Arvind Joshi
Hyderabad
Summary
Leader in Agile program management and valuation control with a successful history at UBS Business Solutions. Directed cloud-based transformations resulting in savings of over 180 hours monthly. Expertise in strategic planning and cross-functional leadership, facilitating digital transformation and process optimization. Skilled in client relationship management, utilizing tools such as Jira and Bloomberg to enhance delivery and performance.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Associate Director
UBS Business Solutions
Hyderabad
12.2019 - Current
- Led strategic Agile transformation initiatives as Product Owner/Business Analyst across critical programs in Valuation and Market Data domains.
- Managed and enhanced valuation processes for structured and derivative products, ensuring compliance with regulatory standards and internal controls.
- Collaborated with executive leadership to define product roadmaps and align delivery with business goals.
- Oversaw end-to-end project delivery including requirements gathering, impact assessment, UAT, and stakeholder management.
- Managed Agile ceremonies across global cross-functional teams, ensuring alignment, prioritization, and timely delivery.
- Defined and tracked KPIs, OKRs, and delivery metrics to enhance team performance and drive continuous improvement.
- Maintained effective communication and governance via steering committees, documentation, and stakeholder updates
- Delivered cloud-based Market Data sourcing transformation with 180+ monthly hours saved and enhanced version control.
- Standardized Bid-Offer reserve methodology using big-data platforms, enabling zero-touch daily valuation and reserve processing.
- Developed scalable valuation models aligned with methodology updates and integrated automation pipelines to improve IPV and PruVal numbers.
- Reduced operational risk and costs by decommissioning legacy platforms and migrating to strategic systems.
Senior Consultant/ Service Delivery Manager – Cognizant Consulting
Cognizant
08.2011 - 12.2019
- Led Valuation Control operations including IPV, reserve calculation, reconciliation, and prudential valuation across structured and equity products.
- Managed daily and monthly valuation processes in line with IFRS 13 standards, collaborating with front office and risk teams.
- Implemented valuation dashboards for SLA monitoring, model validation, and performance tracking.
- Transitioned valuation operations for U.S. securitized products from onshore to offshore teams, ensuring accuracy and continuity.
- Conducted root cause analysis and led retrospectives to implement valuation enhancements and operational improvements.
- Developed and deployed IPV/reserve tools for complex derivatives and structured products, improving transparency and pricing accuracy.
- Played a pivotal role in quarterly Prudential Valuation and reserve submissions, reducing variances and control issues.
- Earned client accolades for valuation process integrity, delivery excellence, and stakeholder engagement.
Senior Analyst
Northern Trust Corporation
Bangalore
07.2008 - 08.2011
- Transitioned fund accounting and daily pricing operations for 150+ mutual and institutional funds.
- Executed and validated pricing workflows for fixed income, equity, and derivative instruments.
- Re-engineered pricing procedures around corporate actions and fund events, improving automation and controls.
- Delivered pre-project valuation insights and participated in UAT for tech initiatives.
- Designed pricing SOPs and quality control frameworks adopted across departments.
- Led onboarding for new Australian fund clients with tailored valuation and reporting solutions.
Education
MBA - Finance
Visvesvaraya Technological University
Bangalore07-2008
B.Com -
Karnataka University
Dharwad01.2006
Skills
- Agile program management
- Valuation control
- Structured products pricing
- Digital transformation
- Product delivery
- Cross-functional leadership
- Strategic planning
- Risk management
- Business analysis
- Process optimization
- Client relationship management
- Project management tools: Jira, Kanban, GitLab
- Valuation tools: Bloomberg, Reuters, Markit, Intex
- Microsoft Office Suite: Visio, Excel, PowerPoint
Certification
- Pursuing Agile PM Certification
- Lean Six Sigma Bronze Certified
- Super Achiever of the Year Award
- Delivery Excellence Award
- Star Award for consistent client feedback and high productivity
Value Proposition
With a unique blend of financial services expertise, Agile leadership, and deep valuation control experience, I bring a strategic mindset and executional strength. I excel in aligning valuation frameworks with product delivery goals, enhancing pricing accuracy through technology, and leading cross-functional teams to deliver measurable business outcomes.
Languages
Kannada
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Associate Director
UBS Business Solutions
12.2019 - Current
Senior Consultant/ Service Delivery Manager – Cognizant Consulting
Cognizant
08.2011 - 12.2019
Senior Analyst
Northern Trust Corporation
07.2008 - 08.2011
MBA - Finance
Visvesvaraya Technological University
B.Com -
Karnataka University
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