Aditi Salwan

Heading 2 product lines - Transfer Agency and Investor Client Portal with a cross functional team size of 50+ FTE at NAV Fund Administration group (NAV consulting) which is a product based firm catering to cost effective and tech focused fund administration services and solutions.

Product Management:

• Drafted product vision and strategy for Transfer Agency and NAV's client facing products both on Web and Mobile App.
• Conducted continuous evaluations to improve products and user experience.
• Spearheaded collaboration across multidisciplinary teams to bring products to market.
• Collaborated with sales, marketing and support teams to launch products on time and within budget.
• Prioritized product backlog to achieve NAV's goals and targets.
• Conducted market research and competition analysis to ensure product features are in line with market demand.
• Assessed vendor products and maintained positive vendor relations.
• Defined and analyzed metrics to measure product performance.
• Conceptualized and deployed enhanced product features.

Key projects:

• Reduced operations time and maximized revenue by reducing 50% of investor onboarding time streamlining processes, digitizing and leveraging ML.
• Turned around client feedback from a poor to excellent rating on investor communication by introducing in-app comments section reducing dependency on emails.
• Launched a customer feedback integrated mechanism in-app to improve on SLA's and provide an excellent CX.
• Designing an NLP integrated Ticket processing system that aims to bucket requests raised automatically to reduce manual efforts of operations team.
• Redesigned Transfer Agency UI/UX and implemented new modules in the product to store documents and PII information securely, avoid data redundancy and duplicity, focus on generic APIs for easy upstream and downstream consumption and streamline user journey.

Stakeholder Management:

• Maintained relationships with clients to ensure product feature delivery meets their expectations.
• Aligned internal stakeholders - Head of engineering, Head of operations, Chief Product Officer on the product vision and strategy.
• Coordinated design meetings and decisions across internal departments and teams.

Leadership and Program Management:

• Set goals, formalized policies and enforced operational standards to maximize team performance, address risks and ensure timely feature delivery
• Coached and mentored junior staff to maximize Product department capabilities.
• Led key digital transformation and automation projects to reach NAV's growth goals of maintaining 3X growth annually.
• Recruited high-achieving team members for enhanced department performance.
• Coordinated project planning and execution with team members and team leads and executed projects using Agile methodologies.

Managed an umbrella of investor relations product of Arcesium's post trade service platform with annual product development budget close to $2M and led a team of 3 product managers and a cross functional team of 30 FTE.

Product Management:

• Launched MVP of a cloud based multi-tenant transfer agency application which will support a gamut of users with varied access privileges and BI capabilities
• Performed market research, competition analysis, cost benefit analysis to define product vision, strategy, and product offerings, create product roadmap and derive MVP launch features
• Managed multiple cross functional teams: Dev, QA, UI/UX, Analytics, Sales & Platform to ensure seamless product transition through all phases of product lifecycle
• Prepared go-to-market strategy of the new product, facilitated marketing team in building the product brochure and created the help manual with help of team
• Integrated application with in-house data vault to ensure safeguarding PII data and be GDPR compliant
• Ensured application has backward compatible API's for ease of third party integration
• Improvised on existing processes by re-defining workflows by understanding user pain points through user interviews
• Focused on launching a zero-touch application reducing support costs by 2 FTE
• Saved 60k USD YOY expenses by revamping the existing investor reporting process by using an in-house tool
• Successfully delivered a modular authorization framework to provide permissions at granular level in the investor facing web portal for better user access management
• Introduced MFA (multi-factor authentication) in the application
• Launched an automated secure data upload feature for a user facing portal reducing the processing time by 80%
• Enhanced user experience by integrating third party software Vimeo as video player for better video analytics

Stakeholder Management:

• Conducted CMB (change management) meetings weekly with client to understand changing or new priorities
• Relationship management with clients to ensure customer satisfaction
• Prepared presentations to provide quarterly updates to CEO/senior management
• Conducted weekly scrum of scrums for internal coordination, risk remediation, query resolutions
• Collaborated with sales and product consulting group to ensure smooth customer onboarding

Leadership and Program Management:

• Performed expense monitoring and submission of budget change requests
• Responsible for change management as part of program governance
• Performed risk analysis, monitoring and control and developed contingency and mitigation plans with stakeholders
• Took initiative to build a total cost of ownership template to be used across the product group to assist in understanding whether to build the feature in-house or buy a vendor tool or not build the feature at all
• Participated in internal product group initiatives to bring better processes and reduce knowledge gaps within the team.
• Developed product documentation to communicate and align key components of upcoming features and products to internal teams.
• Helped incorporate product changes to drive customer engagement and firm profits.

Led product management and development of Fidelity's in-house portfolio reporting application

• Delivered a web portal from where Fidelity portfolio managers, research analysts and business analysts' access and download fund factsheets - fund performance, fund information
• Increased user base of product by 10x in 1 year by giving demos and presentations of product across organization.
• Coordinated with UI/UX to design the web portal
• Defined features of the portal - authenticated login, advanced search function, notification mechanism once monthly report is available via email, download report and share report, access historical data, report comparison feature
• Enhanced real-time data access capabilities to users by delivering a fund reporting platform using OBIEE which included onboarding fund reference data, ESG data, fund performance data, fund valuations and risk data onto OBIEE. The data was pruned, enriched, and applied with logics to make it report-ready and used to create customized and user defined analytical reports.
• Communicated with onshore team to understand new requirements, create user stories, prepare data models/data maps/flow charts/ mockups as per requirements and manage product backlog.
• Led a team of 4 analysts to manage the in-house reporting platform.
• Managed data vendors to onboard new data onto platform.
• Supervised and organized mentorship programs for new joiners.
• Estimated project timelines and allocation of resources based on requirement and availability.

Consulted and Delivered 5 projects within a span of 4 years with BFSI clients in Germany, USA, Singapore, and Paris

• Conducted face-to-face meetings with clients to review process performance, identifying needs for strategy adjustments.
• Analyzed and evaluated the current business processes a company has and identifying areas of improvement.
• Defined and outlined functional requirements for the development team.
• Collaborating with users and stakeholders

Key Projects

• Facilitated capacity expansion of Calypso based trading platform of Federal Home-Loan Bank by supporting greater transaction volume of trades of fixed income securities with improved performance and scalability.
• Helped in timely mitigating a potential risk of 75k USD for European Derivative Exchange by suggesting a version upgrade of Calypso trading platform. Exchange was troubled with incomplete transactions and latency issues in order processing.
• Performed UAT and derived acceptance scenarios for the Order Management system for an Asian Securities Exchange in Singapore and migrated from a legacy system onto NASDAQ's OMX.
• Worked with engagement manager to document work breakdown, project deliverables and project plan.
• Successfully managed client communication to document requirements and then educated/trained team of 50 on the execution plan for a FOREX pricing aggregator platform of an investment bank.