Naveen Vadlagatta, Investment Analyst

Naveen Vadlagatta

Investment Analyst

Wipro limited

Location
India - Hyderabad
Education
High school or equivalent, Finance
Experience
6 years, 10 Months

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Work Experience

Total years of experience :6 years, 10 Months

Investment Analyst at Wipro limited
  • India - Hyderabad
  • My current job since February 2018

• Working on the investigation based operations L2 Settlement reconciliation.
• Investigation on aged breaks to minimize financial risk.
• Actively participating in the DPM and sharing new scenarios based on the investigation.
• Replying to the emails received from onshore within the given deadlines and meeting the process SLA’S.
• Hands-on Experience on domain applications such as TLM, SSENG major application to investigate the break.

Process Associate at Wipro Limited
  • India - Hyderabad
  • My current job since February 2018

• Processing of settlement events, such as paying & receiving dividends based on the entitlement.
• Processing Mandatory events of US, Europe and Rest of the World Countries.
• Cleansing & Scrubbing, Pre-Processing and Payment processing of asset classes and types- Equity, Debt, Bond, ADR, GDR, CDs, and Structured Products.
• Monitoring daily reports such as Pay dates, Ex-Dates and Special Valor List to ensure minimum financial exposure to the firm. Ensure that all claims, charges and payment enquiries are sent in a timely manner.
• Hands on Experience on domain applications such as IM Actions, VSAFKE and Telukurs.
• Actively participating in Daily process huddle call with Onshore and communicating the updates to the team.
• Replying to the emails received from onshore within the given deadlines and meeting the process SLA’S.

Financial Analyst at Ensoftek solutions Indian pvt ltd
  • January 2014 to July 2014

I have gained experience in data extraction from internal content management system where I used to connect to their portal and download list.
•Prepared excel reports, data audit and data analysis was a crucial part of these process, and we used to do 3 level audit check to make sure the data is accurate and delivered as per the requirements.
•Providing as is observations and insights given me analytics exposure.

CERTIFICATIONS

Education

High school or equivalent, Finance
  • at he Institute of Chartered Accountants of India (ICAI)
  • August 2020

courses: Certified in

Master's degree, Finance
  • at ICBM School of Business
  • January 2017

Bachelor's degree, Finance
  • at Ramakrishna Degree College, Satavahana University
  • January 2014

Specialties & Skills

Money Market
Capital Markets
Investment Banking
MS Office tools
FINANCIAL
EQUITIES
ACCOUNTANCY
DERIVATIVES
FIXED INCOME
INVESTMENT BANKING
CONTENT MANAGEMENT
DATA ANALYSIS

Languages

English
Expert
Hindi
Expert
Telugu
Native Speaker

Training and Certifications

certified investment banking operations professional (Certificate)
Date Attended:
December 2017

Hobbies

  • playing cricket
  • reading books