Team Lead Reference Data
Resume:
KrishmaNemuri
SrinidhiColony, Karmanghat, Mobile: +919*********
Hyderabad- 500079. Email: ***************@*****.***
Career Objectives:
To work in an organization in which I have the opportunity to work with the fullest caliber and become an inspiration to the organization as I grow with my fellow team members. I would like to update myself professionally to lead a team and be a part of the growth of the company, which will provide ample opportunity for my continuous learning and facilitate to add value to the organization in return.
Professional summary:
HCL (State Street) - Jan 29, 2020 to Aug 27 2022
Current Designation: Team Lead
Process: Security Valuation (Pricing)
Duties & Responsibilities: Setting up pricing information in Reference Data in client's environment using our internal applications and financial vendors to ensure smooth flow of production, performing supportive management activities and reporting as Team Lead to the higher management.
●Handling Team Size of 10.
●Reporting Management Activities.
●Team Huddles.
●Weekly Calls & Client Calls.
●KPI Metrics.
Franklin Templeton - (Dec 11, 2017 to Mar 25, 2019)
Current Designation: Investment Operational Senior Analyst
Process: GRD (Global Reference Data) AUM Services.
Description: Setting up Accounts information in client's environment using our Internal applications and catching up with internal teams to ensure smooth flow of production, performing supportive activities like team management and reporting as a Senior analyst to the higher management.
Duties and Responsibilities:
●Collecting securities reference data from Stock brokers, Custodians (JPM and BNY)
and third party sources (New Business Unit).
●Updating clients name, account type, security identification codes, and PM.
●We set up mainly different types of Mutual Funds, Fiduciary accounts, Separate
accounts and Bissett in our internal systems.
●Solving email queries received from both external and internal departments.
●Attending On-boarding calls every week before the fund launch in the Market.
●Maintaining Checklist and preparing the Procedure documents.
●Preparing Project on-going tracker and only discussion within the team members
about the updates on regular basis.
●Maker-Checker process and Quality metrics.
●Maintains function list on monthly basis.
●Regular interactions with clients about the performance on regular basis
as well as in Quality call scheduled by the management on every quarter.
Genpact (July 2014 to Dec 7, 2017)
Designation: Management Trainee
Process: Accounts Receivable Specialist
Description: Maintain A/R records; prepare statements, bills and invoices; process payments; respond to customer inquiries regarding account status; and reconcile expenses to general ledger.Performing supportive activities like team management and reporting as a management trainee.
Duties and Responsibilities:
●Research and analyze ledger accounts. Prepare customers statements bills and invoices.
●Determine payment schedule with customers.
●Make collection follow-up on emails and calls on past due payments and skip invoices.
●Customer Relations: Nurtured healthy customer relationships to ensure timely payments.
●Financial Controls: Saved thousands of dollars by creating a system to identify duplicate credits and revamping the merchandise-return authorization process.
●Monthly Close: Delivered accurate and on-time monthly financial closing for A/R functions.
●Billing Automation: Automated previously manual invoicing process, accelerating customer payments and improving billing accuracy.
●Responsible for timely reporting and management of work flow internally and externally.
●Responsible for ensuring updating SOPs and sending it to the client of review and approval for every six months.
●Experience optimizing the A/R function by improving procedures and controls.
Proven ability to determine root cause of issues and recommend viable improvements.
●Preparing RCA for the errors of team members and provide feedback.
●Provide training and assistance to the new joiners in regards to the work flow
and work etiquettes.
Cognizant (Sep 2010 – Feb 2013)
Process: Pricing and Reference Data
Client: Union Bank of Switzerland (UBS)
Job Responsibilities:
●Pricing and setting up of Equities, Fixed Incomes structured Products across
Wealth Management US operations.
●Involved in supporting Pricing & Static Data (reference data) processes for UBS.
●Incorporating corporate actions such as merger, acquisition, listing, delisting, name change, ticker change, identification number change, etc. for pricing purposes.
Exposure in Financial vendor sources:
●Bloomberg – For research on corporate actions, finding prices and security information.
●Thomson Reuters Research – Procuring the details of prices.
●S&P and JJ Kenny – Reach out for procuring prices and security related information.
●Interactive (IDSI) – Finding prices and securities information basing upon the security type.
●Fact set – Retrieving prices basing upon the valid identifiers.
Educational Qualification:
●MBA from Grahamble PG College.
●B.com from Loyola College.
●Intermediate CEC from Kasturba Gandhi Junior College for Women.
●SSC from Govt. Girls High School.
Academic Project:
●Year : 2010
●Purpose : MBA Project
●Project Title: Portfolio Management
●Duration: 2 months
Computer Skills:
●MS-Office, MS-DOS,
●Windows-98 & XP.
Strengths:
●Ability to plan and organize things.
●Quick adaptability and flexibility with work.
●Self-motivator
●Seeks new challenges and responsibilities.
Personal Profile:
Name : Krishma Nemuri
Date of Birth : 23rdJuly 1987
Languages known : English, Telugu and Hindi.
Marital Status : Married
Nationality : Indian
Hobbies : Listening Music, and Cooking.
Date:
Place: Hyderabad (N.KRISHMA)
Contact this candidate