J SRIDHAR
Hyderabad
Summary
Results-oriented and seasoned Private Equity Investor Relations Professional with a proven track record of success spanning over 10 years. Adept at building and maintaining strong relationships with investors, managing fundraising efforts, and providing strategic guidance to enhance investor satisfaction and drive financial success.
Overview
11
11
years of professional experience
Work History
Senior Analyst
CITCO LLP
01.2022 - Current
- ·Managed day-to-day investor inquiries, ensuring timely and accurate responses.
- ·Dealt with Private Equity Investor relations, and operations.
- ·Assisted in all kinds of trades like Subscription, Transfer, Switches and preparation of Statements, Capital Cal Statements, K1 Tax Statements, Distributions, Val Creator Trades, Cal Investor Setup.
- ·Taking care of priorities email and make sure to be completed on time.
- ·Liaising with onshore and local office team for different requirements related to missing documents and info.
- ·Handling all kind of ad hoc work provided by local office.
- ·Analyzed customer concerns and provided resolutions accordingly.
- ·Ensured accuracy of funds' trades and all other transaction
- ·Organized and participated in investor meetings and conference calls to address queries and provide updates.
- ·Providing training and assisting new joiners related to process and procedure.
- Getting cross training in other parts of CI Team.
Senior Analyst
WIPRO LIMITED
07.2016 - 12.2021
- Managed day-to-day investor inquiries, ensuring timely and accurate responses.
- Dealt with Mutual fund transactions and operations.
- Assisted in the preparation of Statements, distributions, High Dollar trades
- Booked trades and settled trade requests received by trade dealers or brokers.
- Prepared wire transfer instructions in accordance with investor instructions.
- Recorded and reconciled all inflows and outflows of funds due to purchase and redemption of shares.
- Ensured accuracy of funds' trades, cash transactions, and corporate actions.
Relationship Manager (Equity Dealer)
RELIGARE SECURITIES LTD
04.2015 - 09.2015
- · RELIGARE SECURITIES LTD: Relationship Manager (Equity Dealer) - April 2015 to September 2015.
- · Dealt with Indian Equity Market.
- · Managed day-to-day investor Equity and derivative trades.
Business Development Executive
Money Capital Height Research Pvt. Ltd
01.2014 - 12.2014
- Dealt with Indian Equity Market.
- Managed day-to-day investor Equity and derivative trades.
Account Process Executive
Greet Technologies Pvt Ltd:
08.2012 - 11.2013
- Dealt with Tally ERP Accounting software, providing solutions to the customer related to software.
- Managed Day to day updates and Analysed customer concerns and provided resolutions accordingly
Education
12th 60% -
AP Board
Visakhapatnam, India04.2017
MBA 63% - Finance
Bharthiar University (IIBS Bangalore)
Bilaspur, India05.2013
BBA 64% -
Guru Ghasidas University Bilaspur C.G.
Bilaspur, India06.2011
10th 57% -
AP Board
Vizianagaram, India05.2005
Skills
- NCFM Certification in Derivatives Market (Dealers Module)
- Tally ERP 9 Certificate
- PGPBM ‘A' Grade Certification in Banking and Insurance from International Institute of Business Studies
- SAP Basic Module Certificate
Strengths:
- Good analytical, logical, and reasoning skills.
- Positive attitude.
- Ability to learn faster.
- Can work in a team for better performance but also individually.
- Sound knowledge about Capital Market, Money Market, Venture Capital, Investment Banking, Hedge Fund, Private Equity, and Basic knowledge of accounting.
Personal Details:
- Name: J Sridhar
- Father's Name: J Srinivasa Rao
- Date of Birth: 22nd May 1989
- Religion: Hindu
- Nationality: Indian
- Marital Status: Married
- Languages Known: Hindi & English (Read, Write & Speak), Telugu (Speak)
- Permanent Address: #14/488 L-3 Vidya Nagar Bilaspur 495001
Timeline
Senior Analyst
CITCO LLP
01.2022 - Current
Senior Analyst
WIPRO LIMITED
07.2016 - 12.2021
Relationship Manager (Equity Dealer)
RELIGARE SECURITIES LTD
04.2015 - 09.2015
Business Development Executive
Money Capital Height Research Pvt. Ltd
01.2014 - 12.2014
Account Process Executive
Greet Technologies Pvt Ltd:
08.2012 - 11.2013
12th 60% -
AP Board
MBA 63% - Finance
Bharthiar University (IIBS Bangalore)
BBA 64% -
Guru Ghasidas University Bilaspur C.G.
10th 57% -
AP Board
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