Chandan S

PMOD Project.

• Led EPIC stories for Lending, ACE workflow, and Gateway projects.
• Spearheaded the writing and refinement of business stories in collaboration with tech and business leads, prior to business sprints.
• Assisted in the development of Figma designs for loans, aligning with Lucid flow diagrams.
• Contributed to the creation of Lucid flow diagrams for loan processes.
• Refined and revised business stories based on evolving business decisions. Identified and escalated challenges in current workflows to product and business leads.
• Worked closely with the tech team to assess the feasibility of new workflow requirements.
• Led discussions with CSS to define the ownership of each Gateway control check.
• Assisted the team with the transaction Signavio flow.
• Supported ACE workflow testing, and escalated defects and bugs for prompt resolution.
• Developed a bifurcated model for transaction processes.
• Collaborated with the team on major workflow changes to eliminate non-value-added activities.
• Developed new gateway logic to accommodate changes in applications.
• Led Gateway calls to finalize requirements, and adjust technical logic for PMOD changes.
• Led meetings with internal team members, consultants and contractors.

Transaction Management.

• Consistently approved approximately 40 transactions daily as a checker, maintaining zero errors, and 100% quality for three consecutive years.
• Conducted training sessions for new joiners on transaction processes.
• Collaborated with the manager to automate 6 to 8 gateway checks, enhancing straight-through processing (STP).
• Assisted in reviewing Gateway test cases to identify and rectify logic defects.
• Led initiatives to identify issues in the Global Collateral Management application, and escalated them to the technical team for resolution.
• Prioritized transactions based on cutoff times to ensure timely processing.
  Managed transaction escalations within the EMEA region.
• Developed an Alteryx solution to automate FactSet data processing.
• Provided support to junior staff during peak periods of workloads.
• Built and established strong partnerships with teams.

Lending Operations Specialist
•⁠ Managed commercial base rate and UBOR loans.
•⁠ Completed end-to-end lending operations, including account opening, security setup. Drawdowns, repayment setup. and fee collection.
•⁠ Accredited to approve loans and overdrafts under 1 million.
•⁠ Trained and developed staff in accordance with guidelines, policies, and procedures.
•⁠ ⁠Prepared management reports on monthly loans, ODs, and productivity.
•⁠ ⁠Led a team of four, assisting with drawdowns and providing automation improvement ideas.
•⁠ Prepared KPI reports for monthly meetings.

International Private Banking Specialist
•⁠ Managed HNI client accounts across ASIA, EMEA and US regions.
•⁠ Facilitated loans and OD facilities based on collateral pledged with JP Morgan.
•⁠ ⁠Processed transactions, including loans, payments, and security transfers, within value dates and currency cut-offs.
•⁠ Analyzed cash, collateral, pledges, and account relationships before processing transactions.
•⁠ ⁠Interpreted basic legal credit documentation, such as Credit Facility Agreements.
•⁠ Coordinated with CSS, lenders, and capital advisers for transaction processing.
•⁠ Maintained 100% quality in transaction processing, ensuring compliance with regulations and credit policies.
•⁠ Worked closely with technology teams to enhance automation.
•⁠ Provided ad hoc reports on credit exposure and proposed process enhancements.

Client and Credit Facilitation Specialist
•⁠ ⁠Part of the RTB Team, focusing on Global Client Reference Data Management.
•⁠ ⁠Gained 1 year of experience with UBS investment Bank Account data and SSI team.
•⁠ ⁠Managed operations with a focus on optimal resource utilization and streamlined SLAs and SOPs.
•⁠ ⁠Handled account data products, including Equities, Fixed Income, OTC Interest Rates, Swaps, Repos, and Prime Brokerage.
•⁠ ⁠Successfully completed the Account Data Offboarding Project, deactivating 3,000 accounts.
•⁠ ⁠Worked on incorporating robotics into operations at both Offshore Development Centers
Key Responsibilities:
•⁠ ⁠Created client trading accounts, set up SSI, and confirmed various products
•⁠ ⁠Conducted data reconciliation for existing clients to meet country-specific standards.
•⁠ ⁠Managed escalations related to trade failures, confirmation failures, and data discrepancies.
•⁠ ⁠Ensured dients met KYC standards before account settlement and confirmations.
•⁠ ⁠Initiated additional projects to ensure full utilization of billable resources.
•⁠ ⁠Collaborated with stakeholders to meet business requirements promptly.

• Equity Research Analyst
  •⁠ ⁠Produced error-free financial data within specified time frames, ensuring daily compliance with production deadlines
  •⁠ ⁠Handled queries and requests from broker analysts to promptly reflect financial data in the product.
  •⁠ ⁠Provided accurate and reliable financial and quantitative market data to Thomson Reuters internal database.
  •⁠ ⁠Processed real-time information for companies listed on US, HK, and UK stock markets.
  •⁠ ⁠Interpreted and analyzed financial data for specific brokers.
  •⁠ ⁠Utilized Excel tools for pre- and post-reporting company checks.
  •⁠ ⁠Maintained data accuracy, timeliness, and completeness in databases using financial knowledge.
  •⁠ ⁠Delivered high productivity and quality data, meeting expected performance standards.
  •⁠ ⁠Identified, escalated, and resolved data issues.
  •⁠ ⁠Communicated with internal and external departments to resolve data queries.
  •⁠ ⁠Tested new database/application releases, providing expert user feedback.