Kapil Gadekar
Associate II - SSGA | MO Recon | Operations | Retiree Services | CPU |
- Role
- Associate 2 at State Street
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Kapil Gadekar
Finance professional with 4+ years of experience in investment operations…
Experience
Associate 2
May 2024 — Present · Pune, IN
Retiree ServicesCPU – Central Processing Unit - Manage all changes that impact participant check and tax ledgers,Ledger Adjustment Processing, Year To Date Reconciliation, and Tax Balancing Response (TBR).Coordinates Year End tax form production with vendors, including print/mail of tax forms; and filingof forms to the IRS/SSA. Processes ad hoc duplicate tax form requests for clients who do not usethe client web portal, or for forms requiring overnight handling- Tax Unit - Manages foreign participant documentation review (W8BEN/W9 form validation) andwithholding review. Coordinates all Federal Tax Filings (945/941/1042), State Tax Filings - Weekly,Monthly, Quarterly, Semi Monthly, and Annual. Coordinates Imputed Income and ER Costprocessing and IRS Category Code updates at the year end. Responsible for daily tax paymentprocessing to all agencies.SSGA Global Reconciliation Process- Completing Daily Reconciliation for Assigned Funds, Ensuring Accuracy & ProvidingDocumentations that supports Decision making- Monitoring Equity Trades & Fixed Income Trades with Custodians across the market (EMEA,APAC, Americas)- Expertise in Corporate Action, Calculation of Corporate Actions as per the event Information likeEntitlement, Ratios, Prices & Liaising with Custodian & Portfolio Managers- Well versed with Recon Applications like TLM, MCH, PRKS, RKSE, IMT, other Custody Websites- Working Towards Resolution of Aged & Risky Exception with Root Cause Investigation, TimelyFollow-Ups & Proper Escalations- Verifying Task Performed by Teammates & Ensuring Production Output meets quality standardswith help of Quality Control Checks & Guidelines- Handling all type of Recon Issues i.e. Feed Flows, Set Ups, Manually Load etc- Providing Training to new Joiners to help them to understand process, Applications- Helping other team mates to complete production on time.
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