Pooja Ramesh Puthanveettil
Sunnyvale,CA
Summary
Results-driven senior financial analyst with over 5+ years of experience in investment banking specializing in collateral management and reconciliation. Demonstrated ability to provide strategic financial guidance and execute complex financial transactions. Proficient in financial modeling and valuation, with a deep understanding of financial markets and Corporate Action Events. Effective communicator who can collaborate with diverse teams, establish rapport, and cultivate long-term relationships to achieve high customer satisfaction metrics.
Overview
6
6
years of professional experience
Work History
Senior Financial Analyst
Barclays Global Service Centre
2022.11 - 2024.07
- Oversaw reconciliation (FOBO, NOSTRO, DEPO, and contract compare) for synthetic products of leading industry clients such as Reni, BlackRock, and DE Shaw.
- Established strong connections with stakeholders and developed expertise in handling diverse Corporate Action Events including De-listing, Worthless Events, Stock Splits, and Reverse Stock Splits.
Senior Associate
State Street Corporate Services Mumbai Pvt. Ltd.
2020.08 - 2022.11
- Handled the responsibility of managing Equity cash collateral for top-tier brokerage firms such as Barclays, JP Morgan, Morgan Stanley,
Bank of America Merrill Lynch,and Goldman Sachs. - Streamlined loan procedures, involving Mark to Market and Returns
- Fails Management.
Senior Financial Analyst
State Street HCL Services (India) Pvt. Ltd.
2018.12 - 2020.08
- Equity Cash Collateral Management
- Fails Management
Education
MBA - Finance and Human Resource Management
University of Calicut
Calicut, Kerala03.2018
Bachelor of Commerce - Finance
University of Calicut
Mannarkkad, Palakkad03.2016
Skills
- Investment Banking
- Collateral Management
- Reconciliation
- Financial Modeling
- Financial Markets
- Relationship Building
- Problem Solving
- Decision Making
Personal Information
- Title: Senior Financial Analyst
- Date of Birth: 03/23/1996
- Nationality: India
- Marital Status: Married
Timeline
Senior Financial Analyst
Barclays Global Service Centre
2022.11 - 2024.07
Senior Associate
State Street Corporate Services Mumbai Pvt. Ltd.
2020.08 - 2022.11
Senior Financial Analyst
State Street HCL Services (India) Pvt. Ltd.
2018.12 - 2020.08
MBA - Finance and Human Resource Management
University of Calicut
Bachelor of Commerce - Finance
University of Calicut
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