Megha Urkude

About Megha Urkude

MBA in Finance, building my career in syndicated loan trade settlements, reconciliation, and reporting. Currently learning Loan IQ and ClearPar while gaining hands-on experience in trade execution and financial operations. Curious, adaptable, and eager to grow in investment banking operations, with a passion for learning and continuous improvement.

Experience

1. Financial Analyst

   eClerx

   May 2025 — Present · Pune, IN

   Managed and processed syndicated loan trade settlements, ensuring accuracy, compliance, and timely execution. Perform daily reconciliation between Loan IQ, ClearPar, and internal records to identify and resolve discrepancies. Coordinated settlement dates (SDC) for smooth execution of trades and performed lender share adjustments in Loan IQ. Reviewed and executed primary, secondary, paper, and manual trades, ensuring adherence to SOPs. Handled servicing transactions including paydowns, drawdowns, re-pricing, debt contract amendments, and borrower consents. Conducted reconciliation holds by placing facilities on hold as per reporting timelines. Executed LSA (Loan Syndication Agreement) activities to move positions across SGs (Servicing Groups). Collaborated with external agents, addressed third-party queries, and facilitated trade reversals and manual preparations. Generated performance and settlement reports, providing key insights for decision-making and risk mitigation.

Education

• Indira Institute of Management, Pune (MBA)

  Master of Business Administration - MBA, Finance, General