Devaraj Kamble

Investment Banking Operations professional with 3+ years of experience in Tax Reporting, Tax Reclaim Operations, Capital Markets, Payment Processing, Reconciliation, and Regulatory Compliance within a global banking environment. Experienced in SWIFT payments, FX processing, Nostro reconciliation, corporate actions, client servicing, and operational risk management. Strong knowledge of international tax regulations, process automation, and cross-functional collaboration to deliver accurate and timely financial operations.

Investment Banking Operations Specialist - Bank of New York - Pune

(2022-08)

• Process tax reclaim payments through PSS and Nexen (FCMV) with accurate transaction execution.
• Handle FX conversions and client-initiated FX requests with correct pricing and fund allocation.
• Perform daily Nostro, TLM, and cash reconciliations, resolving inflow and outflow exceptions.
• Execute SWIFT payment and settlement transactions while ensuring operational compliance.
• Manage end-to-end Tax Reclaim operations for Swiss and UK (GB) markets under DTT regulations.
• Review UCITS, COR, and BOD documentation to support compliant tax reclaim submissions.
• Coordinate with Corporate Actions and Securities Lending teams to resolve dividend entitlement discrepancies.
• Investigate reconciliation breaks, operational exceptions, and high-risk transactions for timely closure.
• Prepare KPI reports, reconciliation summaries, and operational MIS for management review.
• Collaborate with global stakeholders and technology teams to automate manual processes and improve efficiency.
• Conduct quality checks, maintain SOP compliance, and support internal audit requirements.
• Resolve client queries and escalations within SLA while maintaining high service quality.

MBA - Finance & Marketing - IBMR Business School (2020)

Bachelor of Commerce - Finance - Arts & Commerce College (2018)