Sanjivani Desai
@sanjivanidesai
Senior corporate actions analyst delivering accurate back-office operations and stakeholder resolution.
What I'm looking for
I am a senior corporate actions professional with six years' experience in back-office operations for leading investment and custodian banks, focused on qualitative delivery, query management, escalation resolution and stakeholder management.
I have end-to-end experience handling mandatory and voluntary corporate action events across markets and asset types, cash and position reconciliations, event setups in integrated systems, and use external sources such as Bloomberg, DTCC, IDS and Euroclear to investigate and resolve breaks.
I have led process migrations, trained and mentored teams, owned critical client deliveries, reduced outstanding claims during dividend seasons, and consistently driven process improvements to increase scalability, control and accuracy.
Experience
Work history, roles, and key accomplishments
Senior Analyst
Northern Operating Services
Mar 2023 - Present (2 years 10 months)
Evaluate and process corporate action events for hedge fund clients end-to-end, resolving cash and position breaks and coordinating with clients/brokers to correct mismatches across markets and asset types.
Processed corporate actions and mutual fund reconciliations, managed trade corrections and fractional share liquidations, and produced reporting and proxy handling to ensure accurate client allocations and regulatory controls.
Performed investment banking reconciliations and advisor services, resolved trade breaks, maintained settlement data and MIS reporting, and led knowledge transfers and training for new joiners.
Education
Degrees, certifications, and relevant coursework
M.M.N. Arts and Commerce College, Khanapur
Bachelor of Commerce, Commerce
Completed Bachelor of Commerce degree from M.M.N. Arts and Commerce College with coursework in commerce-related subjects.
DMS College, Nandgad
PUC, Pre-University (PUC)
Completed Pre-University Course (PUC) at DMS College, Nandgad.
CHH. Shivaji Mandir Halashi
SSLC, Secondary Education
Completed Secondary School Leaving Certificate (SSLC) from CHH. Shivaji Mandir Halashi.
Availability
Location
Authorized to work in
Job categories
Skills
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