Meera Ramadoss
Investment banking Associate
Chennai
Summary
Dynamic and results-driven Investment Banking Operations Associate with over 6 years of comprehensive experience specializing in corporate actions, income strategies, reference data management, and financial reconciliation. Adept at analyzing complex financial processes and identifying opportunities for operational improvement, I consistently deliver insightful analysis and strategic recommendations that drive efficiency, mitigate risks, and enhance overall business performance.
Overview
7
7
years of professional experience
8077
8077
years of post-secondary education
4
4
Certifications
Work History
Associate, Income Corporate Actions (Grade G)
Bank of New York
01.2023 - Current
- Expertise in capital market instruments, including Bonds, Equities, Asset-Backed Securities (ABS), and Mortgage-Backed Securities (MBS), within the Federal Reserve Bank (FRB) market.
- Reconciliation of interest and principal payments allocated by the Federal Reserve, along with daily processing of payments to clients based on client confirmation reports, ensuring accuracy and timeliness.
- Reviewing incoming and outgoing claims from brokers and paying agents, determining entitlements in accordance with market regulations, and processing the corresponding payments.
- Performing Pre and post reconciliation to confirm the payable and receivable are processed accurate and matched on time to avoid aged breaks.
- Managing Special Payment Order (SPO) requests on behalf of clients by coordinating with brokers to resolve issues related to bad tracking. This involves investigating discrepancies in trade settlements, missed payments and ensuring timely resolution to facilitate accurate and efficient settlement. The goal is to protect client interests and maintain operational integrity by minimizing settlement risks and financial exposure.
- Responsible for ensuring that ACH (Automated Clearing House) and wire payments received from the FED are accurately applied and recorded in the PSS. This involves monitoring incoming transactions, verifying the details against expected payments, and posting them to the appropriate client accounts or internal ledgers within the system.
- Managed payments with individual transaction values of up to $100 million USD.
- Actively contributing to the maintenance and timely updates of SOP to ensure alignment with current processes and regulatory requirements.
Senior Associate, Corporate Action Event Creation & Static Setup
BNP Paribas
01.2019 - 12.2022
- Part of security referential and static data management is responsible for handling securities database according to company guidelines. Providing production and quality of service towards multiple business line and functions with BNP Paribas Group.
- To ensure securities are created collating and analyzing the data from external providers like Bloomberg, TKRS, Euroclear, FTID and clearstream to retrieve data for securities creation.
- Analyzing all type of corporate actions (Mandatory, Voluntary and choice) events and C.A related Launch in static data.
- Ensure all securities are priced on regular basis and there are no deviation in the currency it is priced. This facilitates the valuation of the securities which is used for the month end billing report circulated to the clients.
- To ensure that the accurate Security prices are updated on our Accounting Platform for use by the fund accountants for the calculation of their daily NAV and data feeds to our clients.
- Active participation in regular procedural changes, system changes and UAT new system implementation.
- Review and update SOP’s on a regular basis to capture the process changes.
- As the securities information are flown to various GC systems, have a fair knowledge on the custody platform.
- Preparing MSI and KPI reports as and when required or requested by stake holders.
- Having good knowledge on Custody platform and basic knowledge on Corporate Action events, Settlement processing and Reconciliation.
- Preparing volume analysis every month and submitting it to the Manager.
- Trained and supported new team members, maintaining culture of collaboration.
Education
MBA - Business Administration
Madras University
MBA - Business Administration
Madras University
Chennai, India06-2020
BBA - Business Administration
Vel’s University
Investment Banking Operations certification -
Bombay Stock Exchange
HSC - undefined
TN State board
SSLC - undefined
CBSE board
Skills
- Mandatory Corporate Actions
- Incomes
- Pre and Post Reconciliation
- Processing Payments
- Custody Services
- Strong communication skills
- Decision-making capabilities
- Team collaboration and Time Management
- TLM, Mainframe, PSS, Bloomberg
- Reference Data and Static Data
Certification
Udemy Certification on Power BI Master Class - Dashboard and Services, 2024
Accomplishments
- Have received appreciation from the managers to have learnt and excelled in the process within a short period of time
- Time management- able to meet cut-off on time.
- Adaptable to the learning environment.
AREAS OF KNOWLEDGE
- Alteryx (Basic)
- Portfolio Services (PSS), Valinfo, Global Securities Processing (GSP) and Acept
- Bloomberg, Telekurs, Clearsteam, ASX, Euro Clear and LSE
- Automated Securities Processing (ASP)
- SWIFT Network
- Tableau / Power BI
- Nexen (ERR)
- Interactive Data (IDC)
- MS Office, Outlook and Lotus Notes
Timeline
Associate, Income Corporate Actions (Grade G)
Bank of New York
01.2023 - Current
Senior Associate, Corporate Action Event Creation & Static Setup
BNP Paribas
01.2019 - 12.2022
HSC - undefined
TN State board
SSLC - undefined
CBSE board
MBA - Business Administration
Madras University
MBA - Business Administration
Madras University
BBA - Business Administration
Vel’s University
Investment Banking Operations certification -
Bombay Stock Exchange
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