Mahidhar Nagla

Experienced Investment and Trading Operations Analyst with over 6 years in finance, including 2 years specializing in end-to-end securities management and corporate actions. Proven expertise in leveraging advanced data analysis tools such as Power BI, SQL, Alteryx, and VBA Macros to drive process automation, enhance efficiency, and deliver actionable insights. Demonstrated ability to manage diverse asset classes and corporate actions, with a strong track record of improving operational workflows and mitigating risks.

My experience includes significant roles at Franklin Templeton Investments, where I automated manual processes, mentored team members, and optimized data accuracy. My background is supported by a PGDM in Finance & Data Analytics and multiple relevant certifications. I am adept at using tools like Bloomberg, IDC, and MSCI, and am committed to leveraging my skills to contribute to strategic decision-making and business growth.

Key Competencies:

• Securities and Asset Management
• Advanced Data Analysis and Automation
• Process Optimization and Efficiency
• Cross-functional Team Coordination
• Risk Mitigation and Operational Excellence

Eager to bring my expertise to a dynamic organization where I can drive impactful results and support continued success

Franklin Templeton Investments – Investment Trade Operations Analyst (July 2022 - Present, Hyderabad, India)

• Specializes in managing end-to-end processing of securities across various asset classes, including equities, mutual funds, and fixed income securities.
• Developed and automated processes using Power BI and VBA, enhancing operational efficiency and significantly reducing manual workload.
• Conducted audits to ensure the accuracy of deliverables and managed corporate actions to ensure compliance with regulatory standards.
• Collaborated with internal teams to mitigate operational risks and ensure data accuracy in security reference data management.

VEERANJANEYA & CO – Accounts Executive (July 2020 - June 2022)

• Assisted in statutory and tax audits for various entities, including companies and government institutions.
• Managed tax compliance and filings, including GST and income tax returns, ensuring adherence to regulatory requirements.

DG Associates – Accounts Executive (May 2017 - June 2020)

• Provided accounting services including statutory audits and tax compliance, gaining comprehensive experience in financial operations and reporting.

OMEGA BUSINESS SCHOOL, PGDM (Finance & Data analytics) 2023

ACHARYA NAGARJUNA UNIVERSITY, BACHELOR OF COMMERCE 2020