  • Broad Based Index Option daily monitoring and reporting.
  • Advanced knowledge in position confirmation for various OTC Contracts as well as American and European options.
  • Daily monitoring and reporting of bank and financial holding institution thresholds.
  • Researching of ETF's for classification purposes and Pre-ETF restriction monitoring.
  • Beneficial ownership calculations using data from the Beneficial Ownership System (BOS).
  • Adequate knowledge on sourcing data from COBRA,BOS,EMMA,SEC,IFM,BLOOMBERG,REUTERS and other exchanges like NFX,NODAL,CME,ICE-US,ICE-EU,CBOT.
  • Adept understanding of daily workflow routines using Ops desktop and tempo.
  • Project implementation and execution.
  • Daily global phone conferencing with our partner reg.
  • Ops team in Bangalore, India regarding function implementation and data batch availability regarding our Americas functions.
  • Regular contact with both internal and external regulators, compliance and legal team regarding our functions.
  • Raising PDQ tickets when anomalies arise in my daily functions.
  • Maintained and prioritized to-do-list and followed up to complete tasks on-time.
  • Executed and maintained quality control processes to meet criteria and standards and increase customer satisfaction.
  • Communicated with internal personnel to provide status updates for both shipping and receiving dates.
  • Collaborated with other departments to establish smooth implementation of operational processes and procedures.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Planned and coordinated logistics and materials for board meetings, committee meetings and staff events.

Analyst

ISG Novasoft Technologies
Bengaluru
11.2011 - 10.2012
  • Managed all research materials and logs.
  • Created spreadsheet using excel and used MS word for graphical representation of information.
  • Conducted academic related surveys.
  • Assisted faculty members with business literatures reviews.
  • Performed a variety of administrative tasks including preparation of power point presentations, data entry and analysis.
  • Conducted regression analysis related to the effects of option trading on security prices and trends of higher and lower yield stocks using data from think or swim trading platform.
  • Used v-look up to locate data and information regarding our research topics.
  • Participated in the 2016 think or swim trading competition, which includes analyzing stocks and the S&P 500.
  • Analyze stocks and bonds for educational and simulation purposes as instructed by my supervisor.
  • Facilitated a short-term project relating to the financial markets and the emergence of digital currencies in the banking sector.
  • The topic focused more on legislation from SEC.
  • Collaborated with faculty to establish research resources for their course-specific projects.
  • Managed student testing center and administer test and surveys.
  • Assisted professor with grading undergrads assignments.
  • Developed standard metadata schema to record historically significant images and design files.
  • Researched and adopted new technologies to add value to existing offerings.
  • Validated results and performed quality assurance to assess accuracy of data.
  • Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
  • Guided acquisition process to capture projected cost and revenue synergies and move combined organization forward.
  • Conducted workplace compliance training to reduce liability risks and operate effectively.
  • Enhanced interfaces to promote better functionality for users.
  • Conducted system analysis and implementation to maintain and improve computer systems.
  • Recommended process improvements to continually identify, analyze and fix constraints and challenges.
  • Identified and resolved problems through root cause analysis and research.
  • Identified clear connections between policies and business results to eliminate or reduce confusion and help employees achieve goals.
  • Generated reports detailing findings and recommendations.

Education

Master Of Business Administration - Finance

Institute of Business Management & Research
Bengaluru
06.2011

Bachelor of Business Management

Bangalore University
Bengaluru
06.2009

Skills

  • Financial Statement Preparation and analysis (Income statement, balance sheet and cash flow)
  • Ability to conduct statistical and computing analysis using Minitab software and excel
  • Adept knowledge of MS Office (word, excel, outlook and power point)
  • Proficient in the usage of SPSS
  • Superb skill in using vlook-up in excels
  • Revenue forecasting using Minitab
  • Process development
  • Administrative Processes
  • Quantitative analysis
  • Bank monitoring Reporting
  • BLOOMBERG terminal operations
  • Bonds Research
  • Risk management
  • Usage of SPSS
  • Data entry
  • Meticulous record keeping
  • Ops Workflow
  • Forecasting of sales
  • FOREX analysis and trading
  • Usage of Minitab software for forecasting
  • Presentation preparation
  • LifeCycle Management
  • Technical analysis
  • Academic, Financial, Process development, Technical analysis
  • Administrative, Forecasting, Processes, Phone
  • Backup, FOREX, Producing, Validation
  • Balance sheet, Funds, Quantitative analysis, Workflow
  • Banking, Legal, Record keeping, Year-end
  • BLOOMBERG, Market research, Reporting
  • Bonds, Market, Researching
  • Cash flow, Materials, Research
  • Contracts, Meetings, REUTERS
  • Clients, Excel, Risk management
  • Client, MS Office, Sales
  • Client support, Outlook, Simulation
  • Data entry, Power point, Spreadsheet
  • Email, MS word, SPSS
  • Equity, Word, SSI
  • Fedwire, Minitab, Supervisor
  • Filing, Presentations, Swaps
  • Social Perceptiveness
  • Impact Investing
  • Data and Analytics

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Agile Certification, Company Name -TCS
  • Advance Excel certification , Company Name -TCS

Languages

English
Advanced (C1)
French
Beginner (A1)
Kannada
Bilingual or Proficient (C2)
Tamil
Upper intermediate (B2)
Telugu
Advanced (C1)
Hindi
Intermediate (B1)

Timeline

Business Process Lead

Tata Consultancy Services
07.2017 - Current

Junior Manager

AIG
09.2014 - 02.2017

Operation Associate

State Street
10.2012 - 08.2014

Analyst

ISG Novasoft Technologies
11.2011 - 10.2012

Master Of Business Administration - Finance

Institute of Business Management & Research

Bachelor of Business Management

Bangalore University

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Satya Narayana V