Sathyavathi Chakrapani
Senior Financial Assistant
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About
I am an Investment Banking Process Associate with 3+ years of experience in trade settlements, reconciliations, and corporate actions. I have actively contributed to process improvements and recently worked on automation projects using tools like Alteryx and Excel macros to streamline manual workflows. With a keen interest in optimizing financial operations, I’m now looking to grow in roles that combine finance knowledge with automation and data-driven decision-making.
Experience
I am an Investment Banking Process Associate with 3+ years of experience in trade settlements, reconciliations, and corporate actions. I have actively contributed to process improvements and recently worked on automation projects using tools like Alteryx and Excel macros to streamline manual workflows. With a keen interest in optimizing financial operations, I’m now looking to grow in roles that combine finance knowledge with automation and data-driven decision-making.
Education
I hold a Bachelor’s degree in Commerce and have completed a certification course in Capital Markets and Collateral Management (CBOP) from MRT Curls. I am also actively upskilling in areas like Excel automation, Power BI, and Python to support my interest in process automation within investment banking.
