Balaje K
🌐*Aspiring Investment Banker | Financial Strategist & Innovator*🌐 # Investment banking,#captial market,#Money Market,#Equity,#Fixed Income Securities,# Derivatives,#Trade Life Cycle,#Corporate Action,#AMC
- Role
- Analyst at Sundaram Business Services
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Balaje K
As an Investment Banking Analyst with 1.5 years of hands-on experience, I specialize…
Experience
Analyst
Mar 2024 — Present · Chennai, IN
Conducted daily trade reconciliation for 200+ client portfolios, ensuring 100% accuracy and regulatory compliance.Managed both mandated and voluntary corporate actions, class actions, and schemes of arrangement, ensuring timely execution and follow-up to maintain accuracy, compliance, and operational efficiency.Oversaw listed and over-the-counter (OTC) derivatives, ensuring accurate trade processing, effective risk management, and adherence to regulatory standards.Streamlined portfolio account setup and closure procedures, improving process efficiency by 30% and implementing cost basis adjustments and asset value updates for accurate tax reporting.Managed trade settlement processes, ensuring timely and accurate transaction completion while maintaining compliance with regulatory standards and minimizing operational risks.Oversaw private equity operations, including capital calls, financial benchmarks, and investor communication.Prepared accurate monthly client billing statements with a 100% on-time delivery rate.
Education
Sri Krishna College of Engineering and Technology
Bachelor of Engineering - BE
2018 — 2022
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