Karthikeyan GB
- Chennai, Tamilnadu, India
- kkn_bala@yahoo.co.in
- 7259335902
A seasoned professional with over 15 years of experience in Investment Banking, specializing in Derivatives, Hedge and Mutual Fund Administration. Exceptional client management skills with a focus on delivering excellent customer service. Extensive knowledge of Trade operations and related fields.
Experience
AVP
On-boarding new clients and setting up internal platforms for the same.
Process automation using ETL and other in-house applications.
Streamlining internal Trade operation process through various related projects.
Managing complex queries and client management
Training and guiding new comers and team members as part of team management.
Reference data and Trade management for both standard and OTC instruments.
Processing of both Voluntary and non-Voluntary
corporate actions.
Investment Pricing using various sources such as Bloomberg, IDC etc. as per client's request.
Senior process Associate
Supervisory role wherein to review the trades processed by team members and provide the final sign off.
Responsible for setting up securities required for processing the
trades with the help of market data vendor system Bloomberg.
Trade processing of Equities, Futures, Options, Bonds and OTC instruments Forwards, CDS, IRS, etc. for complex funds
Handle client queries related to the funds, resolve breaks
on time and ensure fund deliverables are met with maximum quality.
To maintain the compliance and MIS requirements of the team.
Data Analyst
Collect mutual fund related data through various sources, analyze the information and disseminate to the end users such as financial advisors, individual investors etc.
Communicate with Fund managers in order to manage the informations sourced and to maintain them in the most efficient manner.