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Rohit Surve

Rohit Surve

Analyst – Fixed Income & OTC Derivatives · Smartstream Technologies

4years’ experienceLinkedIn

About

Analyst – Fixed Income & OTC Derivatives | Smartstream Technologies April 2024 – Present Reconcile fixed income and OTC derivative trades daily against counterparty and source records, resolving discrepancies within SLA and sustaining 99.7% accuracy on a high-volume, multi-client book. Liaise directly with clients and internal desks to clarify and resolve flagged breaks, maintaining a clear audit trail for every exception handled. Identified a gap in the team's exception-handling process and redesigned it, cutting recurring breaks by 25%. Led an end-to-end redesign of data flow and reconciliation checkpoints, removing 30% of manual touchpoints and saving clients ~₹15 lakhs annually. Produce daily and weekly MIS via Tableau dashboards to track exception trends and reporting turnaround, used by clients and internal stakeholders. Perform data validation ahead of settlement cut-offs to catch issues before they reach clients, and escalate unresolved items in line with regulatory and SOP requirements. Real Estate Data Analyst | MSCI July 2022 – November 2023 Ran multi-parameter validation checks on index data ahead of live publication, holding 98% pre-publication accuracy against tight daily deadlines. Investigated and resolved data discrepancies flagged during validation, cutting client-reported issues by 40%. Coordinated with stakeholders across regions to resolve queries, improving resolution turnaround time by 35%. Business Analyst | Veerraghavan & Associates July 2021 – July 2022 Analyzed banking customer data against expected patterns to flag discrepancies, improving overall data accuracy by 15%. Audited banking files and credit reports for inconsistencies, reducing credit reporting errors by 20%. Coordinated with credit managers on client query resolution, improving turnaround time by 25%.

Looking for

Looking for the job change in tech + finance company where I can grow my knowledge and grow my self and company as well. In the path of learning vibe coding, python and sql also alredy using this tools of ai like cloud, copilot. In product knowledge have experience and knowledge about the investment banking products and operations part in there also I can add the value .

Skills

OTC DerivativesFixed Income & SwapsTrade Life CycleDocumentation & ControlsMulti-Parameter ValidationRegulatory ComplianceDiscrepancy InvestigationAdvanced ExcelTableauPower BISQLVBAPythonAML/KYCRisk ManagementReconciliationCommunication

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