Prateek Reddy Pebbeti is a senior investment operations analyst with over 5 years of experience in operations management, process management, data reconciliation, and team management. He has expertise in trade settlements and currently works at Franklin Templeton Investments, where he manages bank loan operations and processes floating rate loan transactions. Previously, he worked as a custody analyst at Fiduciary Trust, where he gained experience in trade processing, reconciliation, and providing support to operations. He is seeking to utilize his leadership and business skills to facilitate mutual growth and success.

1. Prateek Reddy Pebbeti
H/No – 17-1-462/4, Shankeswar Bazaar, Saidabad,
Hyderabad, Telangana, India -500060
Mobile no - +91- 9703676137
Email - prateek.reddy6@gmail.com
OBJECTIVE
Experienced professional with special expertise in Custody and Settlements Operations, looking
to utilize exceptional leadership, Business and Financial accounting skills to facilitate mutual
growth and success.
Profile Summary
 A Competent professional with nearly 5 years of experience in :
- Operations Management - Process Management
- Data Reconciliation - Team Management
 Well versed with Trade settlements and confirmation through online platforms like
DTCC, Onetis, Charles River, and Central Trade Manager.
 An out- of- the- Box thinker with proven track record of establishing processes SOPs,
streamlining workflow and creating team work environment to enhance productivity
innovatively.
 Demonstrated experience in the practical implementation of detailed transition plan for
transition of Bank loan operations process from San Mateo to HYD and set it up to
ensure smooth transition.
 Excellent interpersonal skills with problem solving, logical thinking, strong writing skills,
analytical abilities and procedure development experience.
 Ability to analyze workflows and develop improved workflows based on research with
management and required processes.
 Knowledgeable in Equity, Fixed Income and other financial instruments,
Banking/Brokerage along with Trade Processing experience, Securities Services, Global
Custody business functionality.
 Strong MS Office skills.
PROFESSIONAL EXPERIENCE
Franklin Templeton Investments (Jan 2015 - till date)
Senior Investment Operations Analyst
Accomplishments
 Successfully migrated Floating Rate operations process and efficiently carried out the
operations by providing a foundation for the functions of the front and middle office

2. operations, while also serving as the means of protecting data that is crucial to the
company operations.
 Received appreciations from Counterparts for good performance and quick learning.
 Was awarded twice for best performance, time management and for maintaining good
relationship with custodians.
 Appreciated many times by Middle Office for clearing the queue in timely manner and
for swiftly handling the queries.
Responsibilities
 Manage the Bank loan operations (settlements) for Investment bank for various asset
classes in the OTC market viz. loan trades, Fixed income, Equity with respect to Middle
office trade support.
 Process Floating rates Loan Trade based transactions to service bank loan assets.
 Draft daily, quarterly and monthly reports for internal and external business partners.
 Respond to need based requests from Middle office client service departments.
 Ensure departmental standards for data integrity in trading and compliance systems.
 Communicate and reconcile with fund accounting records and global custodian banks.
 Process bank loan tasks such as Trade entry, matching/allocations, pay downs and rate
resets.
 Investigate and resolve data, cash and cost based discrepancies between Agent Bank
records and internal systems.
 Forecast fund support impacting issues and correct to minimize such risk occurrences.
 Cultivate external and internal relationships to guarantee achievement of service levels.
Fiduciary Trust (Subsidiary of Franklin Templeton) (2011 – 2015)
Custody Analyst
Accomplishments
 Mastered in all process functional activities within 3 months.
 Handled all critical process functions. Trained new employees and other colleagues on
cross functional trainings in last 4 years. To train them I took only half of the time that I
had actually taken to learn those activities.
 Won multiple applause awards and team champion award for handling all the duties in an
efficient way.
 Received appreciations from internal & external clients.
 Appreciations from manager for good performance and quick learning.
 FTB&T Project ADT Reconciliation: As a part of a large scale reconciliation project I
assisted in a major percentage of accounts impacted by this. This was learned by me
online via video conferencing; in 2 days. Additionally, I also handled the majority of the
training to the new staff recruited for this sole purpose. The project tenure was of 11

3. months starting January 2013 and ending NOV 2013. This was however completed
before the stipulated time frame by 2 months.
Responsibilities
 Executing daily transactions including trade affirmation, wire transfers and SWIFT
messages for Custody and Managed clients
 Providing first line of support to Operations Control for issue resolving.
 Ensuring consistency between internal accounting system and custodian records.
 Initiating purchases and sales of foreign currency to settle Global transactions.
 Executing settlements via DTC and Euroclear, Crest etc.
 Carrying out analyses of operational processes, Documenting processes.
 Coordinating training curriculum for new employees in Operations control.
 Handling Trade processing and verification, Executing Trade ships and working on
exceptions.
 Performing OFAC search on all Foreign Incoming and outgoing wires to and make sure
regulations are in place.
 Handling Referral and Reclaim Queues to ensure all the trade instructions are setup at
Custodian.
 Following up with the counterparties and the custodian to settle the Failing trades.
 Intl & Domestic asset and cash break resolutions as part of daily reconciliation and
looking after Post settlement issues.
EXTRA CURRICULAR ACTIVITIES
 Watching movies and listening to Music
 Swimming and Dancing
 Physical Fitness
EDUCATION
Bachelor's Degree - Bachelor in Commerce (2011)
Badruka college of Commerce (Osmania University)
Intermediate Education (2008)
Azam vocational Junior college
High School - School of Secondary Education (2006)
Geetanjali vidyalaya high School

4. PERSONAL PROFILE
Marital Status : Unmarried
Date of Birth : 28th June 1991
Nationality : Indian
Languages known : English, Hindi & Telugu