Kalpesh Jadhav

Background

About Kalpesh Jadhav

With a robust educational foundation from Sinhgad Institute of Management, where I earned my MBA in Finance, I've seamlessly transitioned into the world of finance as a Financial Analyst at eClerx. My core competencies lie in OTC derivatives, Fixed Income and Equity, a niche I've become adept in, thanks to my role’s where I work closely with CITI Bank and Morgan Stanly. My proficiency in Microsoft Excel, DTCC, GTM, CTM, Alert(SSI) and TLM(Reconciliation) further strengthens my analytical capabilities.In my current role with State Street Services, I've gained extensive experience in Trade confirmation, Trade settlement, and reconciliation. Key highlights of my responsibilities include- Spearheading trade processing, confirmations, settlements, and reconciliation, ensuring seamless operations and minimizing risk- Overseeing trade processing, confirmation, clearing, and settlement of transactions between investment managers and counterparties- Collaborating with senior management, SMEs, and various stakeholders to enhance documentation, efficiency, and controls within business processes- Interacting daily with clients, brokers, counterparties, and custodians to ensure timely and accurate trade execution- Analyzing financial positions, meeting deadlines, and making informed decisions regarding trades- Maintaining detailed reports on failed trades, amendments, and trade exceptions, while resolving client queries and discrepancies- Working closely with front and middle office teams to meet business requirements and manage operational risks.Throughout my tenure at eClerx and State Street Services, I've developed a deep understanding of fixed income settlements and derivatives markets and Equity confirmation and settlement. This experience has honed my skills, enabling me to deliver precise financial solutions and support team efforts. I'm committed to bringing diverse perspectives to the table, driving growth, and excellence in the financial services sector.