Summary
Overview
Work history
Education
Skills
Websites
Certification
Languages
Affiliations
Accomplishments
Timeline
Custom
Custom
Generic
DEEPESH KAMALTA

DEEPESH KAMALTA

Mumbai,INDIA

Summary

Motivated Manager with excellent business acumen and broad experience across finance and operations roles. Highly adaptable and self-motivated leader with proven ability to manage diverse stakeholders. Offers strong analysis and innovation to identify solutions to challenging problems. Collaborative team player with excellent interpersonal, communication and conflict resolution skills.

Overview

11
11
years of professional experience
1
1
Certificate
82
82
years of post-secondary education

Work history

Senior Manager (AVP)

Morgan Stanley Advantages Services Pvt ltd
Mumbai
01.2024 - Current
  • Crafting a nurturing work atmosphere by inspiring, uplifting, and engaging staff members through impartiality and integrity.
  • Review of all compliance/audit related required actions,
  • Providing feedback to drive improvement as well identifying areas of strengths and 'recognizing accomplishments
  • Train, coach, motivate and mentor the employees and provide career development and guidance also creating an inclusive work environment for team
  • Articulate actionable insights to management regarding criticality and impact of risks to the business.
  • Established and communication daily priorities to guide team activities.
  • Supervised daily operations, acting as point of contact for any queries or obstacles.
  • Monitored team performance and provided constructive feedback to address challenges.
  • Minimized discrepancies by effectively training employees on best practices, policies and procedures.
  • Maintained smooth-running business operations by delegating priorities to staff abilities.
  • Designed and implemented training to further develop staff based on business goals.

Manager

Morgan Stanley Advantages Services Pvt ltd
05.2022 - 12.2023
  • BAU Process - Setting up external client for e trading (BBG, Tradeweb, Marketaxess etc) and configuration and linkages to downstream system to ensure straight through processing of trades
  • Responding to periodic entitlement Audit inquiries and reviews
  • Regularly interact with vendor platform to understand the new product going live and making sure external users are setup for same
  • Partner with Technology, Trading, Risk Management, Legal and Compliance on a number of applicable trading deliverables and initiatives
  • Interacting with sales and Trading desk to understand their issue and how those can be solved also any new e trading platform they wish to use for trading
  • Setting up Trading limits for clients and if same breaches then coordinating with trading + Credit team for their approval before limits can be increased
  • Improve and monitor existing control framework for electronic trading platforms/applications.

Associate

Morgan Stanley Advantages Services Pvt ltd
12.2017 - 05.2022
  • BAU Process - Fixed Income Rates & Credit Derivative - Affirmation and confirmation of paper & electronic trades
  • Product Dealt with - Vanilla IRS, CDS, Basis Swap, Index Spread, CMS Cap / Floor, Options, Swaptions, CCS, TRS
  • Ensuring nothing >30 days on month end as per Balance Score card
  • Cross training team members to have fungible resources in case of contingency
  • Responsible for timely risk mitigation activities through Affirmations / confirmation process for FID
  • Liaison with internal counterparties (Trading / sales Desk, Legal, Finance) to work through issues and identify the correct solution
  • Preparing dashboard, matrix and MIS reports for senior management reporting
  • Managed ad hoc activities; executed day-to-day BAU work allocation, managed escalations and acted as SPOC for updating and managing leave tracker
  • Reviewed term sheet, confirmation for all OTC derivative trades in liaison with internal risk management Application; raised trade discrepancies based on source documents (ISDA agreement & Term-sheets)
  • Reviewed existing processes / applications and identified opportunities for improvement and update the same in SOP
  • Actively involved in External Auditors request (D&T) for FID
  • Directing vendor management and implementing framework to support daily BAU
  • Helping Interns with their summer projects
  • Delivered the reengineering targets of FTE save
  • Timely and bug free delivery for all projects involved.

