Shenbaga Chitra Kannan
Chennai
Summary
Dynamic professional with extensive experience at StateStreet Services, excelling in market risk analysis and team leadership. Proven track record in optimizing performance and enhancing operational efficiency. Proficient in SQL and adept at conflict resolution, driving successful outcomes in high-pressure environments. Recognized for delivering exceptional client service and managing complex reconciliations effectively.
Overview
15
15
years of professional experience
Work History
Assistant Manager - Middle Office/ Market Risk & Risk Analytics
StateStreet Services
05.2018 - Current
- Inspired team members to achieve optimal performance and productivity.
- Trained the team on equity and fixed income product operations in capital market, including trade settlement, coupon pay down, dividends, cash flow and corporate actions.
- Resolved conflicts between team members in an effective manner.
- Maintained up-to-date knowledge of company products and services.
- Managed customer service inquires and complaints in a timely manner.
- Supervised daily operations including scheduling shits, assigned duties.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Collaborated with management on developing strategic plans for achieving business goals.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Analyzed individual performances, motivating underperformers through targeted workshops.
- Reconciling the NPV movements against the market value and validating based on the information's from the data providers.
- Verifying the breaches in VaR limits based on aggregations like Security level, Function level, and Portfolio level and need to check the VaR contribution based on Risk Factors.
- Updating the changes in risk factors that affect VaR limits like Spread value and Price.
- Ensure uploading proxy method for the curves failing in scenario testing and stress testing.
- Using SQL queries to interact with the risk databases and retrieve information to verify with the data provided from the Bloomberg and Reuters.
- Reaching out Data Management team for mismatch of information from various sources like Bloomberg and Reuters.
- Handling 15 members team, conducting the team huddle and plan the activities to finish by end of the day.
- Help the management to handle the spike days.
- Working experience in basic SQL and python mapping.
- Actively participated in the hiring program and hired people in the Operational round.
Specialist - Fund & Fee Change
Great-West Global
05.2017 - 05.2018
- Taking care of fund and fee changes activity on a client basis. Also coordinating with the process of creating and sending the participants communication regarding fund and fee changes.
- Getting in touch with fund houses and Client Service Managers (CSM's) to make sure smooth flow of fund changes activity in terms of getting amendments, agreements and also quotations regarding the fund changes.
- We deal with different asset categories to offer client as a part of managed accounts services apart from the record keeping of retirement business.
- Assisting clients to move from one product or platform to other product or platform.
- Work included Calculation, Evaluation & Managing Retirement benefit programs.
- Involved in reviewing the data using the valuation software & prepare liability and associated reports.
- Work with supervising actuary on pension benefit calculation.
- The position will also entail cost management and financial reporting aspects of retirement.
- Preparing invoices for services provided to the client on a monthly basis and circulating the invoices to the clients on time to receive the payments on time.
- Calculating retirement benefits for the U.S clients.
- Ensure that processing meets Productivity, Timeliness and Quality.
- Effective communication with clients through E-mails, conference calls.
- Involved in Employee Resolution (ER) process where we deal all type of queries and provide resolution to the participant.
- Responsible to support to any inquiries & issues from the client.
- Received SPOT AWARD for the best performance Fidelity Investments, Bangalore.
Specialist - DB Calculation
Fidelity Business Service Private Limited
01.2013 - 09.2016
- Managed calculation, evaluation, and administration of retirement benefit programs.
- Reviewed data using valuation software to prepare liability reports.
- Collaborated with supervising actuary on pension benefit calculations.
- Handled cost management and financial reporting for retirement programs.
- Prepared and circulated monthly invoices to clients to ensure timely payments.
- Calculated retirement benefits for U.S. clients while ensuring accuracy.
- Maintained productivity, timeliness, and quality in processing tasks.
- Facilitated effective communication with clients through emails and conference calls.
Process Associate - Income Tax Department - Refund
Infosys BPO Limited
10.2010 - 12.2012
- ITD-CPC is an 'Income Tax Department - Centralized Processing Center' which is ITR (online and manual) processing Centre where in Tax returns from all over India are processed in fully automated System. The main purpose of this project is to reduce the interest on Refund.
- Understanding the business requirements & work on Refund Analysis.
- Updating address and Bank details of customers and initiating the Refund.
- Quality check for the data entry.
- Resolving customer queries & Technical flag off's.
- Preparing MIS Reports.
- Done Smog Testing for Refund Re-Issue in E-Filing Website.
Education
MBA - Banking and Finance
Alagappa University
09.2016
B.Com - CA
Alagappa University
Skills
- Capital market products
- Middle office reconciliations
- Market risk analysis
- Risk analytics methods
- Reconciliation processes
- 401K benefits administration
- Management information systems reporting
- Microsoft Office suite
- SQL database management
- Python programming
Languages
- English
- Tamil
Personal Information
- Date of Birth: 04/10/90
- Marital Status: Married
Timeline
Assistant Manager - Middle Office/ Market Risk & Risk Analytics
StateStreet Services
05.2018 - Current
Specialist - Fund & Fee Change
Great-West Global
05.2017 - 05.2018
Specialist - DB Calculation
Fidelity Business Service Private Limited
01.2013 - 09.2016
Process Associate - Income Tax Department - Refund
Infosys BPO Limited
10.2010 - 12.2012
MBA - Banking and Finance
Alagappa University
B.Com - CA
Alagappa University