Shakshi Solanki

• Act as a primary liaison between Portfolio Managers and leading brokers (Morgan Stanley, Goldman Sachs, UBS) to facilitate trade execution, post-trade processing, and discrepancy resolution for both electronically traded and paper-based financial products, including Interest Rate Swaps (IRS) and Foreign Exchange (FX).
• Oversee break resolution and discrepancy management , ensuring that all trades are cleared and reconciled within T+1 timelines to meet firm-wide operational goals and regulatory standards.
• Take ownership of trade booking and monitor the complete trade lifecycle, from execution through to settlement, ensuring all data is accurately captured in the system to prevent operational issues.
• Enhanced trade processing efficiency by streamlining workflows and implementing automation techniques .
• Work closely with internal teams (e.g., Risk Management , Compliance , and Operations ) to resolve any trade discrepancies and escalate issues promptly to maintain operational integrity.
• Foster strong relationships with broker teams to quickly resolve trade-related issues and ensure effective communication across trading, operations, and settlement functions.
• Participated in cross-functional projects aimed at improving overall middle office operations through enhanced processes, systems, or organizational structures.

FIXED INCOME - TRADE SUPPORT GROUP

• SME for T+ process & accountable for approving trade amends and bookings to mitigate financial and fraud risk to the firm.
• Bestowed with “Spot Awards” for outstanding performance and contribution to team.
• Provided supervision of fixed income cash trade support middle office functions – particularly in rates space covering products - Bonds and futures.
• Performed daily regulatory reports to provide accurate positions to various DMOs like UK, Ireland, Swiss.
• Worked with client teams & traders on settlement of trades by verifying various trade economics like Trade SSI & Net Amounts.
• Grasped knowledge training, compiled training plans & executed training in a short span of time during deployment of team from Glasgow to Bangalore & London.
• Monitoring critical Future Product position check on T0 into Front Office and BO system, performed take-downs on future maturity by booking adjustment trades on price confirmed by various exchanges.
• Arrange weekly risk management calls to discuss aged fails with stakeholders.
• Worked directly with IT teams and higher management to deliver on system reforms by identifying and developing effective system to process BaU – enabling FTE and time savings for team.

GLOBAL OPERATIONS POSITION CONTROL

• Performed daily T+1 account reconciliations as per procedures between Vertical Risk Systems and Sub-ledgers of Profit & Loss to external sources for products like Dividends,Repo,Bonds.
• Managed day-to-day operations for Quality Control & gained Expertise in break exceptions, resolution, journal posting, corporate actions .
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Developed procedures & created Macros by identifying existing control gaps in processes owned by teams across Mumbai and Bangalore and recommending solutions to bridge – increasing efficiency by 10%.

• Counseled students & parents one-on-one regarding current situation, desires, aptitudes, education and employment history to resolve conflicting educational priorities and issues.
• Helped increase admissions for Jain college by 10% in various specializations through successful guidance.
• Assisted students in building successful job search strategies.
• Kept detailed records of individual histories, scores and documents. Worked with team to continuously improve career and placement opportunities for students.
• Connected with business and recruiters to build relationships and increase opportunities for students.