Epari Jagat Chand has over 6 years of experience in research and reconciliation roles. He currently works as a Process Developer at Genpact, where he researches corporate actions like mergers and acquisitions and gathers dividend information to support investment decisions. Previously, he worked at Cognizant supporting the reconciliation of trades and positions for UBS wealth management clients. He has strong analytical and problem-solving skills along with experience working with various financial tools and applications.

1. Epari Jagat Chand
PH: +91-8121908533 eparijagat@gmail.com
Career Objective:
• To work in learning and a challenging environment, utilizing my skills, experience and knowledge to
be the best of my abilities and contribute positively to my personal growth as well as to the growth of
the organization.
Work Experience:
• Currently associated with Genpact India Pvt. Ltd.
• Designation- Process Developer-Operations (Income Data)
• Tenure: September 25, 2014- Till Date
• Company profile: Genpact (NYSE: G) a multinational business process outsourcing and
information technology services company began in 1997 as a business unit within General
Electric, In January 2005, Genpact became an independent company to bring its process
expertise and unique DNA in Lean Six Sigma to clients beyond GE, and then in August 2007, it
became a publicly-traded company.
• Job Profile: Research & Analysis on Corporate Actions such as Stock Splits, Mergers &
Acquisitions, Rights offering, and Spin-offs of the companies located in the US and Canada.
The research also consists of gathering dividend information of the Mutual Funds, UIT from the
respective exchanges and also from the alternative data providers. This helps to analyze industry
and information will be useful for the end users to make the investment decisions.
Roles and Responsibilities of Reserch in capital markets and KYC:
• Updating financial information like Dividend & Bond interest.
• Analyzing the Dividend history of all listed global corporations and providing comparable data
spanned over years to clients, to take well informative and strategic decisions.
• Source of real-time market data from global sources like NYSE, NASDAQ, OTC and other
databases like PRNewswire.
• Research on different corporate actions like Acquisitions, Mergers, Spin-offs, Stock splits,
Rights offerings, IPO’s etc., and showing impact on earnings.
• Providing the information regarding discontinued operations and disposal operations of
particular company to the investor.
• Sourcing various financial information from different stock exchanges, data party vendors and
other sources.
• Updating necessary financial information of bonds, Mutual Funds in applications.
• Research on proxy meetings and Auction Rate Preferred.
• Preparing process maps, FMEA, RCA other process related reports.
• Consolidating volume trackers, tracking the touch time of all the team members and reporting it
to the management.
Additional Responsibilities:
• Handling Ad-hoc client requests.
• Job also involves calling (when required) to the US and Indian firms to gather more

2. information.
• Training to the newly joined peers.
• Act as a Subject Matter Expert in resolving team queries and a single point of communication
for the client and the team to resolve the exceptional scenarios.
Professional Overview:
• Experience of Working with Cognizant in UBS Wealth Management Domain.
• Effective communication and Interpersonal skills
• Strong Analytical and Problem solving skills
• Ability to constantly upgrade knowledge base and skill sets.
Work Experience:
• ORGANIZATION : Cognizant Technology Solutions
• DOMAIN : UBS (Investment Banking/Wealth Management
Trade settlement)
• DESIGNATION : Senior Process Executive
• DURATION : Nov 2011 to Sep 2014
House FOBOS Reconciliation/Trade setlement:
• On the pilot project transaction from Infosys Bangalore to Cognizant Hyderabad.
• Got trained 16 FOBO Reconciliation from the Infosys trainer.
• Reconciling of trades Vs position, providing information to the stakeholders.
• Root cause analysis on the errors happened on top day or any amendments to be done on T+1
• Preparing Standard operating procedure (SOP), manuals to facilitate smooth functioning of process,
ensuring proper compliance to service level agreement.
• Reconciliation on Front office platforms like FOS, OBS, INDIGO, MORA FX.
Job description of Wealth manageament:
• Reconciling accounts of High Net worth and Ultra High Net Worth clients of UBS
• Had a thorough insight and knowledge base of the Reconciliation Process undergone by UBS
for Wealth Management
• Had a thorough knowledge on various kinds of BREAKS arising on clients’ accounts.
• Identifying different types of Breaks in the account of clients and rectifying them accurately.
• Use various tools such as Client Windows, Gains keeper, Product Reference Database Inquiry
(PRDI) to evaluate the discrepancies, if any, in the client accounts and make necessary
modifications.
• To view the transactions occurring in the client’s accounts and to ensure that they are
accurately recorded in the Gainskeeper Updates cost basis data for both realized and unrealized
securities.
• Respond to client inquiries related to cost basis information reported on 1099s.
• Validate and apply client directed depletion method changes, versus specific purchase requests,
and cost basis corrections.
• Review terms of mergers, spinoffs, and other corporate actions to validate cost basis
adjustments.
• Action daily exception reports and reconciles position quantity and cost basis discrepancies.
• The rules and regulations associated with the current IRS cost basis and gain/loss calculation

3. rules with regards to equities, mutual funds.
• Cost Basis reporting implications via Wash Sale Rules, Accounting Methods (i.e. FIFO),
Transfer of Assets, Corporate Actions, Short Sale, Corporate Services and Tax Reporting.
Technicak Skills:
• Front office application : CME OCC ICE Exchange portals, Panther NT,
• Swiss key
• Back office application : CV Market watch, GMI
• Reconciliation application : REX, Intellisuite, TLM
• Publishing tools : MS Word, MS Excel
• Accounting tools : Tally version 7.2
Academic Qualifications:
Degree/Certificate Board/University Year
MBA Berhampur University, Odisha
Khallikote autonomous college
2011
B. Com(Honours) Berhampur University, Odisha
Khallikote autonomous college
2009
Higher Secondary CHSE, Orissa
Roland Supriya junior college
2006
Secondary SSC 2004
Project Undertaken:
• Project Title : Study of Inventory Management
• Client : OMFED
• Duration : 60 Days.
• Project Description : The aim of the project was to understand the processes
followed in the finance department of Orissa Milk producer’s federation (OMFED) at its head
office at Bhubaneswar. I was involved in day to day activity of inventory management team and
understood the inventory book management process.
Achievements:
• Have prepared a Process Documentation and enhanced my skills by providing adequate training
to peers.
Personal Details:
• Father’s Name : Mr. Epari Malleswara Rao
• Date of Birth : 25th
Sep, 1988
• Status : Male/Single
• Languages Known : English, Hindi, Oriya and Telugu
Declaration:
• I do hereby declare that all the above mentioned information’s are true to the best of my knowledge
and belief.
DATE: (E.Jagat )