Ravinder Goli has over 3 years of experience in investment banking, capital markets, and mutual funds. He currently works as a Subject Matter Expert, Global Portfolio Administrator, and Specialist at State Street HCL Services in Coimbatore, India. He has expertise in various technical tools, financial transactions, analyzing and improving systems, and identifying and resolving operational issues. He aims to utilize his expertise to deliver best-in-class results for a reputed organization.

1. RAVINDER GOLI
Email: goliravinder0197@gmail.com Contact: 09494996936
Proactive and creative professional, aspiring to seek challenging top level assignments with a reputed organization to
utilize acquired expertise and deliver best in class results
CAREER ABRIDGEMENT
Highly accomplished, goals-drivenseasonedprofessional offers 3.2 years ofan extensive experience in Investment
Banking, Capital market operations and mutual funds; presently associated with State Street HCL services,
Coimbatore as a Subject Matter Expert/ Global Portfolio Adminstrator/ Specialist.
Highly competent professional who can be trusted with even the most confidential projects
Adroit with various technical tools including TLM2.7,PLM,TA2000” & “Smart Desk2”
Good knowledge of AWD & Secured Task; Tally ERP9 and MS-Office as well
Expertise in processing financial transactions including Reconciliation, derivative products(forwards, futures,
swaps options,) Corporate actions, trades etc.
Excel in turning disorganized environments into smooth-running operations and overhauling administrative
processes to improve accuracy and efficiency
Expertise in analysing &improving systems, designing internal control systems &facilitate effective decision-
making
Adroit in the identification, analysis, and resolution of diverse operational issues, continuously maintaining top
performance while offering superior programs/services
Highly articulate, adaptability to situations, self-confidence, demonstrating exceptional relationship building,
communication, decision making, analytical and interpersonal skills, leadership skills, can work easily in a
diverse culture and handle them
CORE COMPETENCIES TECHNICAL PROFICIENCY
Process Oriented
Strong Collaboration Skills
Research & Development
Quality Assurance
Financial Systems
Innovative
TLM 2.7
Smart Desk2
BLOOMBERG
PLM,PMS, BOSS
Tally ERP9,
Transfer Agency 2000
SPECIFIC ACHIEVEMENTS
Certified AMFIC(Advanced Mutual Fund Industry Certification) from NYSE, USA
Successfully completed Quality analysis/control training conducted by onshore team
Appreciated and recognized by onshore managers and end clients for my contribution towards work
Honoured with “Best Employee Award” for the month of November 2014
Achieved numerous spot awards for consistent performance
EMPLOYMENT CHRONICLE
Current Employer:
State Street Custodian- HCL Services Ltd. Coimbatore, India
Employment Details
Designation: Subject Matter Expert/ Global Portfolio Adminstrator/ Specialist
Department: Investment Management Service.
Duration of Experience: Jan 2016 to till now

