ANURAG MANTRI

Operations Associate

Bengaluru, Karnataka, India14 yrs 7 mos experience

Highly Stable

Key Highlights

11 years of diverse investment management experience.
Expertise in equity derivatives and risk management.
Strong analytical skills with a focus on financial modeling.

Stackforce AI infers this person is a Fintech professional with strong investment management and risk analysis capabilities.

Contact

Skills

Core Skills

Portfolio ManagementFinancial Risk ManagementResearchEquity Research

Other Skills

AccountingAnalyticsBankingCash ManagementCommodity MarketsCorporate ActionsCurrency FuturesDerivativesEconomic AnalysisEconomicsEquity DerivativesEquity ValuationFinanceFinancial ModelingFinancial Reporting

About

A highly motivated and result oriented youngster with experience in financial field and corporate exposure, Well-versed in using tools to support risk analysis with good knowledge of financial management. Seeking a learning, challenging & progressive opportunity in a reputed organization which could provide with sufficient opportunities to apply academic knowledge as well as enriched experience for achieving organizational goal and personal enrichment. Performance driven, dynamic and proactive investment management professional with 11 years of Equity, Fixed Income, Hybrid, ETF and Balanced funds experience. Core Competencies in the areas of Middle Office, Portfolio management.

Experience

Squarepoint capital

Operations Team Member

Jan 2023 – Present · 3 yrs 2 mos · Bengaluru, Karnataka, India

● Managing India Equity Derivatives business, margins & funding, delivery obligations, SLB segment, etc.
● Oversee corporate action elections & processing across asset classes for APAC & EMEA.
● Oversee monitoring of FX, Futures, Bonds T0 matching intraday and cash equity/CFD matching at EOD.
● Oversee T+1 reconciliations of trade, cash, position, market value & EOD recons between internal & admin positions.
● Oversee daily monitoring of upcoming F&O expiries, cash equity/bond fails & fail resolution.
● Handling intraday margin calls for ID markets & overseeing margin checks (internal estimation vs broker actuals).
● Build and maintain strong relationships with various prime brokers and custodians.
● Sign-off pilots for new trade flow setups - new markets, new asset-classes, new counterparties & order-gateways.
● Oversee cash & collateral management to manage capital efficiency & reduce financing costs for funds using leverage.
● Managing month end accounting processes, accruals and financing and stock loan charges, reviewing aged and high value breaks, PB billing, paying commission invoices, financing netting rebates, dividend rebates.
●Managing the firm’s electronic trading risk for high/low touch equity, Equity Swap, IRS, Futures, FX, Options, Repo, Fixed Income, Commodities, OTC (Vol/Var swap, swaptions),etc.
● Partner and collaborate with key stakeholders across global business to ensure effective day-to-day trading operations.
● Training, managing staff and encouraging their career development.

Equity DerivativesRisk ManagementCash ManagementCorporate ActionsTrade ReconciliationStakeholder Management+2

Franklin templeton

2 roles

Manager

Promoted

Dec 2020 – Jan 2023 · 2 yrs 1 mo

Assistant Manager

Jun 2014 – Dec 2020 · 6 yrs 6 mos

Iifl (india infoline group)

Summer Intern

Mar 2013 – May 2013 · 2 mos · Hyderabad

Trace the trends in major economies of the world and analyze their future outlook using EIC approach.
Analyze the impact of various economy in determining the potential of Pharma sector.
To determine the performance of Pharma sector on the basis of study conducted.
Forecast out performer and under performer stocks on the basis of sector analysis.
To perform the fundamental analysis on stocks using DCF method and Peer Comparison Method.
Present investment recommendations supported by a comprehensive and thoughtful research process.

Economic AnalysisFundamental AnalysisStock ForecastingResearch

Finstreet

Research Fellow

Jun 2012 – Feb 2014 · 1 yr 8 mos · Hyderabad Area, India

Vriddhi Research-Student Managed Investment Fund at IBS Hyderabad.
Currently involved as an Alumni, in the quarterly seminars & sessions of the Investment Fund, sharing personal & professional views on topics related to the Indian Capital Market.
Member of the fund and appointed as the Sector Head (2012-14)
The key responsibilities involved preparing company reports, industry outlook and mentoring the juniors with the structure of industry and guide them towards tracking companies in the pharmaceutical
industry. (2012-14)

ResearchInvestment Fund ManagementMentoringIndustry Analysis

United tradelinks pvt limited

Analyst

Apr 2011 – May 2012 · 1 yr 1 mo · Pune Area, India

Independently perform equity research and analysis.
Compile data from multiple sources to develop detailed financial models.
Present investment recommendations supported by a comprehensive and thoughtful research process.
Work as a trader in Equity, Futures and Options, Agri and Non-Agri Commodities and Currency
instruments.

Equity ResearchFinancial ModelingTrading