Kalpana N is applying for a job and provides her resume. She currently works as a Senior Analyst at Stae street HCL services private limited since May 2015 where her responsibilities include reconciliation, adhering to legal and compliance requirements, working in TLM and PLM tools to research breaks, and preparing various reports. She has received appreciation for her hard work and an award for a successful migration. Her academic qualifications include an MBA with 91% from PRIST School of Business and a BBA with 71% from Bon Secours College For Women. She is seeking a challenging opportunity to utilize her skills and contribute to organizational growth.
1. Kalpana N
Mobile#: +91 9843522776
Email: kalpana.psb@gmail.com
Objective
To work in challenging atmosphere by exhibiting my skills with utmost sincerity and dedicated smart work for
the growth of your esteemed organization along with mine.
JOB DESCRIPTION:
• Currently employed with Stae street HCL services private limited as a Senior Analyst ,Joined on May 2015.
• Perform reconciliation as per the provisions of the Department Operating Instructions (DOI), relevant policies
and instructions within the timelines and specified accuracy standards
• Adhere to Legal and Compliance requirements as instructed in the Risk and Controls policies framed by the
Group and department heads
• Working in TLM and PLM tools for matching and researching the breaks.
• Creating and submission of TLM set spread sheet for new account opening or closing the account and will send
to TLM IT support.
• Consolidate all the Security linking exceptions for linking Dummy CUSIP with original identifiers and share it with
TLM IT support team for updating in master file in TLM.
• Verification and Researching on the discrepancies of the transactions.
• Solving exceptions with the help of RKS, MCH, Bloomberg & various other tools.
• End of the day publishing the reports to clients - fund wise.
• Prepare Break analysis, Audit packages, KRI and KPI report and publishing to oversight team.
• Follow SOP and meet SLAs on time.
• Weekly & Monthly calls with the global heads and updating the aged items.
• Coordinating with Custodians, Oversight team.
ACHIEVEMENTS AT WORK:
• Received appreciation mail from oversight for hard working.
• Received Business Excellence award for success full migration.
• Reduced manual work with the help of Macro, Pivot and Vlookup.
• Created one basic Macro for reducing the manual work.
MIGRATION
• Successfully Migrated the Reconciliation process
Responsibilities include:
• Co-coordinating with the relevant teams for accounts creation in TLM.
• Analysis and follow up with the support team for the feeds to be generated in TLM.
2. • Ensuring the correctness of the data, type of accounts and sub accounts created and the correctness of the
feeds loaded in the system.
• Checking and verifying the matching logics set and ensuring the correctness of the reconciliation done at the
initial stages of the migration.
ACADEMIC RECORD
COURSE INSTITUTION Percentage
MBA PRIST School of Business, Vallam. 91%
BBA Bon Secours College For Women, Villar. 71%
PERSONAL PROFILE
Father Name : A.Nithiyanantham
Date of Birth : 30th
June 1992
Gender : Female
Religion : Hindu
Nationality : Indian
Marital Status: Single
DECLARATION
I implore that my application may be considered sympathetically and I may be given a chance to serve under your
guidance. In which case, I assure that I shall discharge my duties to your satisfaction.
Place: Date:
Yours Faithfully,
kalpana. N