1. G.P.C.S Chakravarthi gpcs.chakry@gmail.com
09703876777
SUMMARY
Having 7 years of professional experience in mutual fund Industry. Have 3.5 years of professional
experience in implementing Data warehouse applications including Business Objects with experience in
Designer, Web Intelligence and Info View.
Primary responsibilities:
• Developing the reports in Business Objects web intelligence from the universe.
• Developing the reports in rich client using excel dump files as per the required format.
• Schedule the report as per the client deadline.
• Applying multiple filters while running the query.
• Creating variables to get the output.
• Formatting the report as per the client requirement.
• Testing the new data elements that are added to the universe.
• Suggesting any changes to universe development team and get it fixed.
• Leading the process automation project.
• Make sure not to have any NPI (Nonpublic Information) in the reports.
• Creating dashboard by using Business objects.
• Creating crystal reports by using Business objects.
• Preparing the Internal Project Plan using MS Project.
• Building new reports as per the new client requirement ongoing basis through web intelligence.
Other responsibilities:
• Supporting various regions to meet the client requirements.
• Extracting the data from MS Access data base for the Rich client reports.
• Writing the Macros and V-Lookup’s
• Preparing pivot tables for the raw file received from the PAIR
• Preparing automated reports by writing excel function and formulas.
• Complete and update client due diligence questionnaires, surveys on a quarterly, semi-annual and
annual basis as designated.
• Working on online consultant databases monthly and quarterly
• Responding to adhoc queries along with my regular monthly and quarterly reports.
• Ensured compliance with accounting deadlines.
• Liaison with SMEs across the globe to gather information on various Mutual Funds of Franklin
Templeton.
• Conducting Final Quality review of the major reports before sending to the clients.
• Managed all written correspondence with clients and consultants.

2. TECHNICAL SKILLS
BI/OLAP Tools: Business Objects (BO BI 4.0, 4.1)
Languages: SQL, VB macros
Office Software: Microsoft Office
WORK EXPERIENCE
FRANKLIN TEMPLETON INVESTMENTS Senior Specialist (June, 2009 – Current)
Franklin Advisers, Inc., is a wholly owned subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global
investment management organization operating as Franklin Templeton Investments. Franklin Templeton
Investments provides global and domestic investment management solutions managed by its Franklin,
Templeton, Mutual Series, Fiduciary Trust, Darby and Bissett investment teams. The San Mateo, CA-
based company has more than 60 years of investment experience.
Global Advisory Services (GAS): Consultant Services
Job Responsibilities:
As a part of Global Advisory Services team in Consultant Services, we support our sales team by advising
our clients and consultants about variety of Franklin Templeton products such as its mutual funds, equity
and fixed income products. Where the consultants get to know about the product, thus huge amounts are
invested in these products bringing business to Franklin Templeton Investments.
As a part of daily responsibilities we handle lots of valuable information which is provided to various
consultants and clients through client databases and also through E-mails in the form of Client Data
Template. Also, we support our sales team globally by providing the requested reports from Business
Objects in coordination with different departments across the globe. We also conduct research on specifics
product by working closely with the portfolio managers about the performance of that product in the market.
We are the channels between the consultant who help the investor in making investment decisions and the
research analyst who work under the portfolio manager.
Achievements:
• Created many macros which leads to drastic change in the production time and the man power
• I have written the VB code for OMNI project, which formats the holdings from the share point and
convert in to the required format (considering the lot of conditions and applying multiple logical
functions) and save multiple files in to one master file. We load the master file to OMNI which push
the holdings data to various databases that we support.
• Created eVestment AUM Macro this reduces the manual effort and 450 hours per quarter. For this I
have been awarded with BRAVO (Formerly ISC Best employee award) in the year 2014.
• Got trained on Business Object from SAP company
• Got star of the quarter many times for maintaining the excellent accuracy levels.
• Got trained on crystals reports
• Knowledge in Xcelsius (Dash Boards)
Projects:
PDD Project:
Product Data Delivery is an automation project for various teams across the globe, Objective of the
project is to migrate the work to Business Objects.
• Reporting functionalities to universe development team

3. • Identifying the required data elements for PDD Universe
• Led the entire UAT process and gave some suggestions
OMNI
OMNI is one of our firm prestigious projects to automate the online consultant databases. OMNI is
an automated tool powered by eVestment online consultant database. OMNI drives the Franklin
Templeton products data (quantitative information) to various databases that we support across the
global.
Playing key role in OMNI project by providing the data from Business Objects and various sources.
EDUCATION
• Post Graduate Diploma in Management, AIMA, 2006 - 2008
• Bachelor of Commerce, Acharya Nagarjuna University, 2002 – 2005
PERSONAL PROFILE
Father’s Name : Venkateswara Rao
Date of Birth : 01-07-1985
Sex : Male
Nationality : Indian
Languages : English, Telugu, Hindi