JAGANATHAN T
Summary
Experienced Investment Banking Specialist with over 2 years 10 months of experience in the Corporate action domain. Excellent reputation for resolving problems, improving client satisfaction, and driving overall operational improvements. Consistently good with my job role. Now looking to expand my knowledge and gain personal growth in a viable opportunity.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Analyst
HCL Tech
Chennai, Tamil Nadu
03.2024 - Current
- Making the client account balances In-Proof in the automated reconciliation application.
- Researching and reconciling trades form accounting and custody applications to find out the Out of Proof accounts.
- Updating and amending the trades to make the client account In-Proof.
Specialist Corporate Action
State Street HCL Services
Chennai, Tamil Nadu
06.2021 - 03.2024
- Calculating Corporate Action entitlements for clients with the event information provided by the issuer.
- Performing corporate action onto mutual fund portfolios.
- Reviewing research files, records and other reports provided by processors to verify information of trade and settlement before client sign-off.
- Sound knowledge in Mandatory and Voluntary corporate action events, Transfer of shares, trade settlement and reconciliation.
- Reconciling the cash and stock breaks caused due to corporate action events.
- Interactions with clients on daily basis and resolving queries.
Education
B.Com - General - Accounting And Commerce
Sri Malolan College of Arts And Science
Maduranthakam04.2020
Higher Secondary - Accounting And Commerce
Blue Stars Higher Secondary School
Puducherry03-2017
Skills
- Corporate Action
- Bloomberg
- Data collection and Operations Analysis
- MS Office
- Customer Relations
- Analytical Skills
- Organizational Skills
- Problem-Solving
- Teamwork and Collaboration
Certification
Diploma in Computer Application - NSDC certified
Accomplishments
- Excelsior Award - For best performer in State Street HCL Services
Timeline
Senior Analyst
HCL Tech
03.2024 - Current
Specialist Corporate Action
State Street HCL Services
06.2021 - 03.2024
B.Com - General - Accounting And Commerce
Sri Malolan College of Arts And Science
Higher Secondary - Accounting And Commerce
Blue Stars Higher Secondary School