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Sateesh Jorli

Analyst – Reference Data Management | Northern Trust | Ex-IndiaMart | MBA in Finance

Bengaluru

2+ years of work experience

Northern Trust
Jul 20251 yr 3 mosPresent

Bengaluru, Karnataka, India

• Managed reference data operations to ensure high accuracy and data integrity. • Oversaw Security Master enhancements and streamlined data workflows for counterparty and vendor setups and accounts. • Utilized Bloomberg and Reuters applications for proactive data management, Security setups and resolving discrepancies. • Governed relationships with market data vendors to optimize data availability and delivery. •Maintain static data and client setups, enforcing rigorous quality checks to eliminate operational friction and ensure up-to-date reference data. •Review SAS 70 reports to maintain strict risk controls •Participate in weekend application testing •Collaborate cross-functionally with global onshore teams and technology teams to identify, report, and rapidly resolve system data anomalies
IndiaMART InterMESH Limited
Jun 20241 yr 2 mosJul 2025

Bengaluru, Karnataka, India

-Initially started with new client acquisition and later managed a portfolio of 100 - 400 clients and generated repeated business from the clients. - Daily 4-5 in-person meetings (F2F) with clients. - Weekly and Monthly targets need to be achieved. - Building productive and professional relationships with clients - Accurately plan, forecast, and achieve revenue targets from the assigned set of clients - Maximize revenue by upseling higher value services and achieve monthly client retention and revenue targets - Systematic follow-up and time-bound closures. -And providing resolution of complaints and service-related issues
SIDALCEAS EduTech
Dec 20234 mosMar 2024

Remote

The Fern Hotels & Resorts
Nov 20234 mosFeb 2024

On-site

SIDALCEAS EduTech
Nov 20232 mosDec 2023

Remote

SIDALCEAS EduTech
Nov 20232 mosDec 2023

Education

KLS Institute of Management Education and Research

Master of Business Administration, Finance and Financial Management Services

KLS Institute of Management Education and Research

20231 yr2024

Bachelor of Commerce - BCom, Accounting and Finance

Rani Channamma University, Belagavi

20193 yrs2022

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Headline

Analyst – Reference Data Management | Northern Trust | Ex-IndiaMart | MBA in Finance

About

Currently serving as an Analyst at Northern Trust, contributing to reference data management and fund administration processes. Responsibilities include counterparty setups, derivative account mapping, and ensuring technical data integrity. Completed an MBA in Finance at KLS Institute of Management Education and Research, with a focus on financial management and global asset servicing. Passionate about supporting operational excellence and exploring opportunities in international financial markets.

Location

Bengaluru

Work experience

Analyst at Northern Trust, Jul 2025 - Present · 1 yr 3 mos, Bengaluru, Karnataka, India, • Managed reference data operations to ensure high accuracy and data integrity. • Oversaw Security Master enhancements and streamlined data workflows for counterparty and vendor setups and accounts. • Utilized Bloomberg and Reuters applications for proactive data management, Security setups and resolving discrepancies. • Governed relationships with market data vendors to optimize data availability and delivery. •Maintain static data and client setups, enforcing rigorous quality checks to eliminate operational friction and ensure up-to-date reference data. •Review SAS 70 reports to maintain strict risk controls •Participate in weekend application testing •Collaborate cross-functionally with global onshore teams and technology teams to identify, report, and rapidly resolve system data anomalies

Client Acquisition Executive at IndiaMART InterMESH Limited, Jun 2024 - Jul 2025 · 1 yr 2 mos, Bengaluru, Karnataka, India, -Initially started with new client acquisition and later managed a portfolio of 100 - 400 clients and generated repeated business from the clients. - Daily 4-5 in-person meetings (F2F) with clients. - Weekly and Monthly targets need to be achieved. - Building productive and professional relationships with clients - Accurately plan, forecast, and achieve revenue targets from the assigned set of clients - Maximize revenue by upseling higher value services and achieve monthly client retention and revenue targets - Systematic follow-up and time-bound closures. -And providing resolution of complaints and service-related issues

Finance team leader at SIDALCEAS EduTech, Dec 2023 - Mar 2024 · 4 mos, Remote

Finance Intern at The Fern Hotels & Resorts, Nov 2023 - Feb 2024 · 4 mos, On-site

Financial Analyst at SIDALCEAS EduTech, Nov 2023 - Dec 2023 · 2 mos, Remote

Finance Intern at SIDALCEAS EduTech, Nov 2023 - Dec 2023 · 2 mos

Education

Master of Business Administration, Finance and Financial Management Services, KLS Institute of Management Education and Research

Bachelor of Commerce - BCom, Accounting and Finance, Rani Channamma University, Belagavi