Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
Generic
Varun Peter

Varun Peter

Investment Banking
Chennai

Summary

Dynamic finance leader with over 11 years of specialized experience in fund accounting, reconciliation, and team management. As Vice President at BNY Mellon, led a team of 24 professionals across five clients, optimizing processes and driving global client migrations. Key achievements include launching an ERS hub in Mumbai and implementing RPA technology, resulting in a 30% increase in operational efficiency. Recognized for strategic thinking and a commitment to continuous improvement, leveraging advanced skills in Python and data science to innovate within the rapidly evolving financial landscape.

Overview

11
11
years of professional experience
4027
4027
years of post-secondary education
2
2
Certifications
2
2
Languages

Work History

Vice President Middle Office

The Bank of New York Mellon
Chennai
10.2022 - Current
  • Lead a team of 24 members across 5 clients, providing training, guidance, and conducting control reviews to ensure continuous production and process optimization
  • Manage daily operations, including Position, Cash, and MVR reconciliation, ensuring accurate and timely financial reporting
  • Collaborate closely with the Middle Office Trade Capture and Trades teams to ensure accurate trade bookings, timely matching, and settlement of trades across multiple asset classes
  • Develop and implement technology-driven solutions using tools like Thought Spot, Power BI, and Alteryx to automate processes, enhancing efficiency and reducing manual errors.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.

Assistant Manager

BNP Paribas Securities Services
Chennai
08.2016 - 10.2022

Managed a team of 12 members, responsible for training, performance tracking, and conducting employee reviews

  • Acted as a senior management proxy in their absence, ensuring business continuity and maintaining operational standards
  • Successfully migrated new projects from BUAT testing to go-live, validating generated reports in collaboration with business users
  • Led the migration and operation process for reconciliation teams across multiple locations (LUX, Milan, Spain), including on-site work in Luxembourg and Warsaw
  • Established a new ERS location in Mumbai for BNP, setting up processes and training teams
  • Coordinated with the RPA team to automate reconciliation processes, significantly improving operational efficiency
  • Managed the reconciliation of cash and position breaks between ledgers and statements, investigating and resolving exceptions
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Promoted a culture of early and timely escalation, conducted root cause analyses for operational incidents
  • Prepared critical reports, including Audit packs, Fund lists, unassigned set lists, checklists, and SOPs

Associate

State Street HCL Services India Private Ltd
Chennai
02.2015 - 07.2016
  • Assisted fund accountants in cash and position reconciliation, ensuring accuracy and timely processing
  • Performed manual bookings in MCH, maintaining financial records and ensuring data integrity
  • Processed and balanced shareholder trade activity, ensuring all transactions were correctly recorded and settled
  • Utilized Bloomberg Terminal to raise tickers, check security prices, and perform other financial analyses
  • Successfully handled migration of PAM Accounting process from State Street Bank and Mumbai, ensuring smooth transition and continuity of operations

Education

Master of business administration - Finance

Sathyabama Engineering College
Chennai
05.2014

Bachelor of Science - Computer Science

Loyola Collage
Chennai
05.2011

Skills

  • People Management

  • Strategic planning

  • Team leadership

  • Process improvement

  • Business development

  • Operations management

  • Performance monitoring

  • Staff recruiting and retainment

Personal Information

  • Passport Number: C2870412
  • Father's Name: P.Joseph Sekar
  • Date of Birth: 06/30/91


Certification

Certified Alteryx Expert

Timeline

Completed Diploma in UiPath(RPA)

07-2025

Certified Alteryx Expert

05-2025

Vice President Middle Office

The Bank of New York Mellon
10.2022 - Current

Assistant Manager

BNP Paribas Securities Services
08.2016 - 10.2022

Associate

State Street HCL Services India Private Ltd
02.2015 - 07.2016

Master of business administration - Finance

Sathyabama Engineering College

Bachelor of Science - Computer Science

Loyola Collage
Varun PeterInvestment Banking