Mukeshwaran S
Career Cbjective:
Highly motivated professional with 2.5+ years of experience in investment banking. Seeking a profile
in risk management to make my careers at. which matches my analytical thinking and to make my
career more challenging.i am preparing for my Frm Part 1 (May 2023). i will use my interpersonal,
analytical and presentation skills in translating a risk assessment requirement. products handled:
equities,derivatives,currency,mutual funds.
Certifiictions:
● Financial Risk analytics - Great learnings - credit risk and market risk , PD EAD LGD, credit risk
modeling-logistics and linear regression,clssification tree, random forest unbalance data,
● Equity Derivatives certification from Natonal institute of securities market.
● Currency Derivatives certification from National institute of securities market.
● Financial Risk management principles - Udemy - Identify risks, analyzing risks, managing risk, var
and cvar.
● Fundamentals of quantitative modeling- Cousera -steps in the modeling process, Deterministic
models,probabilistic models,regression models.
● Identify the profitable companies by understanding financials ratios - Linkedin.
● Virtual internship - Fixed Income and equities - Jefferies.
Work Experience
1. BNY Mellon International Operations Limited: March 2020 to present
Position: Representative processing
Department: US Transfer agency product handled : Mutual funds
Key Responsibilities:
• Creating and Analyzing New Account under the request we received as from client choice.
• Depending on Client request modification process will be done on the client accounts called as
Maintenance.
• Checking source of funding for the account and transfer.
• Transfers request from one account to another account were client request for different custodian or
same custodian accounts.
• Setting up a New regular Contribution & withdrawal of Money in a Client A/c Was also handling
institutional bulk Trades for particular clients with 100% accuracy – High dollar.
• Maintained 98% quality with good productivity continues.
• To Communicate with onshore through Teams chat or/and E-mail to regarding any dealing related
issues.
• Verification of client personal details (Date and Time, Client Name, AML status, Signature. Etc.)
while processing on Subscriptions, Redemption.
2. Karvy stock broking: 2019 June to 2019 Dec
Position: Equity advisor
Products handled: Equities, Derivatives Currency and Mutual funds.
Key Responsibilities:
• Developing existing business and attracting new clients.
• Conducting preliminary analysis on prevailing market and sectorial trends.
• Regularly adjudge portfolio risk of clients and asset allocation depending
upon their risk appetite.
• Working alongside research team for both buys and sell side analysis
depending upon investment/trading style of client.
• Handling High Net worth clients and give proper advice for their portfolio.
SKILLS
• Microsoft Excel • Power BI • SQL queries • Capital market • Tally ERP 9.0
•. Microsoft powerpoint • Fundamental and Technical analysis
PROJECTS
Taxation and Auditing (June '18 - July '18)
the project which I have done while doing my internship, about both the taxation and auditing how do they
function and what are all the general process.
Analysis and Functions of Monetary Policy (Nov '17 - Nov'17)
Analyzing functions of RBI and Monetary Policy, includes various activities of RBI and instruments of monetary
policy which influence the bank credit rates.
Business Analytics - Customer Data (June '19 - june19)
Analysing the datasets using quantitative methods using Spss statistics tool - descriptive statistics,,
linear regression, multiple regression, one way and two ANOVA, factor and cluster analysis.
INTERNSHIPS
Taxation and auditing of p. Rajasekaran & co (June '18 - July '18)
I have undergone training the scrutinizing school audit, trust audit, preparation of income statements for
individuals and preparation of accounts, experiences in data analysis.
ACADEMIC PROFILlE
Program Institution CGPA / Completion
%
MBA SRM Institute of Science and Technology - 68.9 2019
(Business Administration) Chennai
Bachelor Of Commerce Asan Memorial College Of Arts and Science 65.7 2017
Chennai
Justice Basheer Ahmed Sayeed Memorial
12th (STATE BOARD) 71.6 2014
Matriculation Higher Secondary Boys School
Justice Basheer Ahmed Sayeed Memorial
10th (STATE BOARD) 65.4 2012
Matriculation Higher Secondary Boys School
ACHIEVEMENTS
Runners up in 2rd prize on Finance quiz. The quiz is about general knowledge in current business affairs
and finance – MBA(Srm University)
Awarded as rising star among newcomers – karvy Stock Broking
Awarded for good accuracy and Productivity – BNY Mellon
Appreciation mails from my top level managers and Team Lead for my work – BNY Mellon
