Sinchana Jayaram
@sinchanajayaram
Process Lead in investment banking operations, driving trade life-cycle accuracy, onboarding, and automation for global clients.
IndiaWhat I'm looking for
I’m an investment banking operations professional with 6.7 years at Northern Trust, progressing from Financial Analyst to Technical Coordinator (Process Lead). I own end-to-end trade life-cycle operations across equities, bonds, FX, and derivatives—covering global client onboarding, portfolio transitions, cash & security reconciliations, and SWIFT messaging.
I’m recognized for analytical acumen and proactive issue resolution in live trading environments. I lead onboarding and operational quality through coaching, audits, and regulatory controls (REMS/CASS), while driving automation improvements with VBA, RPA, and process migrations like DSM and IOO offshore migration.
Experience
Work history, roles, and key accomplishments
Oversee end-to-end investment client onboarding and live trade monitoring, executing FX funding/repatriation bookings and related SWIFT messages. Lead portfolio restructures and reconciliations while coordinating cash/security postings and driving automation (RPA/VBA) and quality controls.
Led securities transitions and settlements, including transfer of dematerialised/physical/defaulted and other special assets, with point-in-time valuation updates. Conducted root-cause analysis for settlement failures, ensured SLA adherence, and supported DPAD preparation while coordinating cross-team knowledge sharing.
Performed quality reviews and mailbox/task management to deliver SLAs across investment operations workflows. Executed in-specie and point-in-time cash/unitised fund transfers, reconciled newly onboarded accounts, and supported DPAD preparation while maintaining compliance with operational procedures.
Education
Degrees, certifications, and relevant coursework
PES Degree College, Bangalore
Bachelor of Commerce, Commerce
Grade: CGPA: 9.0
Completed B.Com (Commerce) at PES Degree College in Bangalore, achieving a CGPA of 9.0.
PES PU College, Bangalore
Pre-University Course (PUC), Pre-University (PUC)
Grade: Score: 95%
Completed Pre-University (PUC) studies at PES PU College in Bangalore, scoring 95%.
Availability
Location
IndiaAuthorized to work in
Job categories
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