K S LOKANATHAN

Experience

• 

  Bajaj Finserv

  Aug 2019 - Aug 2020

  Assistant Manager - Rural Liabilities

  1. Managing and marketing strategy activities finally creating leading and doing business fixed deposit2. Agency channel sales 3. Direct sales4. cross selling like personal, sales , loans, home loans , rural lending products like fixed deposit etc5. customer relationship services

• 

  ICE

  Aug 2020 - now

  Data Collection and Research:You collect and capture data from diverse sources such as EMMA, MuniOS, and Mac Texas. This includes information from agents like Underwriters, Financial Advisors, Paying Agents, and Agents.Your role involves data wrangling, ensuring accuracy and completeness.Working with Securities:You handle securities identification using ISIN and CUSIP codes. These unique identifiers are crucial for tracking and managing bonds.Additionally, you analyze underlying financial statements associated with these securities.Client Interaction & Issue ResolutionYou liaise with clients via email, aiming to provide the highest possible standard of service. Your goal is to resolve any issues related to trades promptly.As a mentor, you guide and train new associates, offering constant feedback to enhance their performance.Collaboration with Outreach Team:You work closely with the outreach team, utilizing JIRA tickets to manage securities terms and conditions (T&C’s).Keeping track of new issues by US Municipal Bonds is essential. You stay informed about developments in this market.You also monitor ratings assigned by agencies such as Moody’s, Fitch, and S&P.You delve into the intricacies of bond re-marketing (terms and conditions) to ensure optimal outcomes.Various redemption provisions, including Sinking Fund, Special Redemption, and Call Redemption, fall under your purview.Technical Skills:You run reports using SQL scripts, extracting relevant data for analysis.Researching corporate actions related to municipal bonds (such as Call Notices and Tender Notices) is part of your role.Client Solutions & Escalations:You tackle challenges related to securities, especially those involving the “Associated Obligor of municipal bonds.”Your expertise contributes to resolving issues in the Securities Problem & Escalation Repository.Securities Setup:You play a crucial role in setting up U.S. Municipal bonds for pricing, yields, and coupon calculations. Show less Working for Reference Data Operation in US Municipal Bonds.Collection, capturing and research data, data wrangling from various sources like EMMA, MuniOS, Mac Texas etc. (also from agents like Underwriters, Financial advisors, paying agents, Escrow agents etc.),Working on Securities like ISIN, CUSIP.Analyze underlying financial statements.Liaising with clients via e-mails in order to provide highest possible standard to resolve issues on trades.Mentor and training the new associate on the process, providing constant feedback & assisting them for performance improvement.Working with outreach team using JIRA tickets for securities T&C’s.Keeping track of new issues by US Municipal Bond and ratings assigned by rating agencies like Moody’s, Fitch, S&P.Research on Re-marketing (T&C) of a bond.Research Various redemption provisions (Sinking fund, Special redemption, call redemption).Running reports using SQL scripts.Research on corporate actions of municipal bonds like Call notices, Tender notices etc.Resolving client solutions challenges (Securities Problem & Escalation Repository cases) on “Associated Obligor of municipal bonds”.Setting up securities (U.S Municipal bonds) for Pricing, Yields, Coupon. Show less Working for Reference Data Operation in US Municipal Bonds.Collection, capturing and research data, data wrangling from various sources like EMMA, MuniOS, Mac Texas etc. (also from agents like Underwriters, Financial advisors, paying agents, Escrow agents etc.),Working on Securities like ISIN, CUSIP.Analyze underlying financial statements.Liaising with clients via e-mails in order to provide highest possible standard to resolve issues on trades.Mentor and training the new associate on the process, providing constant feedback & assisting them for performance improvement.Working with outreach team using JIRA tickets for securities T&C’s.Keeping track of new issues by US Municipal Bond and ratings assigned by rating agencies like Moody’s, Fitch, S&P.Research on Re-marketing (T&C) of a bond.Research Various redemption provisions (Sinking fund, Special redemption, call redemption).Running reports using SQL scripts.Research on corporate actions of municipal bonds like Call notices, Tender notices etc.Resolving client solutions challenges (Securities Problem & Escalation Repository cases) on “Associated Obligor of municipal bonds”.Setting up securities (U.S Municipal bonds) for Pricing, Yields, Coupon. Show less

  • Reference Data Analyst

    Mar 2024 - now

  • Senior Data Research Associate

    Mar 2023 - Mar 2024

  • Data Research Analyst

    Aug 2020 - Feb 2023