Summer Intern Custodian

Sanjana Akkireddy

669-***-**** *******.*********@*****.*** San Jose, California 95124

CAREER OBJECTIVE

Results-oriented candidate with experience in streamlining business processes and providing strategic direction in support of organizational objectives within Wealth Management. Proven track record in managing complex projects and leading team to successful project completion. Skilled in data analysis, problem solving, process improvement, and project management. Experienced in using various software tools, such as Python, R and Microsoft Office, to drive efficiency and effectiveness.

EXPERIENCE

INTERN

Clearstream Banking SA Luxembourg, February 2021-July 2021 Tax Processing US and France, Support the entire tax process from certification acceptance to tax instruction processing

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• Becoming a dedicated specialist at a single market level ensuring optimum support and expertise

• Process payments and reporting to tax authorities when Clearstream acts as a withholding agent SENIOR ANALYST, Bangalore

Goldman Sachs Pvt Ltd, June 2015-August 2020

• Facilitated Mutual Fund trading and cash transfers for the HNI & PWM clientele Spearheaded MIFid II based project for PWM clientele, ensuring adherence of holdings in share classes per prescribed regulations for ~1,500 client accounts

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Implemented ACATS (Automated Customer Account Transfer Services) transfer of securities and cash seamlessly across CAs (Clearing Agents)

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Headed the routine Rolling Review team to ensure accuracy of client documentation and delivered higher number of verifications in 2016, with over ~5,000 accounts reviewed versus a daily average of 10 accounts

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Leveraged Business Intelligence (BI) tools for industry-wide updates on ACATS transfers (transfer framework modernization), the project composed of writing test cases through collaboration with Technology

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Performed due diligence on client accounts during onboarding process, reviewing compliance with legal formalities and individual eligibility against market-wide criteria

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Utilized product tools (Bloomberg) for monitoring of market-wide Corporate Action events, performing a sanity check of holdings on client accounts internally versus custodian

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SUMMER INTERN, Bangalore

Goldman Sachs Pvt Ltd, June 2013

Reduced discrepancy between holding value internal to the firm versus external custodian as part of Custody Reconciliations project, securing a full-time offer with the firm in the Asset Management division.

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EDUCATION

MBA - IT, Stockton, CA, USA

Humphrey's University, Expected graduation July 2025 Relevant Coursework

STEM Program With CPT For The Duration Of The

Course

MASTER'S IN FINANCE, Paris, France

ESSEC Business School,

US

June 2022

Relevant Coursework

Firm Valuation, M&A, Private Equity, Project Finance BACHELOR'S IN BUSINESS MANAGEMENT, Manipal, India

Manipal University, May 2015

SKILLS

Quality Control Outstanding Communication Skills Project Management Workflow Optimization Microsoft Office Suite Time Management Operational Efficiency HTML And XML Bloomberg Terminal Financial Management ERP Understanding

LANGUAGES

English

Native

• Telugu

Native

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French

Beginner

• Hindi

Native

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VOLUNTEER EXPERIENCE

CAMPAIGN VOLUNTEER, Manipal, India

Hair for Hope

FIRST AID PROVIDER, Chennai, India

Chennai Flood relief

TEACHER VOLUNTEER, Manipal, India

ASARE

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