Neeleshwari Tripathi

About Neeleshwari Tripathi

Investment Banking Operations professional with 7+ years of experience across Collateral…

Experience

1. Senior Financial Analyst

   eClerx

   Jun 2022 — Present · Mumbai, IN

   Perform daily portfolio-level reconciliation of OTC and ETD derivative trades between internal systems and counterparties, ensuring accurate resolution of cash and position breaks.Manage variation and initial margin processes as per ISDA/CSA agreements, including margin call validation, threshold checks, and collateral eligibility.Investigate and resolve trade lifecycle discrepancies such as collateral movements, and corporate action adjustments.Collaborate with front office, middle office, collateral management, and reconciliation teams to ensure accurate trade booking and timely dispute resolution.Liaise with external counterparties and custodians to resolve breaks and maintain compliance with EMIR, CFTC, and internal risk guidelines.Utilize tools such as TriResolve, DTCC, MarkitWire and internal reconciliation platforms for exception management and reporting.Manage coupon and dividend payments for outstanding claims, coordinating with reconciliation teams to set up or amend positions.Mentor and train new team members, act as a key stakeholder contact, and lead process improvement initiatives to reduce exceptions and improve operational efficiency.

Education

• Institute Of Technology And Management

  Master of Business Administration (MBA)

  2014 — 2016