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Kumud Chandra Bala

Professional with 4+ years of experience in the Investment banking operations domain. Well versed with Internal reconciliation ( Cash and Trade )

Key Skills

Marketing Strategies
Team Management
Leadership
Microsoft Windows
Data Validation
Workflows
Transparency (Projection)
Reconciliation
Investment Banking
Settlement

Professional Experience

Mar 2020
May 2021
Analyst
Marsh & McLennan Pune, IN
  • Major roles and responsibilities Produced monthly financial reports outlining financial data to assist management with making strategic plans and operational decision
  • Acted as liaison between client and schemes to increase overall funding Developed monthly plans for clients Evaluated financial data to develop investment strategy and drive growth.
  • Audited balanced and reconciled payroll for more than 200 clients Assigned directives to various fund managers to disinvest/ invest, Also allocated funds in accordance with client requirement.Work
  •  According to SOP and SOC.
  •  Successfully migrated multiple process and trained new joiners.
Mar 2017
Mar 2020
Associate II (Reviewer)
State Street Service Syntel Private Limited Pune, IN
Major Roles and Responsibilities-
  •  Reconciling trade breaks in the domestic accounts, providing affirmation and creating daily account breaks balance statements.Reconciliation
  •  of the charges for the end client of State Street., i.e. generating revenue for the company.
  •  Reconcile between Custody data and Accounting data.
  •  Worked on pre and post settlement of OTC and FX trades, keeping the onshore informed on priority.
  •  Liaise with various internal departments to seek out any discrepancies in different reconciliation books.
  •  We are reconciling the client data from various macros and applications. Interaction with the onshore team for end-client settlement & process streamlining
  •  Worked as a client service person for onshore to resolve the issues and make transparency between both business units
  • Edhere to all audit policies and procedures Monitoring daily workflows and escalations.

Education

Jul 2013
Apr 2015
PGDM in Simer College
AICTE

Achievements

Certification
  •  Got certificate in NSDC program.
Bussiness tour on project-
  •  Financial implication and marketing strategies for potential M & A's in Singapore.
Awards and Rewards
  • Value award from Syntel.
  • Done 10 days internship in Rishab Builders. Worked in placement committee for 2yrs in PGDM.
  •  NSDC participated 
  •  Got " SPOT AWARD " for best for best performance

Languages

Hindi
(Fluent)
English
(Fluent)

Get in touch with Kumud