Amit Ambegaonkar

CITI-Global Adjustment Inventory (GAI)- is a central, global repository of adjustment data lifecycle, falling under the scope of adjustment definitions. The inventory will hold granular-level details about adjustments (e.g. source, $ amount, product, adjustment dates, etc.

• GAI adjustment-related data with additional details, with aggregated level details (event-adjustment activity record, underlying records adjusted, attribute, underlying attributes adjusted).

Responsibilities:

• Participated in the FRD creation and end-to-end requirement management calls.
• Translating complex adjustment workflows into structured business and system requirements, aligned with the regulatory framework.
• Partnered with multiple teams to embed validation rules and standardized data governance frameworks.
• Managed UAT, stakeholder governance, and driving Agile execution through JIRA backlog and sprint management.
• Defined acceptance criteria, and presented remediation insights and adjustment trends to stakeholders.
• Driving the sprint scope finalization call with business and development teams.
• Driving the FRD walkthrough calls and internal team calls.

HSBC-Financial Reporting (FINREP)- is a uniform European framework for consolidated financial reporting that applies to credit institutions, based on the International Financial Reporting Standards (IFRS), as endorsed by the European Commission.

HSBC Trade Wind Down-reduce its exposure to trading activities as quickly and efficiently as possible, in terms of both market and counterparty risks.

Responsibilities:

• Resolved stakeholder misalignment by facilitating requirements sessions, enhancing project clarity.
• Identified implementation challenges in project requirements, leading to an increase in feasibility assessments.
• Delivered business value through streamlined validation processes, resulting in a reduction in review meeting time.
• Facilitated user stories for cross-functional teams, resolved developer queries, and enhanced efficiency.
• Facilitated regular communication with stakeholders to address tracking challenges, improving deliverable visibility.
• Facilitated comprehensive demos to stakeholders post-sprints, enhancing stakeholder engagement, and feedback integration.
• Identified production issues, delivering root cause analysis that enhanced operational efficiency.

CITI-Gma-Oma-Emea-GMA Global Market Access is responsible for developing and maintaining a series of apps that allow other systems to access the market. OMA One Market Access has three main services.

• 1. Client-client connectivity service; 2. Core order management system. Venues – venue connectivity service.

Responsibilities:

• Facilitated requirement elicitation meetings, overcoming stakeholder engagement challenges to gather critical insights.
• Forged strategic partnerships with exchanges, overcoming trade placement challenges, to enhance trading capabilities.
• Executed diverse order types, including Limit, Market, Iceberg, and Stop Loss, to enhance trading efficiency.
• Placing orders for different types and conditions: Day, GTC, GTD.
• Spearheaded post-trade processing for seamless execution, and resolution of complex event bookings (amendments, cancellations, and unwinds).
• Checking values in various FIX tags for booked trades and post-trade events.
• Facilitated backlog refinement and user story development, addressing prioritization challenges, resulting in an increase in sprint efficiency.
• Streamlined automation testing to address process inefficiencies, resulting in a reduction in testing time, and improved accuracy.

Credit Suisse-Prime Trade-Prime Trade was a leading global front-end trading system for listed derivatives, US treasuries, and foreign exchange (FX). It was used by clients for accessing various asset classes, and was known for its customization and algorithmic trading capabilities.

AES FX supports electronic trading of FX products in a reckless principal model via direct FIX integration.

Responsibilities:

• Facilitated requirement elicitation meetings, overcoming stakeholder confusion to clarify needs, and enhance project outcomes.
• Assessed the feasibility of project requirements, resolving implementation challenges that improved delivery speed.
• Facilitated the creation of user stories in JIRA, improving project clarity.
• Facilitated clarity in user stories for developers, resolving queries.
• Executed OTC trades for FX and futures amid market volatility, ensuring compliance with post-trade amendments.
• Placing orders for algorithmic trading strategies, advance execution services for foreign exchange.
• Ensured the accuracy of trades across front and middle office operations, resolving discrepancies that improved trade validation efficiency.
• Resolved critical UAT issues, enhancing application performance, and user satisfaction.

Responsibilities:

HSBC-GFX Regulatory Reporting-being a financial institution, would likely be involved in regulatory reporting related to its trading activities, asset management, and financial reporting. They would need to collect and report data on their transactions, risk positions, and capital adequacy

• Involved in discussion with all stakeholders like developer lead, Project lead (both from Client side) to report the progress and challenges regarding the project.
• Facilitated walkthrough sessions for stakeholders, enhancing feedback collection and functionality understanding.
• Ensured quality by reviewing and signing off on critical deliverables, including Test Plans and Strategies.
• Booking orders for OTC products-(Spot, NDF, Outright, Forward, Swap, Swap Options)
• Perform post trade events-electric and non electric conformation, Amendment, Cancellations, Unwind,.
• Faced with complex regulatory requirements, executed trades for CFTC, EMIR, and ASIC, ensuring compliance in daily
• position reports.
• Developed automation scripts to address system inefficiencies

DCIs-Dual Currency Investments-Dual Currency Investments (DCIs) are structured financial products that combine a fixed deposit with a currency option. They allow investors to deposit funds in one currency and potentially receive returns in another, depending on exchange rate movements. These investments offer higher yields, but come with foreign exchange risk.

• Analyzing business requirements to design test scenarios, reviewing with business SMEs, executing, and sharing test results.
• Arranging walkthrough sessions for business stakeholders to showcase the functionality and capture feedback.
• Validated and approved critical deliverables, ensuring adherence to quality standards, and project timelines.
• Analyzed production issues in the QA environment, collaborating with the Production Support Team to resolve incidents.
• Resulting in increased productivity and reduced mean time to resolve (MTTR).
• Booking the DIC trades and validating them at the front office and back office levels.
• Post-trade events streamline amendment, cancellation, and unwind processes for booked trades, resulting in accuracy and a reduction in processing time.
• Managing SIT, UAT, and test results regression packs based on code releases.