Akshay Vaidya

Angestellt, Customer Service Team Leader, Northern Trust Corporation
Abschluss: Masters of science, University of Wales
Erwitte, Germany

Skills

Management
Customer service
Investment banking
Asset Management
Leadership
Key Account Management
Currency
Process Optimization
People Management
Leadership skills

Timeline

Professional experience for Akshay Vaidya

  • Current 3 years and 11 months, since Sep 2021

    Customer Service Team Leader

    Northern Trust Corporation

    · Managing day to day investment queries for Investment Managers & Clients · Providing Custodian Services in resolving issues for Trades, Corporate Actions, Settlements, Foreign Exchange, Tax, Security Setups/ Account Setups and many more activities. · Single point of contact for clients & IMs in the bank for all their investments queries with Custodian. · Preparing and maintaining Service Level Agreement, Key Performance Indicators, Productivity/Capacity Utilization Matrix for the team.

  • 2 years and 5 months, May 2019 - Sep 2021

    Team Leader

    State street HCL services

    · Managing Equity Trades Settlements, Cash & FX Non-receipts for US Based Client. · Primarily Monitoring Unmatched Trade Fails and Cash Settlements and FX Non-receipts · Responsible for Fail Trade Reporting with highest level of accuracy along with timely delivery of reporting · Liaising with Internal and external stake holders for resolution of Trade and Cash & FX fails. · Responsible for Managing Daily/ Quarterly & Annual Task (Attendance/ Claims/ Appraisals) for my Team

  • 5 years and 1 month, May 2014 - May 2019

    SENIOR REPRESENTATIVE/ PROCESS LEAD

    Bank of New York Mellon

    Senior Representative/ Process Lead · To setup inbound records (Accounts) in TradeFlow to receive trades from IM. · Setup linkage of Brokers in Omgeo - CTM & WebSTP for matching Domestic & Global Trades. · Setup Inbound & Outbound records in TradeFlow for Straight through Processing of Trades. · Responsible to identifying and reporting Zero Day Breaks and Missing Transactions for Cash & Position Reconciliation.

Educational background for Akshay Vaidya

  • 1 year and 1 month, Oct 2012 - Oct 2013

    Investment Banking

    University of Wales

Languages

  • English

    Fluent

  • German

    Basic

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