Summary
Overview
Work History
Education
Skills
Disclaimer
Timeline
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Vijay A

Summary

To enhance my ideas and thoughts, I need a platform to face challenging positions, seeking a responsible I want a job in an organization with an opportunity to use my educational skills and working experience for professional challenges in the best way.

Having 3.5+ years of experience in investment banking - transfer of funds, positions, and team management in a US-based capital domain process. Consistently achieving SLA (Service level agreement) target keeping client satisfaction as a primary objective.

Overview

1
1
year of professional experience

Work History

Associate 2

State Street
10.2021
  • Syndication of Large Corporate Loan Services
  • Payment to different banks via the VMW application
  • Foreign payment processing of wire through PSAR application
  • The Credit Services is responsible for the end-to-end processing of loans related to trade where we used to process and settle trade on WSO as well as MCH application
  • Provide services for secondary loan trades related to Corporate Credits
  • Processing all communications from Agent Bank relating to pay-downs, Borrowing, Rate sets, and corporate events on the Wall Street Office as a loan servicing event
  • Handling USD/US Loans and FX EMEA (i.e., EUR, GBP, CAD, AUD) Loan portfolio
  • We offer loans to Large Corporate customers in syndication
  • Processing trade settlements in WSO and MCH (Multi Currency Horizon as Pending trades, buy and sell settlements, and Fee booking on trades
  • Maintaining the daily reports related to the payment of wire which were sent out daily with the DDA balance differences on WSO with MCH
  • Transfer money between the accounts (Online Memo Post) of different portfolios
  • Making calls & following up with the participating banks for their share of funds
  • Processing the outgoing wire on the VMW application for portfolios
  • Doing research and investigating the daily Incoming wires and CREU (Cash Breaks)
  • Checklists are prepared on a timely basis
  • Generate various end-of-the-day reports to the investment manager as per the daily trading and servicing activities under the portfolios.

Transaction processing Quality officer (Level 11)

Mphasis Pvt ltd
06.2020 - 10.2021
  • Working as an Investment Analyst based on Customer Queries
  • Reviewing requests and instructions from investment adviser clients
  • Validation of Documents provided by client
  • Dealing with account maintenance requests as per client and IA instructions
  • Interacting with clients based on their requirements as well as linking the Investment Adviser from the account and linking new adviser as per client request is called moving master request
  • In check and Journals request we are closing the account as per client request
  • Address change request as per client request
  • Adding beneficiary to the account as per client instructions
  • Maintaining client personal accounts, Individual retirement accounts as well as Partnership/Business accounts
  • The account updated like we are getting multiple scanned applications for the client request based on that we are Adding viewer, Power of attorney, check request, and Beneficiary.

Education

A V M

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VIJETHA JUNIOR COLLEGE

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DAYANANDA SAGAR COLLEGE

Skills

Good team player and quick learner

Self-motivation

Willingness to learn

Disclaimer

I hereby declare that the particulars furnished above are true, correct, and complete to the best of my knowledge and belief.

Timeline

Associate 2

State Street
10.2021

Transaction processing Quality officer (Level 11)

Mphasis Pvt ltd
06.2020 - 10.2021

A V M

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VIJETHA JUNIOR COLLEGE

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DAYANANDA SAGAR COLLEGE

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