Senior Analyst with exceptional teamwork, leadership and communication skills. Over 3.5 years of experience working on large-scale projects and handling daily operational requests.
• Ensure error-free and timely daily support/deliverables and resolution of breaks/issues.
• Create, update, and review investment products
in the firm's database and trading universe.
• Process and review trades that are not booked by the desk and supporting P&L queries from the front office.
• Liaise with Trade Accounting and Operations, and ensure confirmations and settlements are completed in a timely manner according to the firm's policy.
• Work closely with other team members to address operational issues.
• Contribute in work allocation and mentor new resources on different activities.
• Support the group's deliverables during night-ops.
• On board new clients to the Arcesium Platform.
• Process and review trades that are not booked by the desk and support P&L queries from the front office.
• Maintaining and validating data intergrity and assisting with various team for security mapping of complex asset classess like swaps, options.
• Daily transaction management and security master capture across different asset classes including options, futures, CDS.
• Keeping reference data & security master up-to-date using sources like ICE and Bloomberg etc.
• Work with the team on new projects, client onboarding, vendor integration, UAT testing for tools and procedures.
• Interating with clients and investment managers, adressing inquiries related to trades, positions and performance and providing excellent support service.
• Ensure high risk trades are prioritized and escalated to desk and other internal and external stakeholders.
• Liaise with internal team like TAO/Pricing to ensure confirmations and settlements are completed in a timely manner, resolve discrepancies, and attend to internal queries.
• Working on U.S. International Tax Compliance.
• Preparation of International Tax returns for Controlled Foreign corporation(5471), Disregarded Entities (8858) and Foreign Partnership (8865).
• Preparation of other additional Tax forms such as 8990, 8621, 8992.
• Analysis of Financial statements and preparation of workpapers from client provided raw data.
• Extensive experience in Tax return preparation softwares like Corptax, Gosystem, Superforms.
• Assisting domestic teams with the preparation of e-file packages.
• Coordinate with the US and USI team members on a regular basis to ensure the quality of deliverables.
• Creation and Management of database of IT companies in Hyderabad.
• Analysis of training methodologies of IT companies.
• Market and promote the training programs provided by the company.
• Contact management and lead nurturing using CRM software (Bitrix24 and HubSpot).