Summary
Overview
Work history
Education
Skills
Certification
Languages
Custom
Timeline
Generic
Sreenivasulu Kalisetty

Sreenivasulu Kalisetty

Coventry,India

Summary

Financial Information Associate with proven expertise in risk analysis and Salesforce. Skilled in SQL, Microsoft Power BI, and data technologies, with in-depth knowledge of LSEG workspace, TRKD, and QFS. Strong customer service and account reconciliation abilities, effectively utilizing industry trends to optimize derivative and capital markets strategies. Experienced in managing reference and alternative data to enhance index data initiatives, focused on leveraging analytical skills for business growth.

Overview

14
14
years of professional experience
2
2
years of post-secondary education
1
1
Certification

Work history

Settlement & Reconciliation Analyst

MoneyCorp
01.2024 - 09.2025
  • Analysed complex data sets to identify trends and discrepancies, ensuring accurate settlements.
  • Strengthened interdepartmental relationships by collaborating effectively across teams involved in the settlement process.
  • Contributed to the development of new policies and procedures that led to more efficient settlement practices.
  • Collaborated with cross-functional teams to resolve any settlement issues and maintain smooth operations.
  • Experience with day to day banking and reconciliation activities such as client money reconciliations, cash management, settlement of FX trades.
  • Prior experience with SWIFT Payments.
  • Some knowledge and understanding of the banking sector specifically around payments and FX products.
  • Knowledge and understanding of AML and Compliance requirements including safeguarding i.e. CAR / CASS requirements.

Senior Analyst/ Index data, Equity Estimates

London Stock Exchange
Bangalore, India
01.2012 - 01.2024
  • As a Senior Market Analyst/ Customer Support at London Stock Exchange Group, India, I was responsible for analyzing market trends and providing valuable insights to clients.
  • In addition, I have been part of equities research from top investment firms like Citi, JP Morgan, Morgan Stanley, Bank of America and so on.. Am well known of financial market data products like LSEG workspace, Eikon, QFS,TRKD.
  • Conducting quality checks and validation of index data feeds from multiple vendors to support portfolio analytics.
  • As part of Indies team I have executed quarterly and ad-hoc index rebalancing processes, adjusting constituent weights based on market cap, liquidity, and sector exposure.
  • Monitored corporate actions (e.g., mergers, spin-offs, delistings) and assessed their impact on index composition and weightings.
  • Setting up the consensus-based calculations from all the covering contributors globally accepted accounting principles such GAAP and IFRS.
  • FactSet, MSCI, S&P Capital IQ and major investment research firms are one of majority stake holders.
  • Resolved customer issues promptly and effectively through emails, live chats and service cloud.
  • Experience in Corporate Access, Investor Relations, or a support function in Equity Research or Sales and exposures in part of stocks and indices like Nasdaq, MSCI, S&P Global, FactSet and FTSE 100 and other majority emerging markets.
  • I actively engage with stakeholders to meticulously gather and analyse business requirements, objectives, and key performance indicators (KPIs).
  • Employing a collaborative approach, I ensure alignment between stakeholder expectations and project objectives, laying the groundwork for informed decision-making.
  • Drawing upon both quantitative and qualitative methods, I conduct comprehensive data analysis to uncover meaningful insights that drive strategic business decisions.

Education

Master of Business Administration (MBA) - Finance

JNT University
01.2010 - 01.2012

Skills

  • Financial Information Associate
  • SQL
  • Risk analysis techniques
  • Salesforce understanding
  • Customer Service
  • Account reconciliation
  • Microsoft Power BI
  • Reference data
  • Alternative data
  • Specialized knowledge in LSEG workspace, TRKD,QFS
  • Data technology
  • Industry trends
  • Derivative and Capital Markets
  • Index data

Certification

  • FIA Financial Information Associate, 12/01/19, FISD, Not Provided, Not Provided, United States, Not Provided
  • Derivative and Capital Markets Modules, 01/01/12, NSE (National Stock Exchange), Not Provided, Bangalore, Karnataka, Not Provided

Languages

English
Telugu

Custom

  • Playing Cricket
  • Cooking

Timeline

Settlement & Reconciliation Analyst

MoneyCorp
01.2024 - 09.2025

Senior Analyst/ Index data, Equity Estimates

London Stock Exchange
01.2012 - 01.2024

Master of Business Administration (MBA) - Finance

JNT University
01.2010 - 01.2012

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Sreenivasulu Kalisetty