Swathi Krishna

• Loan Servicing & Operations managed syndicated and bilateral loan portfolios across EMEA & the Americas. Expertly handled critical lifecycle events, including interest calculations, drawdowns, rollovers, and contract maturities.
• Real Estate Invoicing Oversight & Approvals of all operational payments—asset funding, debt management, and tax payments for Americas real estate assets
• Strengthened controls through diligent verification, streamlined wire instruction workflows & served as a primary liaison between Ops & Treasury to synchronize understanding of intricate payment protocols. Achieved an 85% first-pass accuracy rate for wire instruction authentication by YE 2025

• Global Operations: Oversee the Payables vertical across Asia, EMEA, and the US, managing MiFID II compliance, third-party vendor relationships, and complex research service payments.
• Process Automation: Partnered with the Business Intelligence team to architect an Alteryx workflow for MiFID invoice processing, resulting in savings of 30 hours per month.
• Adaptive Leadership: Manage high-sensitivity client requests and nuanced payment scenarios, ensuring accuracy under tight regulatory frameworks.

Reconciliations & Payables | Research Services

• System Transformation: Led the migration of legacy research systems to a WebUI platform with a 90% success rate, significantly enhancing user interface functionality and operational uptime.
• Risk & Regulatory Compliance: Leveraged expertise in Client Money and CASS regulations to transition processes in-house, achieving 95% risk reduction and establishing end-to-end visibility and control.
• Backlog Resolution: Investigated and resolved complex reconciliation backlogs at the client level, implementing permanent fixes to minimize system downtime.

• Operational Oversight: Managed daily exception monitoring and root-cause analysis for settlement breaks; collaborated with regional teams to resolve aged exceptions.
• Regulatory SME: Managed liquidity of the firm; client money process.
• System Rationalization: Architected the decommissioning of legacy systems for exception monitoring by enhancing modern interfaces, resulting in significant cost savings, low manual touch points, and streamlined user functionality.
• Process Optimization: Conducted in-depth audits of redundant policies; collaborated with Technology and Middle Office stakeholders to decommission outdated procedures, following rigorous management sign-offs.

Foundational Learning: Maximized a brief internship tenure by immersing myself in data research and reporting, and learning to navigate complex problems through team collaboration.