SHWETHA ANANTH

Demonstrated subject matter expertise and transitioned from F&O reconciliation to EMEA reconciliation, acquiring proficiency in Prime Broker, Custody, and OTC Product Reconciliation.

Roles and responsibilities:

• Overseeing timely delivery of reconciliation reports by team to respective clients/stakeholders with accuracy.
• Managed a team of 5 professionals in the absence of lead to ensure operational efficiency and effectiveness.
• Responsible for timely responses to escalations, investigation, troubleshoot and all other requests from clients or RMs.
• Communicate actively with team along with upstream and downstream team to enable smooth workflow.
• Oversaw quality control to identify inconsistencies and malfunctions.
• Proficiently trained in OTC, Prime broker and custody product reconciliation to provide essential support during critical periods.

Achievements:

• Engaged in Tactical Troubleshooting to identify faults and showcased leadership abilities through providing guidance and support to colleagues in debugging issues.
• Provided support for a significant project involving the automation of reconciliation processes in the client dashboard which will enhance efficiency by 60%.
• Automation project would enhance accuracy and timely delivery of reports and saves up to 7 FTE in the team.
• Enhanced automation efficiency by identifying and resolving logic issues.
• Boosted efficiency by identifying and addressing issues related to daily deliverables, incorporating multiple checkpoints for error prevention.
• Collaborated with senior management to define project objectives, timelines and deliverables.
• Took charge of delivering rebalancing rec report as per client request and ensured team's timely delivery.

Roles and Responsibilities

• Handled reconciliation of F&O reports for leading hedge fund institutions.
• Create daily reports and RB reports by comparing discrepancies between Client and broker for investment insight.
• Involved in migration of work from Bangalore to Manila and Pune and helped partners to work on their own.
• Trained and empowered new hires to work autonomously.

Achievements

• Successfully tackled challenges related to mapping, scaling, and reporting issue to expedite reconciliations and improve overall time management within the team.
• Resolved multiple outstanding broken rec report that had been unresolved for a long time.
• Actively participated in Automation of rec reports from Manual to Macro in phase 1 and 2.
• Enhanced team efficiency through successful implementation and testing of macros, resulting in savings of 4-5 FTE.
• Delivered comprehensive, advanced training to team members and facilitated their transition from manual to automated reconciliation processes according to Onshore Team's training requirements.

Roles and responsibilities:

• Prioritized Client Requirements and ensured timely publication of reports.
• Conducted thorough analysis of Client and Broker Reports to identify key differences.
• Prepared and evaluated reconciliation reports for various clients, ensuring timely response to client queries.

Achievements:

• Received appreciations from onshore and clients for delivering accurate reports on time.
• Received multiple Spot Awards for exceptional performance.