Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Accomplishments
Languages
Affiliations
Timeline
Generic
TEJAS SUDESH

TEJAS SUDESH

Bangalore

Summary

Experienced Senior Consultant at Northern Trust, with expertise in trade confirmation, settlements, and client onboarding. Proven track record in project management and risk controls, enhancing operational efficiency. Strong leadership skills complemented by proficiency in SWIFT payments and foreign exchange, driving successful outcomes and fostering collaboration across teams.

Overview

12
12
years of professional experience

Work History

Senior Consultant

Northern Trust
04.2016 - Current
  • In this role, ensure the accurate confirmation and settlement of financial transactions, including equities, bonds, CD, CP and REPO. Responsibilities often include liaising with counterparties, reconciling discrepancies, monitoring trade discrepancies, and ensuring regulatory compliance to prevent failures in the settlement process.
  • Foreign exchange transactions: Ensuring that FX trades are confirmed and settled efficiently. It involves coordinating with banks, clients, and internal teams to verify trade details, manage currency cut-offs, and handle discrepancies, worked on Gross, Netting and Payment instructions which include MT202/210/299/199/999/103.
  • Client onboarding: Facilitates the setup of new clients across the application in order to enable clients to perform trading actively, which involves account setups, SSI setup on the internal system, Alert GCD setup, CMS setups, CTM tolerance, and backend logic as per client requirements (testing exceptions, market charges setup, and Swift inbound rules).
  • Project management: Working closely with the entire team to complete testing in the UAT region, preparing the test pack, and providing an overview of development to all team members, along with our onshore team. Successfully completed multiple projects (Multiple STP initiative, Settlement SWIFT inbound message, Sanctions Project, Murex).
  • Collaborated with cross-functional teams to streamline processes and enhance service delivery.
  • Developed comprehensive reports detailing findings and strategic recommendations for clients.
  • Established strong working relationships with both internal teams as well as external vendors and clients.
  • Provided strategic guidance to clients on best practices for business operations.
  • Also working with the team in updating DPADs as part of the yearly sign-off, actively working on quarterly audit requirements, and providing effective training to all the team members on new activities.
  • As a people manager, I conducted multiple process training sessions, allocated activities, and worked with the team to ensure daily SLAs are met without any delays.
  • Developed training materials and conducted trainings for staff members on new technologies or processes.

Process Analyst

Deutsche Bank
09.2013 - 11.2015
  • Booking DRL internal trades for the stock movement on client trades
  • Ensuring the instructions are validated with respective agents to settle the trades in market on timely manner
  • Reconciliation of stock positions and ensure that ledger positions are matching with agents (through SWIFT confirmation received from agent)
  • Handling email queries, calls with agents, client’s exceptions and clearing agents.
  • Ensuring all the trades in FNP application are actioned accordingly and comments are updated, which provides clear track on action taken during the day.
  • Fails Management – Review of all the failing trades and take appropriate actions to ensure smooth settlements of trades to clear aged breaks.
  • Ensured to prepare instructions using Euclid/CREST application and manually releasing MT540/542/599 instructions to agent for settlements.
  • Ensuring all the DRL movement requests are completed and actioned.
  • Worked on MT540/541/542/543 manual instructions to settle the DRL movement in market.
  • Analyzed business processes to identify inefficiencies and recommend improvements.
  • Documented standard operating procedures for consistent execution across teams.

Education

B.com - Accounting and Finance

University of Mysore
Mysore
07-2013

Skills

  • Trade confirmation platforms - CTM, Mysis, Trade SERV, and Traiana
  • client onboarding
  • Projects and Scrum Master
  • Risk and controls management
  • Strong leadership skills
  • Proficiency with swift payments
  • Foreign exchange

Hobbies and Interests

Bike Riding, Watching movies, Listening to light Music

Accomplishments

  • Handled the settlement SWIFT message project and successfully completed it
  • Worked on the Trade Sanction Project and delivered effectively
  • Received multiple client appreciation for maintaining high standards of service quality
  • Awarded 'Top Performer' 2023 and 2024
  • Worked on other multiple STP projects to ensure the manual process is being eliminated

Languages

Kannada
First Language
Hindi
Advanced (C1)
C1
Telugu
Upper Intermediate (B2)
B2
English
Proficient (C2)
C2

Affiliations

  • Listening to music
  • Cooking
  • Driving

Timeline

Senior Consultant

Northern Trust
04.2016 - Current

Process Analyst

Deutsche Bank
09.2013 - 11.2015

B.com - Accounting and Finance

University of Mysore

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TEJAS SUDESH