KRISHNA PATEL
Scotch Plains,NJ
Summary
Results-driven Trade Operations Professional with over 4 years of experience in trade settlement, confirmation, and support functions. Skilled in ensuring regulatory compliance, streamlining operational processes, and building strong stakeholder relationships. Proficient in data analysis, process improvement, and team collaboration to drive efficiency and accuracy. Seeking to contribute expertise and a commitment to excellence to a dynamic and growth-focused organization.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Trade Operations Analyst – Special Situations
Prudential Investment Management
10.2019 - Current
- Execute and manage daily trade settlement processes, including trade matching, confirmation, and reconciliation, ensuring precision and adherence to tight deadlines across multiple products.
- Leverage expertise across Mortgage Backed Desk (ABs, MBs, CMOs, CMBs), Corporate Bond Desk (High Yields, CDs), and money markets (T-Bills, CPs, CDs, Repos).
- Analyze and execute distressed debt, event-driven, and unique investment opportunities within the Special Situations team.
- Contribute to the Special Situations team's restructurings, turnarounds, and complex financing solutions to support high-stakes transactions, while managing critical operational tasks, including wire transfers, DWACs, and transaction execution processes.
- Collaborate with traders, brokers, and counterparties to promptly resolve any trade discrepancies on a daily basis, ensuring seamless and accurate transaction execution.
- Establish and nurture strong relationships with custodians, prime brokers, and external stakeholders to streamline and optimize trade settlement workflows.
- Conduct in-depth analysis of trade data and performance metrics to detect discrepancies and initiate corrective action on claims.
- Design and implement robust compliance procedures to ensure strict adherence to regulatory requirements and mitigate operational risk.
- Lead training and mentoring initiatives for 6 junior team members, fostering proficiency in trade operations and adherence to best practices.
- Liaise with cross-functional teams to align organizational strategies and implement process improvements that enhance operational efficiency, including the Corporate Actions Team to facilitate the execution of one-off or non-categorical trades.
Marketing Analyst
Top Cash Back
03.2019 - 10.2019
- Analyze market research reports to gain insights into consumer behavior, industry trends, and competitor strategies, driving data-informed decision-making.
- Utilize advanced statistical techniques and data analysis tools to interpret marketing data and extract actionable insights that inform strategy.
- Assess sales trends, customer demographics, and campaign performance metrics such as CPM, CTR, ROAS, and conversion rates to evaluate the impact and effectiveness of marketing initiatives.
- Monitor competitor marketing activities and market positioning to identify opportunities for differentiation and areas for strategic improvement.
- Segment customer databases by demographic and behavioral attributes to deliver personalized and targeted marketing messages.
Education
BBA - Business Administration
Hult International Business School
London, UK05.2018
High School Diploma -
West Orange High School
West Orange, NJ06.2014
Skills
- Trade settlement expertise
- Confirmation and reconciliation
- Regulatory compliance knowledge
- Relationship management skills
- Process improvement focus
- Data analysis proficiency
- Team leadership experience
- Mentorship and training
- Trend modeling expertise
- Operations research skills
- Process updates implementation
Certification
Rutgers Data Science Bootcamp
Timeline
Trade Operations Analyst – Special Situations
Prudential Investment Management
10.2019 - Current
Marketing Analyst
Top Cash Back
03.2019 - 10.2019
Rutgers Data Science Bootcamp
BBA - Business Administration
Hult International Business School
High School Diploma -
West Orange High School
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