Srinivasulu Salijamula
Senior Recon Analyst
Hyderabad,TG
Summary
Operations professional coordinating reconciliation work, exception handling, and control checks across capital markets processing. Partners with custodians, internal teams, and counterparties to clear aged items, validate settlements, and keep BAU activity moving smoothly. Produces reporting and audit evidence while supporting training and process stabilization.
Overview
2
2
Certifications
8
8
years of professional experience
Work History
Senior Process Analyst
Broadridge Financial Solutions
09.2024 - Current
- Maintain 100% SLA compliance while resolving transaction matching exceptions, cash breaks, and settlement discrepancies.
- Process 100+ reconciliation items daily across cash, securities, fixed income, Nostro, stock record, and RD breaks.
- Investigate aged, high-priority exceptions by reviewing trade details, security identifiers, settlement records, FX rates, and counterparty data.
- Drive break closure through root-cause analysis, stakeholder coordination, correction, validation, and follow-up across internal teams and counterparties.
- Support fixed income and securities operations through trade validation, settlement monitoring, exception management, and control checks.
- Prepare daily reconciliation reports, MIS, exception summaries, and audit evidence to keep documentation accurate and review-ready.
- Use Intellimatch, MÖBIUS, ADP, DTCC, HSBC Net, BNY Platform, and Advanced Excel to support reconciliation, reporting, and migration stabilization.
Wealth Management Analyst
HSBC
02.2022 - 09.2024
- Improved turnaround by 25% through process optimization and manual workflow automation.
- Managed asset transfers for high-net-worth clients, coordinating timely movement and account accuracy.
- Maintained portfolio records and updates, keeping client accounts current across routine changes.
- Administered insurance service requests, resolving documentation and processing needs for clients.
- Resolved WMO Help Desk escalations with accurate issue handling and client-focused communication.
- Conducted structured training sessions to improve team versatility and productivity.
- Streamlined recurring tasks using Advanced Excel and AI tools to support workflow efficiency.
Process Analyst (Corporate Actions Team)
Broadridge Financial Solutions
08.2018 - 01.2022
- Completed 100% entitlement checks through validation and exception review for corporate action processing.
- Processed 20+ corporate action events weekly across dividends, mergers, rights issues, and stock splits.
- Performed event validation, entitlement analysis, and exception handling to support accurate corporate action processing.
- Applied root-cause analysis and corrective actions to resolve processing breaks and strengthen operational controls.
- Generated audit reports and compliance dashboards to support regulatory review and risk mitigation initiatives.
- Supported custody operations by translating transaction outcomes into clear stakeholder updates and follow-up actions.
- Used Advanced Excel to organize reconciliation data and streamline reporting for corporate action workflows.
Education
Master of Business Administration - undefined
University of Mysore
01.2018
Bachelor of Commerce - undefined
Acharya Nagarjuna University
01.2016
Board of Intermediate - undefined
Sri Chaitanya College
Visakhapatnam01.2013
Matriculation - undefined
Kendriya Vidyalaya
Mumbai01.2011
Skills
Capital Markets Operations Investment Banking Securities Operations
Cash Reconciliation, Securities Reconciliation, Fixed Income Reconciliation, Nostro Reconciliation, Stock Record, RD Reconciliation
Trade Matching Trade Settlement Break Management Exception Handling
Root Cause Analysis Custody Operations Operational Risk & Controls
SLA / KPI Management MIS & Reporting Stakeholder Management
Corporate Actions
Tools: Intellimatch (I-Match), MÖBIUS (ASG), ADP (BPS), DTCC, HSBC Net, BNY Platform
Advanced Excel (VLOOKUP, Pivot Tables, SUMIFS), PowerPoint, MS Office
AI Tools for automation and process optimization
Accomplishments
- Star Performer of the Year – 2025
- Best Team Award Recipient
- Roll of Honour & Top Performance Awards (Broadridge, 2018–2022)
- SUPERSTAR of the Quarter – Q2 2022 (HSBC)
- Customer Excellence Award – Q1 2023 (HSBC)
- Onboarded and stabilized Capital Markets reconciliation process within 2 months
- Completed 90+ hours of LinkedIn Learning for skill enhancement
- Trained 10+ new hires and led cross-functional upskilling programs
- Man of the Tournament – Corporate Cricket League, 2018–19
Certification
Post Graduate Program in Business Management (PGPBM)
Personal Information
Availability: Notice Period: 2 months
Timeline
Senior Process Analyst
Broadridge Financial Solutions
09.2024 - Current
Wealth Management Analyst
HSBC
02.2022 - 09.2024
Process Analyst (Corporate Actions Team)
Broadridge Financial Solutions
08.2018 - 01.2022
Matriculation - undefined
Kendriya Vidyalaya
Board of Intermediate - undefined
Sri Chaitanya College
Bachelor of Commerce - undefined
Acharya Nagarjuna University
Master of Business Administration - undefined
University of Mysore