Atish Bhosale

Leadership and Collaboration: Demonstrated ability to lead and collaborate cross-functionally, fostering high-performing teams and driving successful project outcomes. Problem-Solving and Decision-Making: Skilled in identifying challenges and implementing effective solutions quickly to minimize disruptions and optimize team productivity. Results-Oriented: Demonstrated success in achieving team targets and KPIs, improving efficiency, and driving continuous improvements in processes and performance.

Conflict Resolution: Proven track record of managing conflict within teams and resolving issues in a way that maintains morale and strengthens team dynamics.

Strategic Planning and Execution: Ability to develop and implement strategies that align with company objectives, driving team success and organizational growth.

Adaptability: Able to adjust leadership style based on the needs of the team and organizational changes, ensuring sustained success in fast-paced or evolving environments.

Team Leader at State Street Pvt Ltd (2017-10 – 2025-03)

• Process timely and accurate execution of Corporate Action and Income transactions, including cash events (mcal pcal drawing) and non-cash events (mergers, tenders, purchase offers, stock splits) across equities, bonds, and hedge fund products.
• Maintain a strong understanding of both Mandatory and Voluntary Corporate Actions and their impact on client holdings and settlements.
• Review, interpret, and process various Corporate Action notices; ensure compliance with market deadlines and standards.
• Resolve breaks related to Corporate Action events by identifying root causes and implementing corrective actions across settlement systems.
• Utilize third-party tools such as Bloomberg, DTCC, IDC, and internal systems for accurate processing and validation.
• Conduct daily reconciliation of client positions and cash movements; investigate and resolve discrepancies with custodians and clearing agents.
• Serve as a key liaison between internal teams, counterparties, and global interfaces to ensure smooth resolution of corporate event-related queries.
• Take ownership of deliverables, ensuring adherence to SLA timelines and internal review processes.
• Support process continuity by ensuring proper back-up coverage and cross-training within the team.
• Mentor junior staff and act as a subject matter expert (SME) for complex corporate action queries and escalations.
• Perform regular review and updates of SOPs to reflect process changes and maintain control standards.
• Implement and monitor various risk control checks to mitigate exposure due to mismatches or incorrect postings.
• Prioritize and resolve critical and time-sensitive issues in a high-volume trading environment.
• Escalate unresolved issues and track them to closure through effective action planning.
• Prepare and maintain accurate MIS report
• Managed Custody Only Team (6 Members): oversaw custody-related operations for multiple clients, ensuring 100% accuracy in processing, tracking, and reconciliation of assets, maintaining compliance with regulatory standards. Led team to consistently meet deadlines and improve operational efficiency.
• Managed PIMCO Spring Team (3 Members): coordinated tasks, streamlined workflows, and ensured delivery of high-quality results, collaborating closely to address complex challenges and provide innovative solutions.

Data Analyst at Cogencis Information Services Ltd (2015-03 – 2017-10)

• Responsible for IPO activity: tracked IPO related information and created historical database in system.
• Maintained monthly and daily basis MIS reports.
• Handled Corporate Action activities such as Bonus share, Split of share, Spin off etc.
• Managed project activities of financial data for Indian and Indonesian markets.
• Analyzed interim, annual, and other regulatory financial reports for publicly listed companies and validated financial information.
• Interpreted company reports including financial statements (Income Statement, Balance Sheet, Cash flow Statement), schedules, Forex, Finished goods, Raw Material & Charge Document, and nonfinancial information.
• Verified financial ratios and key values generated in backend to identify strengths and weaknesses.
• Verified generated Common Size Statement on Cogencis terminal and all financial data related to companies.
• Worked on financial reports of publicly listed companies sector-wise (Banking, Insurance, Non-banking).
• Managed and coordinated work with team members; followed up on work assignments with junior team members.
• Conducted training & development in financial reporting process for new employees.

PGDM in Finance – Mumbai University (2014 – 2014)

TY B.Com – Mumbai University (2013 – 2013)