Vishwas R Hegde

Operations Associate

Bengaluru, Karnataka, India1 yr 11 mos experience

Key Highlights

  • Expertise in end-to-end trade lifecycle management.
  • Strong track record in client relationship management.
  • Proficient in trade settlement and operational efficiency.
Stackforce AI infers this person is a skilled professional in Investment Banking and Financial Operations.

Contact

Skills

Core Skills

Investment Banking OperationsTrade Settlements

Other Skills

Primary syndicationTransfer AgencyClient ServicesTeam MotivationMicrosoft OfficeMicrosoft ExcelMicrosoft WordTeam ManagementTeam BuildingTime ManagementStrategic ThinkingProblem SolvingForeign exchange operationsMutual funds OperationsTrade Operations

Experience

1 yr 11 mos
Total Experience
1 yr 11 mos
Average Tenure
1 yr 11 mos
Current Experience

Deutsche bank

3 roles

Senior Analyst

Promoted

Feb 2026Present · 3 mos · Hybrid

  • Results-driven Senior Analyst with expertise in end-to-end trade lifecycle management across loan syndication and secondary markets. Leading agency review, settlement execution, and post-trade operations while ensuring accuracy, risk control, and operational efficiency.
  • Strong track record in client relationship management and primary syndication support, effectively handling complex queries and driving seamless trade execution across global markets. Proficient in trade settlement, cash & fee reconciliation, KYC, and control frameworks.
  • Recognized for delivering under tight deadlines, improving processes, and maintaining high-quality reporting standards. Actively contribute to team success through BAU oversight, control governance, and mentoring new joiners to build a high-performing team.
Primary syndicationTransfer AgencyClient ServicesTeam MotivationMicrosoft OfficeMicrosoft Excel+24

Trade and transaction Analyst

Promoted

Jun 2024Present · 1 yr 11 mos · Hybrid

  • As a third party agent , started to managing agency review side which involves reviewing the trade and giving settlement date coordination to clients and maintaning good relationship with clients and handling complex queries in Luxemburg and london trading activities and post and pre settlement activities will be taken care of.
  • In this role particularly managing client relationship and handling primary syndicaton . Make sure clients to ensure the smooth flow with the proccess
  • Handling the trade settlement process [back office operations] which involves recording day to day trading activity and the recording positions of client in the system, managing and investigating all the transactions and reconciliation of cash,transfer fee management, KYC checks ,admins checks, taking care of post settlement task and resolving issue,mantaning clean records of the clinets.
  • Taking care management reporting and finiancial position activities. Mantaning good rapport with borrower ,agents and clients make sure on time delivering trades settling on the clients need. Handing of control trackers to ensure that the team is currently and are on the top of their BAU and proving tranings for new joiners and making them strong on the knowledge side.
Investment banking operationsPrimary syndicationClient relationship managementTrade settlement processBack office operationsCash reconciliation+4

Cwr

Aug 2023Jun 2024 · 10 mos · Hybrid

  • Handling the trade settlement process [back office operations] which involves recording day to day trading activity and the recording positions of client in the system, managing and investigating all the transactions and reconciliation of cash,transfer fee management, KYC checks ,admins checks, taking care of post settlement task and resolving issue,mantaning clean records of the clinets.
Microsoft OfficeMicrosoft Excel

Education

Dayananda Sagar Institutions

Bachelor of Commerce - BCom — Accounting and Finance

Jun 2019Dec 2021

Modern English school

SSLC

Apr 2006Jan 2016

Imarticus learning

Investment banking operations

Oct 2022Apr 2023

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