Avinash Lakkakula

Senior Process lead Innova solutions|| Pre-Matching || Reconciliation and Settlements || Derivatives FX Settlements || Risk advisory || Investment banking || NAV || Middle office || Back office || Client Reporting.

Role
Senior Process Lead at Innova Solutions
Location
Hyderabad, TG, IN
LinkedIn followers
500 followers

About Avinash Lakkakula

An experienced and motivated individual, with 10 years of experience specializing across investment banking back-office operations - Global markets SBL Trade Reconciliation & Settlements (Position & Cash & Income) Pre-matching Fails Management Equity and Fixed income and Dividend Paydown Interest Client reporting - Client service,Knowledge of Process Migrations, Capital Markets, Corporate Actions. Trade processing. Derivative FX Post Settlements, Swaps, Collateral End to End Trade Life Cycle, Custody side Clearing and Settlement System & Private Equity Fund Service Credit rates, Interest Rates. Middle office, Strong Knowledge with Middle Office and Custodian Team and Bookings issue Trade Duplications and Settlements Issues. Client Management, Various Controls. Knowledge in using various Financial Platforms.Fund Accounting, Mutual Funds, Corporate Actions, Pair offs, Applications DTC, Euroclear, TLM, Gloss, Globalone, MCH, Intelimatch, Super netter, Blomberg, SS & C,

Experience

  1. Senior Process Lead

    Innova Solutions

    May 2023 — Present · Hyderabad, IN

    Internal Reconciliation Custody vs accounting.Reconciling Cash, and Position balances between Client and Custodian. • Capturing Trade, trade adjustments, and corporate actions. •Collaborated with bank to deliver reconciliation services for Clients & counterparties. •Collaborated with business partners to identify and address break issues proactively. •Investigated and addressed imbalances in cash and securities accounts for funds. •Mitigated risks effectively through tailored process improvements. •Conducted compliance recon to maintain accuracy for multiple financial platforms. •Actively seeking out opportunities to improve the teams control framework and ensuring controls are carried out in as efficient manner as possible. • Ensured team\'s adherence for data quality protocols using dashboards & reports. • Reaching out to client ops for any cash and stock discrepancies. •Collaborated with bank to deliver reconciliation services for clients & counterparties. •Preparation of weekly KPI reporting and appraising the management of any potential risk items and working closely with external and internal parties to resolve delivery matters •Conduct end-of-day checks to ensure all tasks have been completed as per the SLA\'s •To ensure that the Fisher-related audits are completed without any non-compliance observations • Worked along with the onshore team for a new transition project and provided training to the new members. • Handled escalation management and performed checklist activities within the time frame. •Resolving issues of breaks arise in reconciliation and comments

Education

  • Malla Reddy College of Engineering & Technology

    Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law

    2012 — 2015

  • Kakatiya University

    Bachelor of Commerce - BCom, Computer Programming, Specific Applications

    2009 — 2012

Skills

  • Investments
  • Banking
  • Financial Analysis
  • Finance
  • Microsoft Word

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Avinash Lakkakula — Senior Process Lead at Innova Solutions in Hyderabad, TG, IN | Unifers