Trivikrama Rao R.
AVP & Manager - Corporate Strategy, Internal Consulting, Investment Operations and Accounting @Franklin Templeton
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WORK HISTORY
AVP & Manager - Corporate Strategy, Internal Consulting, Investment Operations and Accounting @Franklin Templeton
Middle Office & Back Office Experience:1. Setup and Managed large teams in Investment Operations, Middle Office Trade Support, Portfolio Accounting, Reconciliations, and Client Reporting teams in India. Transitioned 60+ FTE work from global locations (US, Canada, UK, Singapore).2. Hands on experience in cash management, trade settlements, security setup, pricing & valuation, corporate actions, cash and holdings reconciliation with brokers / custodians, investment performance measurement and Attribution, and client reporting for Retail Mutual Funds and Institutional Separate Accounts.3. Developed robust metrics and dashboards to monitor and improve operational performance. Achieved 33% efficiency benefit in the Hyderabad team through Lean Six Sigma techniques. Reduced employee attrition from 25-30% to less than 10% per annum.Front Office Experience:1. Developed and ran Agile Pilot with cross functional teams (Front office & Back Office) for top 15 US Institutional accounts to improve client experience.2. Piloted Fund/Product commentaries to improve speed, quality, and consistency.3. Led reviews of Marketing and Investment Operations teams to identify improvements in efficiency, quality, time to market and standardization4. Co-created, with Emerging Market Equity, a Quantamental process for pre-screening stocks.5. Helped establish the viability of launching a Shariah-compliant version of FT Tech Fund.6. Review of portfolio implementation and operations of SMA business for improving efficiency and scalabilityStrategy & Corporate Development Experience:1. Developed approach, conducted due diligence, and helped finalize vendor for outsourcing IT applications and infrastructure.2. Worked with Chief Diversity Officer to frame D&I goals at the Organization and LOB Level.
EDUCATION
SRR College / Nagarjuna University
Bachelor of Commerce (BCom), Accounting and Finance
CFA Institute, USA
CFA level 2 Candidate, Financial Analysis, Economics, Quantitative Techniques, Investment Management
Indian Institute of Management, Calcutta
Senior Management Program, Business Administration and Management, General Management
Acharya Nagarjuna University
Master of Commerce, Economics, Accounting, Statistics and Business Management
Chartered Financial Analyst Institute
Certificate in Investment Performance Measurement, Finance and Financial Management Services
ABOUT TRIVIKRAMA RAO R.
Multiple Roles - Assistant Vice President, Manager, Supervisor, and Analyst at Franklin Templeton Investments, Hyderabad and ING Vysya Bank, Andhra Pradesh• Managed large Middle Office and Back Office teams on:A. Investment Operations: Trade Settlements, Securities Setup, Corporate Actions, Pricing and Middle Office Support.B. Portfolio Accounting / Fund Accounting: Cash Management, Net Asset Valuation, Reconciliations with custodians/broker dealers.C. Portfolio Administration: Performance Measurement & Attribution, Client Reporting and Client Services.• Transitioned 60+ FTE work from global locations (US, Canada, UK, Singapore).• Collaboration with key stakeholders, including the Trading Desk, Portfolio Management, Legal & Compliance, and Technology teams, to address any operational issues• Business Process Management & Improvement: A. Developed robust metrics and dashboards to monitor and improve operational performance. B. Achieved 33% efficiency benefit through Lean Six Sigma techniques, business process re-engineering, and data driven decision making.• Banking Operations: Branch Operations, Reconciliation, Credit management for Small & Medium Enterprises, Depository Participant Services, Loans & Advances for Retail Clients
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