ANUGRAHA PAUL
Secunderabad
Summary
Senior Investment Banking Operations professional with over 14 years of progressive global experience across Exchange Traded Derivatives (ETD), Clearing, and Operating Model Transformation. A proven leader in large-scale global migrations and cross-regional transformation programs, recognized for strategic stakeholder management and building high-performance teams. Currently expanding my operational expertise into the AI space, focusing on the foundational application of AI agents and automation to solve real-world complexities in trade booking and clearing.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate Director – Investment Banking (ETD)
UBS India Pvt. Ltd.
Secunderabad
04.2020 - Current
- Target Operating Model (TOM) Design: Core member of the Design Council for Project NextGen, defining strategic vs. tactical scopes and driving static process streamlining.
- AI Implementation: Actively exploring use cases and applying AI frameworks to identify and automate opportunities within financial booking systems to reduce manual intervention.
- Global Clearing Utility Transition: Spearheaded the evolution of the regional clearing model into a unified Global Clearing Utility, consolidating teams and optimizing talent cross-utilization.
- Strategic Migration: Led end-to-end migration strategy and testing governance, defining entry/exit criteria for complex cross-regional transformation programs.
- Leadership & Inclusion: Spearheading employee engagement strategies and volunteer frameworks to enhance office well-being, fostering a collaborative environment through the delivery of impactful corporate culture initiatives.
Transactional Client Service Group (EMEA)
UBS via Cognizant
07.2014 - 03.2020
- Client Operations: Served as the single point of contact for external EMEA clients, managing high-value clearing and post-trade queries.
- On-Site Migration (London): Completed a one-year on-site assignment in London, playing a critical role in offshoring major client service and clearing activities to India.
- Root Cause Analysis: Investigated pending balances and trade failures on $T+1$ to ensure EOD account flattening and resolve mismatches with clearing brokers.
Education
Post-Graduate Program - International Business Practice
St. Mary’s University
London01.2014
B.Tech - Electronics & Communication Engineering
JNT University
01.2010
Skills
Investment Banking Operations: ETD Specialist (Futures, Options, Commodities, Indices), Global Clearing, Post-Trade Processing, and Risk Mitigation
Leadership in operational transformation
Cultivating technical expertise in AI Agents and LLM workflows to support the transition from traditional operations to automated systems
Project Management: Strategic Migration Strategy, Vendor Partnership, and Stakeholder Engagement
Certification
AI for Everyone: Foundational certification covering AI concepts, ethical AI, and business applications.
Timeline
Associate Director – Investment Banking (ETD)
UBS India Pvt. Ltd.
04.2020 - Current
Transactional Client Service Group (EMEA)
UBS via Cognizant
07.2014 - 03.2020
B.Tech - Electronics & Communication Engineering
JNT University
Post-Graduate Program - International Business Practice
St. Mary’s University
Declaration
I hereby declare that the information furnished above is true to the best of my knowledge Date: (K.ANUGRAHA PAUL)