Vikas Doddapaneni Email and Phone Number

• Manage a team of two analysts providing support for the Global Investments & Solutions team through administration and reconciliation of monthly client transactions (capital calls, distributions, subscriptions, redemptions, & transfers) and valuations for alternative investments. • Extensive liaison with upstream data providers (private equity funds, hedge funds, & fund administrators) with a focus on root cause to ensure their data meets stringent controls around client reporting.• Responsible for addressing and prioritizing all broker queries relating to their clients’ physical and online statements for alternative investments. • Liaise with technology and infrastructure on a daily basis to identify systematic issues and determine root causes for problems that affect the wealth management reporting and trade booking systems.

• Support day-to-day support of trading activities for 32 internal and external portfolio managers within the Separately Managed Accounts platform.• Perform daily P&L reconciliations between Barclays trading books and trade booking/accounting systems• Input non STP trade bookings, trade enrichments and trade completions for desk, as well as position and price amendments, product set-up and maintenance.• Verify the correct pricing of various products and ensure they are correctly setup and properly post coupon/interest/dividend payments. • Ensure market event items/corporate actions (tender offers, spinoffs, stock dividends, mergers) are properly calculated and accurately paid out.• Certify all trades have been booked accurately and any discrepancies are escalated and resolved in timely manner.• Manage life cycle events on trading positionsie manual settlement of foreign securities in international markets.• Mitigate Operational Risks associated with Middle Office processes and ensure Control Framework• Review and improve MO process efficiency.• Work with Technology Department to raise system issues and enhance applications for robust control environment and operational efficiencies• Work with other internal departments when required. (e.g. Compliance, Legal and Risk Department)

Develop and maintain close relationships with 10 money managers through proactive measures and operations support using Security APL.Provide support to the relationship team to ensure smooth conversions with new clients.Work directly with the Partner's of a firm with approximately $6.5 billion in a fully-invested large cap growth strategy.Have a close day to day relationship with client who recently signed on with a new 5 year contract with SEI.Work with team to reconcile over 500 Institutional accounts on a monthly basis.Process receives and delivers of both cash and securities on a daily basis.Analyze cash and position reports, negative cash reports, and cash shortfall reports for both galaxy and non-galaxy relationships and report back to money managers.

Develop and maintain back office solutions to investment managersReconcile portfolio holdings to sponsor firm books and records through review of exception and cash/securities flow reports. Work with the sponsor firms as well as back office to ensure accurate account data.Support client service group with resolving Financial Advisor inquiries and accounting issuesFacilitate operational-related branch correspondenceProcess client account activities such as cash and security deposits and withdrawals in accordance with departmental guidelines without errorProcess daily reconciliation of trading activity and trade settlement issue resolutionProvide support to the client relationship team to ensure smooth conversions with new clientsAssist with identifying, creating, and testing processes and procedures in an effort to reduce trade errors and create efficiencies

Provided technical financial assistance for one of the largest full-service mutual fund transfer agent and fund accounting providers in the United States.Managed relationships as a liaison between sponsors and trade desk.Responsible for opening new accounts and termination of accounts as well as quality control for all new accounts.Created time sensitive daily reports regarding new accounts, terminations, and special requests to trade desk. Monitored quality control of work for a group of three, which insured a high level of accuracy.Examined accounts to insure they were following the proper investment strategy and worked on monthly quality control projects to ensure high accuracy and efficiency of work.