Mohit Yadav

Operations Associate

Hyderabad, Telangana, India11 yrs 1 mo experience

Most Likely To SwitchHighly Stable

Key Highlights

Over a decade of experience in capital markets.
Expert in hedge fund operations and project management.
Proven track record in building high-performing teams.

Stackforce AI infers this person is a Fintech expert with strong capabilities in hedge fund operations and risk management.

Contact

Skills

Core Skills

Hedge Fund OperationsProject ManagementTrade OperationsFinancial AnalysisCorporate ActionsAsset ManagementFinancial OperationsRisk Advisory

Other Skills

AnalysisAutomationBankingBloomberg TerminalBusiness AnalysisBusiness Process ImprovementBusiness StrategyCC++Cash and collateral managementClient relationship managementCorporate Action ToolCorporate FinanceCorporate action processingCorporate actions assessment

About

Experienced & Performance driven professional with more than a decade of work experience across multiple asset classes (equities, fixed income, currencies, derivatives, commodities, etc.) both on buy & sell side. Passionate about capital markets, innovation and solving business problems. Successfully built high-performing teams from ground up and led them to success. Having a track record of making a visible and substantial difference to organizational performance. Core Competencies in the areas of Hedge Fund Operations, Project Management, Counterparty management, Team Management, Problem Solving & Analytical Thinking.

Experience

Squarepoint capital

Operations Head - India

Dec 2021 – Present · 4 yrs 3 mos · Bengaluru, Karnataka, India

●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.
●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).
● Daily monitoring of risk (delta, Var, exposures, etc.) across funds in liaison with Quants team.
● 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.
● Supporting new business initiatives – new product release efforts, liaising with external parties, etc.
● Onboarding new SMAs and providing Ops input & sign-off for new SPV launches working alongside
Investments, Technology, Treasury, Compliance, Legal, Finance, etc.
● Partner and collaborate with key stakeholders across global business to ensure effective day-to-day trading operations.
● Hiring, training, managing staff and encouraging their career development.

Electronic trading risk managementCorporate action processingCash and collateral managementTeam managementHedge Fund OperationsProject Management

The d. e. shaw group

2 roles

Manager

Jan 2019 – Nov 2021 · 2 yrs 10 mos

>>To work in coordination with desk and support proprietary trading activities, encapsulating trades primarily for Global Macro Strategies covering structured / OTC products like Credits, Rates, ABS, TRS, FX, Forwards, Bank Debts, Converts, Repos and other FI products.
>>To manage BAU with a team size of 10, comprised of Analysts & Senior Analysts having cumulative work experience of around 40+ years.
>>To handle the entire gambit of Project tracking and Project management, involving maintaining and tracking Project Schedules, managing project procurement requirements, managing project resources, change management and control.
>>To work with technology teams as needed, by assisting in special projects & developing specifications.

Proprietary trading supportProject trackingProject managementProject ManagementTrade Operations

■Senior Financial Analyst

Jan 2017 – Dec 2018 · 1 yr 11 mos

●To ensure correct modeling of investment instruments like Credit Derivatives, Interest rate derivatives, FX (both Swaps& Options), Equities, Fixed Income Securities, Repos & other exotic derivatives in the internal systems, manage creation and valuation of products.
●To provide implementation and assess the impact of complex corporate actions (both voluntary & mandatory) on P&L & SOD processes for APAC, US & EMEA region.
●To Liaise with stakeholders & get sign-offs beforehand on upcoming complex corporate actions along with CA election process on the street for voluntary corporate actions.
●To Incorporate new Funds, oversee on-boarding process and ensure everything is in place for a Fund to go live.
●To Identify risks associated with existing processes, drive projects aiming at automation & taking up discussions with vendors & technology teams to permanently resolve recurring issues.
♦Major Projects Handled♦
► Swifts for Corporate Actions: “Easing Communication with Counterparties” by means of completely automating the Election Process for complete lifecycle of a voluntary CA event by enablement of Inbound & Outbound swift messages in CAT(Corporate Action tool) infra. Worked in liaison with Counterparties & Tech Team upon CA field Mapping , addition of new Spec & enhancements in CAT along with testing of Swift Outbound for various Swift compliant brokers in testing environment.
► Migration of Broker Communication Process (Outrights+ Swaps) from Trade Accounting Operations Team to Middle Office.
► Markit Integration: Integration of another data vendor (Markit) to CAT (Corporate Action tool) infra for voluntary & mandatory corporate actions. Worked upon Event Validations, Field Mapping and Tech Spec with Alerts & Controls.
► CAT Revamp : Worked on the enhancement of existing Corporate Action Tool in liaison with Tech team by adding more data fields, new template designs to capture all the critical information related to corporate actions.

Investment instrument modelingCorporate actions assessmentRisk identificationFinancial AnalysisCorporate Actions

Citibank india

■Wealth Manager

Oct 2014 – Jan 2016 · 1 yr 3 mos · Mumbai Area, India

●Providing end to end solution of wealth management to the given HNI & UHNI clients’ basis their risk appetite and requirements. Managing and advising on the existing investment portfolio of the HNI & UHNI clients valuing $25mn.
●Grow investment business with focus on AUM, profitability, client retention. Address client needs and built financial plans while striving to outperform and exceed prior profitability and revenues. Generating revenue out of given set of clients by increasing the pocket share with Citibank.
●Investment products typically include Mutual Funds, Complex structure products ( Debt & Equity),
Private Equity products , Primary Bonds, Corporate NCDs.
●Groom and train Relationship Managers for lead generation, products and banking processes.
●Cross sell asset products like Mortgages, Forex products, etc. to ensure Wealth Management
goals and needs are considered of clients taking into consideration their individual risk profiles.

Wealth managementInvestment portfolio managementClient relationship managementAsset ManagementFinancial Operations

India forex advisors pvt. ltd.

■ Treasury Consultant - Risk Advisory Group

Mar 2014 – Sep 2014 · 6 mos · Mumbai Area, India

●Analysis of economic indicators (Indian and global and offering fundamental as well as technical views on various currencies.
●Create and evaluate trading and hedging strategies through derivative products like forward, option and swap.
●Identifying and understanding the FX risk in business transaction for the corporate.
●Preparing Forex, Risk Management Policies and Hedging strategies specific to client's FX risk.
●Advising on the exposure of more than $500 million in forex transactions of corporate.
●Formulating pricing and risk models for the clients.
●Provide guidance to client on usage of currency market volatility and regulatory requirements.

Economic analysisTrading strategiesRisk managementRisk AdvisoryFinancial Analysis

Punjab national bank

■Internship

Mar 2013 – Jun 2013 · 3 mos · New Delhi Area, India

♦Project Appraisal of MSME , Debt Restructuring and Subsidies For MSEs.♦
Worked on live projects to understand the below:
●To judge the technical and economic viability of the project.
●To analyze the technical and legal due diligence in the project appraisal process.
●To understand the Risk Scoring Mechanism at Punjab National Bank.
●To understand the mechanism of Debt Restructuring for MSEs.
●To evaluate the Non-Performing Assets at Punjab National Bank.
●To examine the reasons for NPAs and their preventive measures.
●To analyze the scope and reach of government’s subsidy schemes for MSEs.

Project appraisalDebt restructuringRisk scoring