Bipin Poovaiah
Bengaluru
Summary
Insightful professional in the realm of business intelligence, known for unparalleled productivity and efficiency in task completion. Specialize in data warehousing, predictive analytics, and visualization techniques. Excel in critical thinking, problem-solving, and effective communication, ensuring clarity and actionable insights in complex scenarios with a total investment banking experience of over 9 years.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Business Analyst
Morgan Stanley
Bangalore
05.2022 - Current
- Perform business analysis activities in order to define solutions, utilizing a mix of product, process knowledge; partner with end users, tech, and other stakeholders on solution implementation, analyze and expose complex issues, identify root causes, and propose future actions.
- Provided UI and usability governance for the successful go-live of MAS2, EMIR3, and ASIC 2 regulations, ensuring a seamless user experience, and compliance.
- A new user interface was built for the auto-categorization of known issues with internal and external exceptions, where it auto-tagged the breaks using the UI with JIRA information with help of different operator functions
- Actions performed online regarding the regulatory changes and implementing them in the best-suited way to meet compliance requirements.
- Partner in building regulatory reporting infrastructure, MI, and investigating tools for OTC or listed derivative regulation, like MIFID and SFTR, worked on remediation of regulatory reporting issues on the back of underreporting, overreporting, or misreporting.
- Provide MI and usability reports to management using BI tools for supervision.
- Provide accuracy data support to EOD users in line with Tableau, Power BI, and QlikView.
- Deliver on the business process transformation initiative and software delivery project; identify project risks and barriers, feasibility; support business migration through process change or software delivery; and track business realization.
- Document business requirements, groom JIRA, plan tests, and control the deployment and verification process.
- Prepare a test strategy and approach for New-gen recons for ASIC2, MAS2, JFSA2, and EMIR3.
- Acquire a sign-off from QA and the end user before development, and even perform the required testing supervision.
- I worked on the Agile Framework and have a good understanding of various Agile ceremonies, as well as Scrum and Kanban techniques and methods.
- Worked towards improving efficiency, control, and the overall reporting framework.
- Conducted detailed business analysis, outlining problems, opportunities, and solutions for a business.
Trade Support Analyst
Société Générale Global Solution Center
Bangalore
08.2018 - 05.2022
- Performing reconciliation between the front office trading platform, middle office booking and settlement systems
- Booking of returns and Recalls, to be in line with the client to avoid any settlement issues
- Daily management of operational risk including stock and trading positions within internal books across AMER
- Middle office check on Equity and Fixed income booking based on Sales and traders' instructions
- Implemented the time saving work method through excel Macro which save time in Daily BAU and Implemented one the feature of Internal Application tool to save time in Daily BAU
- Performing control and ensuring all trades are check and validated without any delay
- Performing position and Billing reconciliation and amending if any billing discrepancies such Fee rate rebate and Billing currency
- Query and fail management- liaison between trading desk, counterparties to resolve economic discrepancies on trade in timely, efficient manner
- Contract compare breaks on third party platform like PIRUM EQUILEND and TRAX for reconciliation of all open position with eligible client
- Working within teams to effectively ensure the process between trade execution and settlement occurs smoothly Investigation & reconciliation at Trade and Position level comparing the feeds from Front Office and Back Office tools
- Amending or matching Trade economic detail to avoid the discrepancies with Clients
- Reporting the Trade and Transactions to some of the regulatory bodies as Excel
Analyst, Global Business & Market
HSBC Global Service Center
Bangalore
02.2016 - 08.2018
- Responsible for instrument pricing, FX pricing and interest rates pricing for HSBC Hong Kong retail banks
- EOD reconciliations are performed on downstream data feed to ensure data accuracy and exceptions are managed diligently
- Market changes and corporate actions are managed effectively & timely
- Co-Ordinate with Product Change & Control on new upgrades or version changes take place at system levels
- Implemented 6 excel Sheet with Excel advance and Macros and Executed successfully on time consuming BAU
- Extend support during new migration & testing
- Performing all assigned activities in a timely manner and in accordance with the agreed service levels
- Coordinate with the teams on ad-hoc projects & ensure completion of projects within given time frame
- Procedure changes are effectively communicated and updated on to procedures with relevant signoffs
- Vendor Application knowledge: Bloomberg, Thomson Reuters and IDC
- The responsibilities also include the management of market data feeds both end of day as well as real time data from third party vendors, as well as update internal data tasks to support both external and internal data
Education
Bachelor of Commerce -
Mangalore University
01.2015
Skills
- Business analysis
- Contract Compare
- Data visualization
- Test strategy development
- User acceptance testing
- Process improvement
- Requirements gathering
- Software development life cycle
- BI tools expertise
- KPI tracking
- Change management
- Operations analysis
- Test case scenarios
- Business process improvement
- Agile methodologies
- Trade Support Analyst
- Middle office Operations & Recon
- Returns and Recalls, Bookings
- Trade Amendments
- Power BI
- QlikView expertise
- Alteryx
- JIRA management
Certification
- Basic SQL
- R
- JIRA
- Tableau
- Agile methodology
- Power BI
- Certification in Investment Banking Operational Profession
Hobbies and Interests
- Endurance Trekking
- Playing Cricket
- Basketball
- Hockey
- Driving 4x4
- Swimming
Languages
- English
- Kannada
- Kodava Thak
- Hindi
Projects
- EMIR3, ASIC2, MAS2, and JFSA2 go live in 2024-2025, recon onboarding for new-gen controls testing, and support to RTB for smooth functionality go-live
- Pairing and Matching - New build for EMIR3 and SFTR - provided assistance in the UI and framework, and tested the same in UAT
- Rules Management - New User Interface was built for auto-categorization of known issues, with internal and external exceptions, where it auto-tagged the breaks using the UI with JIRA information
- MIFID 2.0, a new control framework, was built for a recon, wherein new enhancements were made to ensure the elimination of the old reporting type, and the new framework provided new clarity, timeliness, and accuracy in the report content
- The TTRO ENABLE Dashboard was built to capture data from JIRA and provide a vision of upcoming issues and data points for the same
- 2017, HK Phase 3, key member in the process of task migration from 4 countries, 7 tasks, which included maintaining FX rates, transfer prices in multiple treaties, and the HUB system
- 2017, Project DSS, key member in the migration from Thomson Reuters Eikon to Data Scope Select, RIC mapping, validation of rates, testing the EUC, ensuring the signoff, and onboarding the
- Key member in the migration of Sydney TIA fixings and FX reset task, which was migrated from Kuala Lumpur and offshored to Colombo. Contingency migration of the task from Kuala Lumpur due to site shutdown and trained Colombo staff the same
Timeline
Business Analyst
Morgan Stanley
05.2022 - Current
Trade Support Analyst
Société Générale Global Solution Center
08.2018 - 05.2022
Analyst, Global Business & Market
HSBC Global Service Center
02.2016 - 08.2018
Bachelor of Commerce -
Mangalore University
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