Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic
Srikanth Rayipati

Srikanth Rayipati

Financial Services Professional, CMT level 3 Cleared (Chartered Market Technician)
Chennai

Summary

Experienced financial services professional with a strong background in developing tailored financial strategies and providing insightful advice to clients. Skilled in risk assessment, investment planning, and technical analysis. Strong focus on team collaboration, adaptable to changing market conditions, and reliable in delivering results. Proficient in technical analysis research of financial markets , and trend analysis.

Overview

13
13
years of professional experience
4
4
years of post-secondary education
3
3
Certifications

Work History

Assistant Manager

Intertrust Group NV
06.2022 - 04.2024
  • Assisted in Implementation of a Project, related to a Multi-Billion Dollar Hedge Fund Client, where client Position and Cash Reconciliation activity currently performed on a Third Party Tool on the Client network is to be set up on an Inhouse Intertrust NV Reconciliation tool and network
  • Key challenges that i handled are ensuring feed checks on the parallel run testing for the Reconciliation on the House tool as well as the exception management
  • Other major areas that I looked at are the mapping of the custodian accounts to the Internal mapping codes
  • Setting up Batch run for all Prime Broker files on the FTP vs Source Client files on the Scheduler in order to efficiently run the STP activity

Associate

NatWest Markets PLC
08.2015 - 06.2022
  • Responsible for House Trade/Position & Finance Reconciliation of NatWest Market Proprietary Futures Trades
  • Accountable for ensuring all margin funding activities are done for House trades and Margin excesses /shortfall on Exchanges are funded/taken in
  • Lead in carrying out Balance sheet verification at the month end for all House Trader books and identifying breaks caused due to expiries or other Product control posting including incorrect journal postings
  • I have carried out quarterly process risk assessment of the futures process Trade /Positions & Finance reconciliations usually called as the Internal Audits by the Risk & Control Unit
  • Similarly, I have carried out the same activity during the year end for External Auditors E&Y
  • Been an integral part of the Global Futures Project team and carried out Migration of the Futures Business from NatWest Markets to BNP Paribas as a result of Business Strategy
  • Also, I hold experience in the same company with Electronic Brokerage Unit, accountable for Payments/Receipts of Execution and Clearing fees settlement on the FIA platform Atlantis
  • Carried out transition of legacy FIA system E-GAINS to Atlantis for NatWest Markets

Senior Process Executive

Cognizant Technology Solutions
06.2014 - 07.2015
  • As a Senior Process Executive my key role & responsibility was to process Brokerage Invoices for Payments/Receipts for Client UBS (Swiss Bank) on the FIA electronic platform E-GAINS
  • Key daily task was to liase with client charging team, Brokers, Trade OPS team to ensure Exceptions raised were resolved within the given ETA

Junior Research Analyst

Karvy Stock Broking Limited
05.2013 - 06.2014
  • As a Junior Technical Research Analyst my responsibilities were to research the Indian National Rupee movements based on technical factors and publish reports to clients of the company with Buy/Sell Recommendations

Equity Advisor

Kotak Securities Limited
05.2011 - 07.2012
  • As an equity advisor my responsibilities were to advise clients of Kotak Securities Limited on the stock /futures recommendations
  • Primary target was to generate Brokerage on client transactions on Cash/Derivatives segment of the Domestic Markets NSE/BSE and ensure maintaining client relationship to further goals of Business development

Education

Bachelors in Engineering -

JNTU
06.2004 - 11.2008

HSC - undefined

Modern College

SSC - undefined

Apeejay School

Skills

  • MS Advanced Excel
  • Technical Analysis
  • Equity Markets

Websites

Certification

CMT Level 3, Cleared

Timeline

Assistant Manager

Intertrust Group NV
06.2022 - 04.2024

Associate

NatWest Markets PLC
08.2015 - 06.2022

Senior Process Executive

Cognizant Technology Solutions
06.2014 - 07.2015

Junior Research Analyst

Karvy Stock Broking Limited
05.2013 - 06.2014

Equity Advisor

Kotak Securities Limited
05.2011 - 07.2012

Bachelors in Engineering -

JNTU
06.2004 - 11.2008

HSC - undefined

Modern College

SSC - undefined

Apeejay School

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Srikanth RayipatiFinancial Services Professional, CMT level 3 Cleared (Chartered Market Technician)