Summary
Overview
Work history
Education
Skills
Accomplishments
Timeline
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Rakesh Kumar Kabotula

London

Summary

Motivated and accomplished professional with a completed MSc in International Business Management from the University of East London. Equipped with over three years of valuable experience in the field of investment banking, specializing as a securities pricing specialist. Now, actively seeking new and challenging opportunities to leverage my extensive skills and expertise to contribute significantly to the success of a dynamic company

Overview

3
3
years of professional experience
1
1
year of post-secondary education

Work history

Securities Pricing Specialist

State Street HCL Services
Vijayawada, India
03.2021 - 02.2022

Experienced Security Pricing Specialist proficient in training new teams and seamlessly onboarding clients onto State Street platforms. Expertise in securities pricing and market data analysis, ensuring precise valuations of client holdings. Effective communicator fostering a collaborative work environment and dedicated to delivering exceptional client service.

Senior Pricing Analyst

State Street HCL Services
Vijayawada, India
12.2019 - 03.2021

As a dedicated and experienced Senior Pricing Analyst, my role revolves around overseeing and reviewing the pricing processes conducted by the team. I take pride in ensuring meticulous accuracy in valuing client holdings based on the latest market data. Skillfully handling client instructions and adeptly resolving pricing discrepancies are integral aspects of my responsibilities. By contributing to precise pricing decisions, I play a crucial role in facilitating well-informed investment choices for our esteemed clients

Securities Pricing Analyst

State Street HCL Services
Coimbatore, India
09.2018 - 11.2019
  • The process of ensuring all the securities held by the custodian or investment manager are accurately priced as per the End of Day prices using the market data providers to support the downstream processes, which ultimately facilitating in making investment decisions

Education

MSc - International Business Management

University of East London
London
01.2022 - 06.2023

Bachelor's degree - commerce and Computer Science

Andhra Loyola College

Intermediate - undefined

Sri Chaitanya college

Skills

    Data Provider and Pricing Vendor Navigation:

  • Proficient in navigating various data providers and pricing vendors, including Bloomberg, Reuters, etc

    • Financial Product Expertise:

  • Extensive experience in handling a wide range of financial products, such as Equities, Fixed Income Securities, Derivatives, and Mutual Funds

    • Client Interaction and Support:

  • Skilled in engaging with clients through calls to understand their requirements and address their questions and concerns effectively

    Transition Team and Onboarding:

  • Demonstrated expertise as a Transition Team associate, successfully onboarding approximately 20 FT clients from diverse onshore teams

    • Training and Process Knowledge:

  • Served as a Production Trainer, imparting process knowledge and client-specific requirements to the team

    • Corporate Actions Evaluation:

    Proficient in evaluating client/Investment Manager holdings during various corporate actions events

Accomplishments

  • Twice awarded "Client's Best Performer of the Year."
  • Recognized as "Star Performer" for team leadership and meeting SLAs.
  • Praised by clients for timely and accurate transitions.
  • Consistently delivered precision in complex pricing deals.

Timeline

MSc - International Business Management

University of East London
01.2022 - 06.2023

Securities Pricing Specialist

State Street HCL Services
03.2021 - 02.2022

Senior Pricing Analyst

State Street HCL Services
12.2019 - 03.2021

Securities Pricing Analyst

State Street HCL Services
09.2018 - 11.2019

Bachelor's degree - commerce and Computer Science

Andhra Loyola College

Intermediate - undefined

Sri Chaitanya college

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