2. Major Tasks on daily basis:
Reconciliation of cash & position
Dividend Reinvest
Derivative products
Foreign exchanges & restricted currency
Broker/Dealer Changes
IBOR(internal postings)
Cash flows(contributions/withdrawal)
Overdrafts
Trade Settlements
Custodian services
Email monitering
Corporate Actions
Bank loans
Rsik management
Expenses payment
Interest pay-down
Job Responsibilities: Reconciliation ofEquity, Fixed Income, Derivative,Corporate Action, Mutual fund, Hedge
Fund, alternative assets.
As a role ofacting TL:
Ensure handling escalation emails from oversight team and addressing the issue with the proper backups and
resolution status.
Handling mail management completely and answering all ad-hoc request from Portfolio manager group/Account
manager/Account Transition/Performance team.
Attending weekly clients call to give update about aged exceptional break and status of resolution.
As a part of leadership team running reports to review and make rectify from team members as and when daily.
Ensure conduct daily huddle to give updates about process, sharing process knowledge with team members to
mitigate errors and enhance knowledge.
Handling mail management and addressing query to internal team.
To ensure tracking on ad-hoc request application every 15 minutes to make sure it will be completed from team
members and if required- taking ownership and completing every ad-hoc request within 30 minutes of raised from
PMG.
To ensure help team members to resolve their queries and help them to resolve exception as early as possible.
As a role ofSME:
Review of Recon performed by team members for Cash and Position of various financial product Equity,
Derivatives, Swaps, options, future margins, mutual fund, bank loan, hedge funds and Fixed Income, Pay-down,
Corporate action, Trade.
Review and Performing on Cost Reconciliation Tax lots between Custodian and Investment manager.
Reviewing of Month end Market values for Swap and Future and Equity products on monthly basis.
Reviewing on Restricted currency on clients account and researching into repatriation of Base currency.
Reviewing and Researching on all exceptional breaks and resolving the same to match custodian and IM records.
To ensure team members meet client deadline such as Daily, weekly, Monthly audit packets, and preparing Ad-
hoc report on client request.
Reviewing on shadow reconciliation to make sure books of accounts balance should match between internal to
give accurate number to portfolio manager to trade.
Reviewing of transaction postings on Mainframe/APEX/BOSS/ACEWIN and auditing of cash flows posted in IM
and custodian records.
To ensure train a new Joinee and mentoring them on by reviewing task and activity performed by them and
reporting same to Managers.
Performing on various applications such as Bloomberg, Transaction life cycle Management (TLM 2.7 version),
Post-settlement life cycle Management. (PLM), Mainframe.
Performing quarterly recon, Market value recon for specified account as per client request.
Monitor overdrafts and ensure that overdraft compensation is collected on a timely.

3.  Previous Employer:
DST worldwide services india Pvt LTD, Hyderabad, India.
 Employment Details
Designation: Process Associate
Department: Reconciliation and Mutual funds.
Duration of Experience: 2.7 Years (19th
june 2013 to 09th
jan 2016)
Being a part of the DST Team, which provides services to Global Customers across the World related to
MUTUAL FUNDS
 Process and Quality checking of various Monetary and Non-monetary Transactions. Some of
transactions types are as follows:
 Expertise in processing financial transactions including purchases, redemption's, exchanges, transfer of assets,
automatic investment plan setup, automatic withdrawal plan setup, and more.
 Process account maintenance requests,such as changes to dealer information, Social Security number, name,
address,bank details, contact information, and more.
 Provide efficient end-to-end services and maintain a high level of sensitivity while we protect, store, retrieve, and
update investor records.
 Using pricing information provided directly from the fund accounting group by transmission, data is
automatically uploaded to our system and quality checked.
 Dividends and capital gains distributions, Custodian changes, beneficiary changes.
 Conducting calibration sessions with processing teams to clarify process related issues and Error Sheets for the
whole team.
PROJECT SUMMARY
Location : MSK investments, Karimnagar
Duration : 6 months
Project Title : Selected BlueChip Company Performance at NSE
WORKSHOPS/PRESENTATIONS
Participation in International Paper Presentation at Chennai& Hyderabad
Participated in National Presentations and Seminars
Actively participated in Seminars, Debates in B-Schools at Hyderabad
Attended workshop on “Capital Market”, organized by ICSE at SreeChaitanya Institutions
EXTERNAL CERTIFICATIONS/TRAININGS
Certified USA AMFIC(Advanced Mutual fund industry certification)
“Marketing Development” by Frankfinn in Karimnagar
“Soft Skills” conducted by SatyaSaiSevaSamithi in Karimnagar
SCHOLASTICS
MBA (Finance) from JNTU in 2011; 65%
B.Com from Kakatiya University in 2007; 55%
PERSONAL DOSSIER
Date of Birth : 12th
June 1986
Linguistic Proficiency : English, Hindi and Telugu
Passport Details : L7314203; Expires on February 2024
(RavinderGoli)