Amarnath Chowdary

Experience

• 

  UBS

  Mar 2012 - Apr 2014

  Process Specialist

  Client Accounts set up for existing and new PB clients in the Collateral and Margin System.Pricing various types of Securities i.e. Equities, Fixed Income Securities (Corporate and Govt. Bonds), Options, Swaps and Other Derivative Products using pricing sources Bloomberg, DC and Reuters.Managing and Updating static details of securities in the collateral and Margin System.Ensuring all trades in the client’s portfolio are correctly priced at market price and are correct margin is calculated as per standard Risk policies.Managing positions in PM and Reg-T accounts as per US Regulatory requirements. Liaising with Securities Borrowing and Lending Team to close the liability of the shorts held in the accounts with longs to meet the margin requirement. Securities and position movements in Triparty accounts. Show less

• 

  Societe Generale Global Solution Centre

  May 2014 - Jul 2015

  Associate
• 

  Franklin Templeton India

  Aug 2015 - Sept 2022

  Work closely with Portfolio Managers and Traders to assist and support trading activity by ensuring new broker accounts, clients and funds are appropriately setup for trading various instruments including but not limited to FX Spots, Short dated FX Forwards, Fixed Income, Equity and Time deposits etc.Source, review and maintain due diligence documents for mutual funds and Institutional clients to be in line with regulatory requirements like (Dodd Frank, EMIR, MiFIID etc.).Negotiating Brokerage Agreements, Trading Agreements, and Electronic Trading Services agreements with Brokers by liaising with Legal, Compliance and Trading teams. Building and maintaining relationship with all major banks/brokers to ensure funds and accounts are appropriately setup in their systems to facilitate hassle free trading.Preparing and updating FATCA and Common Reporting Standard forms for retail funds to be in compliant with IRS and OECD regulations.Track and monitor potential onboarding issues and delays. Providing status updates to relevant teams (i.e. Portfolio Managers, Trading and Middle Office). Proactively identifying operational risks and assessing the adequacy of controls to manage such risks, including recommending enhanced or additional controls.Identifying the scope of process improvements and working with relevant functional and technology teams to streamline the process.Leading projects to migrate new processes and integrating new internal and external vendor applications. Show less

  • Global Specialist

    Dec 2020 - Sept 2022

  • Senior Analyst

    Sept 2017 - Nov 2020

  • Analyst

    Aug 2015 - Aug 2017
• 

  Cognizant

  Sept 2022 - Jan 2024

  Team Manager

  Managing 3 teams with 22 members across all regions responsible for providing collateral management services to Hedge fund clients and Institutional clients including but not limitedto validation of portfolios, issuing Margin calls and distributing reports to clients within stipulated SLAs.Responsible for day-to-day operations, implication of polices and producers, manage staffing in accordance with workflow requirements (i.e. down-staffing, up-staffing).Ensure excellent client service by training employees and providing feedback to existing employees regarding areas of improvement and development.Establish a team environment by coordinating/cooperating with peers, sharing recognition, supporting interdepartmental and company-wide objectives.Coordinate discussions with each direct report regarding goal setting, performance reviews, career development planning and incentive/salary administration.Implemented RPA to streamline workflow within the team resulting in an average of 3 hours of additional productivity per day.Leading digital transformation and PEX projects to analyze, test and integrate Decision making tools into the process. Show less

• 

  Wells Fargo

  Jan 2024 - now

  Assistant Vice President