Pooja Gajula
Senior Process Executive • s*************@gmail.com • +91*******291 • linkedin.com/••••• • drivetube.ai/•••••
Professional Summary
Senior Process Executive with 4 years of experience managing investment banking operations, OTC settlements and trade reconciliation across Rates and Equities. Proven ability to own end-to-end post-trade processes including pre-confirmations, SSI validation, VD-1/VD-2 reconciliations, manual journal entries and post-settlement investigations. Strong stakeholder communicator who streamlines workflows using Excel automation and reconciliation platforms to improve accuracy and timeliness while maintaining audit and compliance standards.
Technical Skills
Tools and Methodologies: Microsoft Excel,PivotTables,Macros,Trade Booking Systems,Reconciliation Tools,Workflow Platforms
Operations & Processes: OTC Settlements,Pre-confirmations,Trade Confirmation,Post-settlement Investigations,VD-1 and VD-2 Reconciliations,Settlement Instruction Management
Settlement Types & Controls: Rates Products,Equities Products,Nostro Reconciliation,B2B Settlements,Manual Journal Entries,Fund Returns and Recalls
Controls, Compliance & Reporting: Risk and Control Management,Audit Documentation,Operational Oversight Controls,Stakeholder Reporting,Break Resolution Processes
Communication & Collaboration: Client Escalation Management,Middle Office Collaboration,Counterparty Liaison,Trading Desk Coordination
Work Experience
UBS - Cognizant Technology Services
Senior Process Executive
Jul 2022 – May 2026
Supported investment banking post-trade operations for UBS via Cognizant Technology Services, handling OTC settlements, confirmations and settlement instructions for Rates and Equities.
Tech Stack: Microsoft Excel, PivotTables, Macros, Trade Booking Systems, Reconciliation Tools, Workflow Platforms, SSI Management, Nostro Reconciliation
- Managed daily investment banking operations for Rates and Equities, executing pre-confirmations, settlement instructions and transaction processing to meet daily cut-off timelines and ensure BAU continuity.
- Processed and reconciled high-volume OTC settlements including VD-1 and VD-2 cases, validating SSIs and settlement details using reconciliation tools to minimize settlement fails.
- Investigated and resolved pre- and post-confirmation trade breaks and discrepancies, coordinating with trading desks, middle office teams and counterparties to restore settlement flow and reduce outstanding breaks.
- Served as primary client contact for inquiries and escalations, prepared performance and trend reports for internal stakeholders and maintained strong counterparty relationships to support issue resolution.
- Streamlined workflow procedures and implemented Excel-based macros and reconciliation templates to reduce manual processing time and improve data validation accuracy across settlement cycles.
- Maintained audit-ready documentation and compliance controls, executed manual journal entries and manual payments, and supported post-settlement activities including fund returns, recalls and kickbacks.
Education
Mother Teresa College of Management and Computer Applications - OU
MBA - Finance Specializations • GATKESAR R.R. DIST • 2020 – 2022
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