Shrini Sridharan

Senior member in a team of five covering UNHW clients in the EMEA region, issuing approximately USD 3bn of issuances in notes and derivatives annually

Complex transactions and client pitches

• Commodities Smart beta index solution for Family Office looking for 30MM of long broad commodity exposure, while minimising effect of roll yield
• Launched synthetic P-Cert linked to Saudi Aramco equity for MENA clients looking for offshore access to the IPO, with 60MM of issuances achieved
• Successfully pitched a proposal for an operating company to seed ETF and create 100MM in units via combination of collateralised portfolio, loan and equity swap hedge
• Designed a pay-back warrant option as a futures proxy for client seeking to hedge commodity production exposure
• SPV Repack hybrid structures aimed to deliver enhanced return on equity notes via increased yield from collateralised bond portfolios

Product launches and business development

• Leading launches on new products such as equity rolling futures indices, volatility target, decrement indices
• First trade globally on fully funded equity accumulators and deccumulators
• Launching tax efficient Excluded Indexed Securities (in-house and third party) aimed at delivering efficient investment alternatives for UK booked clients
• Enabled open architecture on Islamic offering for clients in MENA region seeking Sharia'h compliant products

Franchise risk management

• Responsible for ensuring that business is in compliance with regulatory requirements such as Consumer Duty, MIFID, PRIIPS, Dodd Frank etc
• Coordinated MDA negotiations with legal for onboarding third party issuers, and managing due diligence on annual basis

• Managed the pricing, execution and booking process for interest rate and credit derivative products for Citi Private Bank, collectively generating approximately $3.5MM in revenues annually
• Leveraged Bond Portfolios that helped clients achieve a higher yield on existing bond holdings, contributing approximately USD 1MM in annual revenues for the firm
• The note enabled the execution of a USD 80MM proposal for a single client seeking a structured payout on a set of corporate bonds
• Developed pitches and products that helped bankers effectively implement clients' view on markets
• Screening opportunities for names in credit that were trading at a positive basis versus the reference bond, covering $600K annually in revenues

• Utilized Citi's proprietary derivative pricing tool to model client positions, helping the business to seamlessly manage existing positions in a fast and efficient manner
• Developed a booking system for Dual Currency Instruments, facilitating business totalling $3MM, to serve as an exotic money market product alternative

• Led the economic analysis and research team focused on driving asset allocation for a USD 5.7MM long equities fund benchmarked to the S&P Index (9% over the S&P benchmark return)
• Produced weekly market analysis and economic round-up reports to guide long-term investment direction and philosophy
• Drove quarterly asset allocation based on sector outlook and broad economic scenario

• Conducted migration of Citigroup's Wealth Management business from three offshore locations in the EMEA region into India with no loss of metrics
• Drafted functional specifications and completed product development for a USD 3MM FX and Money Market business
• Conducted in-house audits for Citigroup's business units and worked on implementation of Sarbanes-Oxley, BS79 guidelines