Ankit Srivastava

Client Implementation and Portfolio Migration

• Led end-to-end client implementations for products and managed services, ensuring a successful transition from contract sign-off to go-live.
• Coordinated with cross-functional teams, including Product, Technology, Operations, Compliance, and Managed Services, to ensure smooth delivery.
• Directed UAT, pilot runs, production deployment, and secured formal implementation sign-off.
• Developed and managed detailed implementation plans, outlining timelines, milestones, dependencies, and delivery governance.
• Served as the primary implementation SPOC for clients and internal stakeholders, facilitating clear communication and coordination.
• Translated client business, compliance, and operational requirements into system and service configurations.
• Oversaw the configuration of workflows, rules, risk frameworks, SLAs, reporting, and managed service models for seamless integration.
• Facilitated a smooth handover to BAU-managed services teams through comprehensive SOPs, runbooks, and escalation matrices.
• Managed client expectations, risks, issues, and escalations effectively during implementation phases.
• Ensured adherence to all regulatory, security, and internal governance standards throughout implementations.
• Identified opportunities for process improvement, standardization, and implementation efficiency, resulting in optimized workflows and enhanced client satisfaction.
• Maintained schedules to meet key milestones at every project phase.
• Responsible for comprehensive migration plans that account for all aspects of the portfolios involved, including asset allocation, risk management, and custody settlement.
• Collaborate effectively with CEOs, CFOs, and COOs of fund houses, and investment managers to ensure seamless portfolio migration.
• Maintain transparent and effective communication with stakeholders, including the fund houses, investment managers, brokers, and custodians, to ensure their needs and concerns are addressed. Coordinate with custodians and depositories to ensure the accurate recording and movement of securities.
• Ensure timely and accurate settlement of trades, including equities, fixed income, and other securities. Monitor settlement cycles, and resolve any discrepancies or failures in the settlement process.
• Prepare and review reports on settlement activities and discrepancies.
• Lead initiatives to upgrade systems or implement new processes within the settlement and custody area.
  

• Spearheaded 2 end-to-end transition projects managing contracts, defining transition strategies, and overseeing scope, timelines, PL, resource allocation, vendor coordination, and quality metrics (SLAs, KPIs), while ensuring a seamless transition into BAU.
• Institute robust project governance, upholding project management best practices.
• Directed the meticulous planning and execution of four migrations, resolving transition-related issues, maintaining stakeholder relations, and guaranteeing on-time, high-quality delivery.
• Crafted transformation roadmaps, conducted comprehensive analyses of project scorecards, ensured alignment with scope and deadlines, and presented progress reports to the executive leadership team.
• Enforced governance, ensuring best practices in all internal and customer projects.
• Oversaw migration projects, from planning to delivery, with stakeholder engagement.
• Delivered project reports, steering committee updates, and transformation roadmaps to key stakeholders.
• Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

• Led the development of detailed transition plans aligned with corporate goals, ensuring meticulous tracking of key milestones for efficient project delivery.
• Successfully transitioned 15 plus middle office and back-office investment banking processes from major onshore hubs in the U.S., Europe, and Asia Pacific to State Street offshore locations for more than 300 FTEs.
• Managed workforce logistics with proficiency, overseeing hiring, training, and onboarding, as well as conducting precise FTE assessments, budget management, and financial reconciliations.
• Fostered strong stakeholder partnerships to support effective transition planning, team expansion, knowledge transfer, and operational transitions.
• Implemented vital performance indicators for new delivery teams, supported by stringent governance structures to ensure consistent performance evaluations.
• Actively addressed and resolved project risks, formulating strategic solutions to maintain uninterrupted progress throughout all project stages.

• Oversaw strategic planning and the successful execution of complex migration projects, managing stakeholder engagement and problem-solving.
• Delivered custody services to internal clients and external institutional clients for settlement transactions, ensuring timely completion within audit and compliance standards.
• Took ownership of client relationships by collaborating with operational and middle office teams for effective resolution of transaction-related issues.
• Proactively arranged and participated in client calls and service quality check-ins, building strong client rapport, and identifying opportunities for service enhancements.
• Documented new business opportunities for referral to product specialists, contributing to business development efforts.
• Demonstrated proficient use of Citi applications to perform responsibilities and participate in service-related process improvements.
• Managed and reported control issues transparently, safeguarding Citigroup, its reputation, clients, and assets.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Developed strong working relationships with staff, fostering a positive work environment.

• Trade operations, reconciliation, processing of FX, and cash management for more than 5,000 clients.
• Expertise in FX processing and cash management, ensuring seamless financial transactions for more than 2,000 transactions per day.
• Proficient in reconciling cash and stock positions, maintaining accuracy in broker and custodian relations.
• Orchestrated high-volume fax processing between Mumbai and Manila, ensuring synergy with UK counterparts.
• Established robust payment authentication procedures, including client callbacks, and verification protocols.
• Accurately input payment data into transfer systems, adhering to rigorous verification and compliance protocols.
• Served as a key liaison between clients and back-office teams, ensuring seamless execution of various trade finance instruments.