Microsoft Office
Sushmitha M S
Bengaluru
Summary
Ambitious Financial Analyst well-versed in balancing priorities and meeting deadlines under pressure. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
Securities Operations Representative
Wells Fargo
05.2023 - Current
- Migrated the process from onshore in the stipulated period of time for Middle Office Account opening & Administration for the Trust side of the bank.
- Daily Account Opening and Administration of Separately Manager accounts (Sub Accounts) based on FA/ Branch requests.
- Reaching out/ Chasing the Money Managers for acceptance of accounts and trade related queries.
- Coordinating with the recon team to ensure that al the accounts opened are being setup for trade on the trading platform
- Preparation of SOP and control checks for the team.
- Assisted with testing of some process improvement ideas.
- Pithed in for proposing process improvements with the internal accounting platform to ensure daily activities are done with out redundancy.
- Supported in training of new team members in the process and also assist in any queries in the team and being an SME for the process.
Financial Analyst
Goldman Sachs (CBSI Pvt Ltd as payroll Company)
08.2021 - 02.2023
- Act as agent between bank and client.
- Consolidated and delivered various detailed reports such as Debt Domain report, EOD report, Reconciliation report.
- Manage Debt Domain access for all New Lenders/Sold out Lenders.
- Setting up payment instructions for all lender account using admin details available on clear par and MLR.
- Co-ordinate on all pending payments by raising tickets on name change, tax forms and ensure the call back is completed for swift payment.
- Ensure agent notices are delivered on time to lenders by setting up notice delivery instructions for all lender account before payment due date.
- Monitoring the mailboxes in terms of processing queries.
- Overview on review of trades captured in clear par and execution of all good to go trades.
- Reconciliation of trades between Assignment agreement and trades settled.
- Liaising with lenders on short position and requesting them for buy trades to push settlement.
Education
Bachelor of Engineering -
Coorg Institute of Technology
Kodagu, KA 06.2016 - 08.2020
Skills
Client Management
Software
MLR
Clear par
Debt domain
Account browser
SEI
APL
Accomplishments
- Received Managers spotlight award for team handling and handling the maximum volume.
- Prepared SOP for the process.
Timeline
Securities Operations Representative
Wells Fargo
05.2023 - Current
Financial Analyst
Goldman Sachs (CBSI Pvt Ltd as payroll Company)
08.2021 - 02.2023
Bachelor of Engineering -
Coorg Institute of Technology
06.2016 - 08.2020
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