Shravan Dendi
Hyderabad
Summary
To be a motivated and consistent financial analyst exploring my expertise in the field of Investment Banking, Financial Research and Automation Projects.
Overview
12
12
years of professional experience
Work History
Manager
State Street
04.2022 - Current
- Handling OTC Collateral Management activities in middle office to cover collateral and original trade settlements.
- Handling a team of Six members and Undergoing with the transition of new Collateral Manager and other tasks.
- Undergone with the transition of Collateral Operations includes Billing, New Fund Longboxes and Onboarding Tasks from M&G Investments.
- Acting as a first point of contact between offshore team and front office teams on any issues, escalations, new tasks and migrations.
- Have prepared an Excel VBA Macro to automate the reports internally and externally to reduce the risk and manual efforts and saved 2 hours in a day.
- Designed and developed comprehensive MIS reports using Excel and Power BI to provide actionable insights for decision-making.
- Managed client relationships to ensure satisfaction and retention.
- Oversaw project implementation, coordinating between departments for seamless execution.
- Analyzed performance metrics to identify areas for process improvement.
- Facilitated regular meetings to align team goals with company objectives.
- Implemented new strategies to optimize resource allocation and reduce costs.
- Coached, mentored and trained team members in order to improve their job performance.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Created monthly reports for senior management summarizing operational performance metrics.
- Designed automated systems to enhance production efficiency and reduce downtime.
- Implemented best practices for safety compliance in automation processes.
- Debugged failed automated tests by analyzing log files and identifying root causes.
- Provided technical support to other teams regarding the use of automated testing tools.
Team Leader
Cognizant
05.2016 - 04.2022
- Company Overview: UBS investment banking process
- Worked for UBS investment banking process as a Team Lead and managed a team of 4 members.
- Handled OTC Collateral Margins Process and SBL (Stock Borrowing & Lending) activities includes Collateral Margins, Trade Support, Contract Compare and Billing process.
- Handled collateral activities with the clients through Triparty agents and Bilaterally on a daily basis, Billing agreements on monthly basis.
- Efficient utilization of collateral requirements between clients, house accounts and Triparty agents.
- Effectively monitoring of haircuts and Pricing of Collaterals and Margins on Loans.
- Ensuring any discrepancies in balances between the clients and internal booking system are quickly identified through reconciliation (i.e., Contract Compare between the books using Excel, Pirum, Equilend, Trioptima & Acadia platforms) and resolved.
- Timely escalation to the Middle Office or Front Office to resolve economic or noneconomic discrepancies and working closely with Traders to resolve risk and P & L issues.
- Ensuring Funding in multiple currencies for the customer segregated accounts and house accounts are correctly funded within respective currency deadlines.
- Working under increasingly time sensitive deadlines, i.e. Market Open & Close (DTC, Switz, and ECL) market changes and with several internal systems.
- UBS investment banking process
- Migrations: Undergone 3 migrations i.e Triparty and Bilateral process of SBL Margins from Zurich, also the agreements on Cash books with the client.
- Transitions: Undergone with the transition of SBL BILLING process at Goldman Sachs (Cognizant client) Mumbai for Eight months and received appreciation from Goldman Sachs Onshore Management.
- Expertise in RQV Agreements, collateral coverage with the clients and Triparty agents, Breaks finding through reconciliation.
- Taken responsibility to train new members (12) in the team on all activities of SBL and OTC margins process.
- Advised on automation of process activities to management and Onshore team on deduction of 0.5 FTE using VBA EXCEL and it was successfully completed and received several appreciations from Onshore management.
Research Analyst
S & P Global
01.2014 - 12.2016
- Supported for S&P Capital IQ in Mergers and Acquisitions process as research associate for 2 years.
- Handled financial statement research activities and helped in research of Mergers and Acquisitions activities.
- Having good knowledge and skills in identifying the breaks on an Annual or any press release documents from Client companies.
- Advised on automation to the management in using the applications and Excel shortcut developments and reduced 1.75 FTE and received appreciation from the management.
Education
Master of Business Administration - Finance
Nizam College- Osmania University
HYD01.2013
Awards
- Received UBS THANK YOU Award, Cognizant UNICORN and Spotlight monthly awards for eight times in terms of delivering high quality work and FTE deduction in CTS.
- Certification on Capital Markets and Derivatives from NSE through NCFM Certifications.
- Certification from National Small Industry Corporation ltd (NSIC).
- Co-ordination of college events (like Seminars, Financial management meets, ABHIJAY meets 2012 & 13).
Key Skillsets
- Investment Banking: Stock Borrowing and Lending (SBL Margins Collateral Management, Trade Support, Contract Compare and Billings), OTC Margins and Risk Management.
- An effective communicator with excellent relationship & Team management skills.
- A strategic thinker and observer possessing problem solving, planning, communication and client servicing skills.
- Proficient in Excel VBA and Dashboard Reporting, Power BI and MIS Reports.
Personal Information
- Father's Name: Ramchandra Reddy D
- Notice Period: Two Months from the date of resignation.
- Gender: Male
Place
Hyderabad, Telangana
Languages
English
First Language
Hindi
Proficient
C2
Telugu
Proficient
C2
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge and belief.
Timeline
Manager
State Street
04.2022 - Current
Team Leader
Cognizant
05.2016 - 04.2022
Research Analyst
S & P Global
01.2014 - 12.2016
Master of Business Administration - Finance
Nizam College- Osmania University