Joel Lucas

10 years in Treasury/Investment Analyst/ Securities Analyst/Fund Accounting/Investment Banking/Finance.

India | Financial Services / Banking / Broking / Forex / Investment

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Result oriented professional with a distinctive track record of nearly 10 years in Treasury/Investment Analyst/ Securities Analyst/Fund Accounting/Investment Banking. Demonstrated excellence in managing end-to-end operations related with Banking & Financial Domain including: - Budgeting - Cash Management - Settlement - Portfolio Management - Accounting - SWIFT - Internal & External Audit - Project Management - Clearing Operations - Treasury - Custody - Risk and control - Reporting / MIS - Reconciliation - Investment/Securities Adept at developing procedures, service standards and operational policies, with a proven track record of planning & implementing effective control measures to reduce running costs. Keen customer centric approach with skills in addressing client priorities and resolving escalations within prescribed TAT, thereby attaining client delight and high compliance scores. Cross-Functional Team Player with excellent interpersonal, communication, analytical and planning skills with proven abilities in people management and client relationship management.

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