Headline

6 Years Global Trade Operations | Middle office operations | FX Operations | Swift Messaging | VBA | Power BI | Mutual Funds | Client onboarding

About

6 years into Trade operations. Currently serving as a Technical Coordinator at Northern Trust, contributing to the daily operations of trade confirmations and settlements Fixed Income, Equity, FX, Money Market & Mutual funds with a focus on enhancing operational efficiency and accuracy. Collaborating with cross-functional teams, including TAs, Custodians, FO and registries to ensure seamless pricing and transaction processes while assisting in the development of SOPs for handling exceptions. Holds a PGDM in Finance from ISBR Business School, Bangalore. Proficient in asset management, SWIFT messaging, equity trading, Fixed income, FX operations, Mutual funds, Money market with certifications in investment and data analysis.

Location

Pune District

Work experience

Technical Coordinator at Northern Trust, Jun 2024 - Present · 2 yrs, Pune District, Maharashtra, India, • Coordinated daily business operations focusing on confirmation and settlements of various financial instruments. • Prioritized the settlement and matching of early currencies to enhance operational efficiency. • Collaborated with TAs and registries to obtain pricing details for unit trusts, ensuring accuracy in transactions. • Assisted teammates in daily operations while developing SOPs for handling exceptional cases.

Senior Analyst at Northern Trust, Aug 2023 - Jun 2024 · 11 mos, Pune District, Maharashtra, India

Senior Analyst at Northern Trust, Nov 2021 - Jul 2023 · 1 yr 9 mos, Bengaluru, Karnataka, India

Trade Capture- Associate at State Street, Dec 2019 - Nov 2021 · 2 yrs, Bengaluru, Karnataka, India, • Confirmed trades with brokers and communicated settlement information to custodians, ensuring smooth operations. • Managed unmatched and failed trades, demonstrating strong problem-solving skills in a fast-paced environment. • Responded to trade-related queries from the PM, accounting, and investment operations teams, enhancing collaboration.

Internship at IBM, Jul 2018 - Aug 2018 · 2 mos, Bangalore, To analyze the under utilization of Electricity, water and diesel of their pan-india buildings. The analysis was done using the historical data on Ms-excel (Pivot tables, V-look up and Forecast). The objective was to cut the cost.

Internship at Edelweiss Financial Services, Jan 2018 - Jan 2018 · 1 mo, Bengaluru, Karnataka, India, Acquisition of Demat account. Understanding the risk profile of client. Analyzing the market movement.

Education

Diploma, Accounting and Finance, ISBR Business School

Bachelor of Commerce - BCom, Business/Commerce, General, B206 Karnataka Arts Science & Commerce Degree College,Bidar