VENKATESH LAKSHMINARAYANAN
Summary
Investment Banking Associate with 3 Years of Experience in Hedge Funds and Mutual Funds Operations involved
in FATCA&CRS Reporting and EMEA Transfer Agency.
Overview
3
3
years of professional experience
15
15
years of post-secondary education
Work History
Senior Associate
Central FATCA and CRS Team
01.2022 - Current
- Assist with on-boarding clients to FATCA and CRS capable systems
- Manage Client and Investor Queries in relation to FATCA/ CRS
- Assist Investor Services to implement changes in policy and procedure due to FATCA and CRS
- Responsible for Monitoring all Internal and External emails for FATCA Team Shared Mailbox
- Responsible for assigning tasks to associates and Managing day to day Workload
- Responsible for Training new team members and Handling all the queries
- Responsible for creating various Client and Management Reports
- Associate: Level 2 - Central FATCA and CRS Team
Associate
State Street
04.2021 - 12.2021
- UK Transfer Agency Dealing Team
BNY Mellon
10.2017 - 05.2019
- Processing trades including Subscription, Redemption, Transfer and Switch within the Valuation Point
- Indexing cases to appropriate queues
- Extracting Reports for Dealing Team such as KIID, Duplicates and FX
- Validating Trades within the Valuation Point
- Allocating cases to team members , servicing teams and ensuring the deals are closed before deadline
- Validating the reports and Currency rates on daily basis
Intern
Royal Enfield
06.2016 - 07.2016
Education
Master of Business Administration (M.B.A - Finance, Marketing
Anna University
01.2015 - 01.2017
Bachelor of Commerce - BCom - Commerce
Ramakrishna Mission Vivekananda College
01.2012 - 01.2015
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PRINCE MATRICULATION HIGHER SECONDARY SCHOOL
01.2002 - 01.2012
Skills
Microsoft Officeundefined
Additional Information
- Honors & Awards , Spot Award - BNY Mellon Feb 2018 Bravo - State Street Nov 2021 Venkatesh - page 2
Timeline
Senior Associate
Central FATCA and CRS Team
01.2022 - Current
Associate
State Street
04.2021 - 12.2021
BNY Mellon
10.2017 - 05.2019
Intern
Royal Enfield
06.2016 - 07.2016
Master of Business Administration (M.B.A - Finance, Marketing
Anna University
01.2015 - 01.2017
Bachelor of Commerce - BCom - Commerce
Ramakrishna Mission Vivekananda College
01.2012 - 01.2015
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PRINCE MATRICULATION HIGHER SECONDARY SCHOOL
01.2002 - 01.2012
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