Summary
Overview
Work History
Education
Skills
Languages
Skills
Additional Information
Timeline
Generic

Alpesh Pasad

Mumbai,MH

Summary

Results-driven Change Management professional with over fifteen years of experience in leading organizational change initiatives. Proven ability to develop and implement change strategies, manage stakeholder relationships, and ensure successful adoption of new processes. Excellent communication, problem-solving, and leadership skills

Overview

20
20
years of professional experience

Work History

Capital Markets Analyst & Team Lead

Eviden - Atos Limited
02.2011 - Current


  • Conduct Business process analysis and identify critical issues and gaps for Derivatives Trade support & Cash Management Team.
  • Manage Projects and create a detailed business process roadmaps for FX, ETD and OTC products.
  • Work with Stakeholders to design the roadmap and measure production values ensuring cost-efficient processes.
  • Gathered Information, analyzed and allocated relevant data to different departments.
  • Participated in Key meetings with clients including requirements session, system demos, user acceptance testing and end user training.
  • Managing Project for new Fund Setup - End to end process with respect to Derivatives. This includes onboarding of new funds, Setting up in different system and oversight with back office team. Liaison with various Internal Team /Stake Holders (Global Transition Team, Client Team, Brokers, Back office team, Dealers, Data Management and Technical Teams)
  • Conducted evaluation of organizations work flow, implemented process improvements on Microsoft SharePoint to optimize internal processes and to determine cost drivers.
  • Conduct in-depth market analysis to support trading strategies and investment decisions.
  • Develop and maintain complex financial models to forecast market trends and assess risk exposure.
  • Collaborate with cross-functional teams to implement process improvements and optimize financial operations.
  • Prepare detailed reports and presentations for senior management and stakeholders.
  • Ensure compliance with regulatory requirements and industry standards.

Team Developer

Hewitt Associates
02.2005 - 08.2010
  • Conduct thorough analysis of payroll processes to identify inefficiencies and recommend improvements, resulting in a 30% reduction in processing time.
  • Develop and implement payroll system enhancements, ensuring seamless integration with HRIS and other related systems (Peoplesoft).
  • Collaborate with cross-functional teams to gather requirements, design solutions, and test system changes to improve payroll accuracy and compliance.
  • Create and maintain comprehensive documentation of payroll processes, system configurations, and user guides.
  • Generate detailed payroll reports and dashboards, providing insights into payroll trends, discrepancies, and opportunities for optimization.

Education

MBA - Finance

Institute of Technology And Management (ITM)
Sion SIES Campus
03.2010

Bachelor of Commerce - Accounting And Finance

Mumbai University
Kalina, Mumbai
04.2002

Skills

  • Capital Markets Analysis
  • Financial Modeling
  • Risk Management
  • Data Analysis
  • Regulatory Compliance
  • Project Management
  • Stakeholder Communication
  • Ad hoc analysis
  • Microsoft Word, Excel, PowerPoint, and Outlook
  • Charles Rivers OMS
  • Transition Management
  • Business Process Improvement
  • Strategic and Business Planning
  • Quality Management

Languages

 English/Hindi/Marathi/Gujrathi

Skills

Financial Analysis, Data Analysis, Knowledge of Financial Instruments (stocks, bonds, derivatives, etc.), Regulation, Problem Solving, Quantitative Analysis, Attention to Detail, Communication, Collaboration, Stakeholder Management, Requirement Gathering, Process Improvement, Change Management

Additional Information

Investment Banking Processes Managed :

  • Trade Management - Post-trade aggregation, Trade capture into back-office platforms, Trade enrichment, Amendments and modifications, Bilateral/Multilateral netting, Trade validation, Trade event management, Novation/Assignment, Close-out/Tear-up, Additional transaction servicing.
  • Confirmation - Affirmation and allocation, Generation/sending of confirmations, Confirmation matching, document management, Exception handling
  • Collateral & Portfolio Management - Manage collateral agreements, Matching and allocation, Administration, Reporting, Position management, Valuation
  • Settlement and Delivery - Generation/sending of settlement instructions, Settlement processing, Settlement fail processing and exception management

Timeline

Capital Markets Analyst & Team Lead

Eviden - Atos Limited
02.2011 - Current

Team Developer

Hewitt Associates
02.2005 - 08.2010

MBA - Finance

Institute of Technology And Management (ITM)

Bachelor of Commerce - Accounting And Finance

Mumbai University
Alpesh Pasad