Vishal Reddy
Cork
Summary
Highly motivated and results-driven finance professional with over 5 years of experience in financial analysis, strategic planning, and investment management. Proven track record in driving financial performance through meticulous financial modeling, market analysis, and strategic initiatives. Adept at managing complex projects, evaluating investment opportunities, and providing actionable insights to senior management. Strong communicator and team player, committed to optimizing financial processes and achieving business objectives. Seeking to leverage expertise in a dynamic and growth-oriented organization.
Overview
4
4
years of professional experience
Work History
Intermediate Representative, Client Services
BNY Mellon
Cork
02.2022 - Current
- Monitoring daily cash-flow production for CLO deals, as well as tracking and updating loan and bond trades, with a strong focus on adherence to agreed settlement dates
- Collaborating with the Client Service Manager to produce and assess monthly reports, enabling effective identification and resolution of any discrepancies.
- Carrying out all value bearing instructions by facilitating the movement of funds, securities and other assets
- Processing internal transfers and foreign exchanges for the clients' accounts
- Served as a reliable point of contact for both the cash team and clients, providing prompt responses to their inquiries
- Managed a portfolio of high-value clients, providing personalized support throughout their lifecycle.
- Assisted in onboarding new clients, including setting up accounts and providing training on product usage.
- Prepared reports summarizing activity within assigned portfolios for submission to clients on a monthly basis.
- Coordinated with other departments within the organization such as accounting or risk management in order to ensure accurate record keeping.
Credit Risk Analyst
Logitech
Cork
04.2021 - 02.2022
- Controlled credit exposure by providing financial order management support to minimize risk and obtain timely payment
- Utilized customer data, including financial statements, to assess credit risk levels when extending credit.
- Ensured SOX narratives are thoroughly adhered to & carried out relevant controls
- Demonstrated compliance with internal controls and government regulations
- Placed customer accounts on hold due to past due payments
- Monitored the performance of existing loans, lines of credit, and other debt instruments.
- Reviewed customer contracts to ensure both Credit Management & Revenue Recognition policies and guidelines are followed.
- Performed thorough due diligence reviews prior to extending new lines of credit or entering into agreements with third parties.
- Reviewed internal processes related to credit risk management and recommended improvements where necessary.
Customer Service Advisor
Capita Customer Solutions
Cork
08.2020 - 03.2021
- Client: PrePayPower
- Administered inbound inquiries query assessing customer's needs to ensure their satisfaction
- Maintained detailed records of customer interactions and acted as in charge of customer account details
- Implemented the company's communication procedures and policies
- Projected a professional and customer-focused impression of the company.
Education
Masters in CorporateFinance -
University College Cork
08.2020
Bachelors of Technology In Information Technology -
Jawaharlal Nehru Technological University
07.2019
Skills
- Financial Analysis
- Financial Reporting
- Credit Analysis
- Financial Management
- Banking operations
- Investment Management
- Securities Processing
- Asset Servicing
- Accounting
- Cash Management
- Portfolio Management
Details
Cork, Ireland, 0899734238, vishal.reddy47@gmail.com
Languages
- English
- Hindi
References
References available upon request.
Timeline
Intermediate Representative, Client Services
BNY Mellon
02.2022 - Current
Credit Risk Analyst
Logitech
04.2021 - 02.2022
Customer Service Advisor
Capita Customer Solutions
08.2020 - 03.2021
Masters in CorporateFinance -
University College Cork
Bachelors of Technology In Information Technology -
Jawaharlal Nehru Technological University
Similar Profiles
ANKUR WADHEANKUR WADHE
Associate I at Bank of New York Mellon (BNY Mellon)Associate I at Bank of New York Mellon (BNY Mellon)
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
Sonali VetalSonali Vetal
Associate Quality Engineer at BNY Mellon TechnologyAssociate Quality Engineer at BNY Mellon Technology