Ravinder Goli

About Ravinder Goli

With over 13 years of progressive experience across Deloitte, Invesco, State Street…

Experience

1. Team Leader

   Principal Global Services

   Apr 2021 — Present · Hyderabad, IN

   Ensure handling escalation emails from oversight team and addressing the issue with the proper backups and resolution status. Handling mail management completely and answering all ad-hoc request from Portfolio manager group/Account manager/Account Transition/Performance team. Attending weekly clients call to give update about aged exceptional break and status of resolution. Ensure conduct daily huddle to give updates about process, sharing process knowledge with team members to mitigate errors and enhance knowledge. To ensure help team members to resolve their queries and help them to resolve exception as early as possible. Review of Recon performed by team members for Cash and Position of various financial product Equity, Derivatives, Swaps, options, future margins, mutual fund, bank loan, hedge funds and Fixed Income, Pay-down, corporate action, Trade. Reviewing of Month end Market values for Swap and Future and Equity products on monthly basis. Reviewing and Researching on all exceptional breaks and resolving the same to match custodian and IM records. To ensure team members meet client deadline such as Daily, weekly, Monthly audit packets, and preparing Ad-hoc report on client request