Analyst

Nomura Services India Pvt. Ltd
10.2015 - 12.2017
  • Support end-to-end processes with a variety of products such as; Listed Options, FX, OTC Equities, Swaps and forwards
  • Handle the operational process of determining and confirming derivative trade terms and regulations with other professional clients (Market wire)
  • Ensured derivative transactions always adhered to terms monitored by regulatory bodies and organizational guidelines
  • Ensured all trades on futures (CME, CBOT) and OTC products are accepted and allocated correctly in a timely manner
  • Communicating with various teams to resolve trade breaks
  • Carry out reconciliation tasks in the expected timeframe
  • Performing life cycle events for all the trades
  • Making sure all Mandatory clearable trades are cleared and if not same gets reported to the regulators
  • Facilitate the inter-company transactions between two or more affiliate legal entities in a timely manner.

Associate

State Street Syntel Services Pvt. Ltd
10.2013 - 08.2015
  • To carry out Middle Office Operations for client Morgan Stanley Investment Management for UK / India region in their various products called Equities, Fixed Income and Foreign Exchange
  • Actively involved in communication with broker and custodian for trade confirmation and trade settlement on daily basis
  • Working on unmatched and fail trade report from our custodians
  • Update of new or existing SSI's of Broker and custodian into their respective system to match the trades
  • Daily pricing of premium price securities for FI Investors and pricing of new securities (India Market)
  • Performing Daily, Fortnightly, Monthly, Quarterly and yearly reporting activities.

Education

MBA (Finance) - FINANCE

Pune University
INDIA

B.Com - FINANCE

Mumbai University
INDIA

Skills

  • Project Management
  • Staff recruitment
  • Team coaching
  • Performance appraisals
  • Internal Controls Specialist
  • Stakeholder Management
  • Leadership and Team Management
  • Process Optimization

Websites

Certification

  • MS- CIT Exam (Maharashtra State Certificate in Information Technology)
  • Derivatives Academy (Chartered Institute for Securities & Investment)

Languages

English
Fluent
Hindi
Fluent

Affiliations

  • Orchard Farming

Accomplishments

Firm Value award for Putting client first in Feb 2019 & Jun 2020.

Timeline

Senior Manager (AVP)

Morgan Stanley Advantages Services Pvt ltd
01.2024 - Current

Manager

Morgan Stanley Advantages Services Pvt ltd
05.2022 - 12.2023

Associate

Morgan Stanley Advantages Services Pvt ltd
12.2017 - 05.2022

Analyst

Nomura Services India Pvt. Ltd
10.2015 - 12.2017

Associate

State Street Syntel Services Pvt. Ltd
10.2013 - 08.2015

MBA (Finance) - FINANCE

Pune University

B.Com - FINANCE

Mumbai University

Custom

New Workflow tool, 2023, Created a web based workflow tool for Internal teams. Created a new workflow tool, increasing productivity by {70%} through automating email management and task allocation. Streamlined processes across the team, standardizing tasks with the new tool. Resulted in 3 FT save. Xceptor Tool implementation, 2021, Using Xceptor tool to Automate the confirmation Process. Architected a new platform to replace legacy applications, resulting in quicker turnaround. Create project documentation and strategy plans. Account for complete project lifecycle from inception to closure. Is actively involved in development testing, deployment, maintain and improve automation including custom workflows, maker/checker functionalities. Resulted in 7 FT save. QR code Implementation, 2019, Successfully implemented QR code in MS outgoing documents(confirmations), resulted in time / FTE save for the team. Coordinating with Programmers, Data Processors, Coders & respective internal Teams. Ensured regular and effective communications with internal stakeholders as a single point of contact. Creating and updating daily progress updates and sharing with respective stakeholders. Resulted in 2 FT save. Automation of Internal Reports, 2019, Modify existing reports more efficiently and by utilising existing data resulted in reducing the total number of reports. Integrate /Merge multiple extent reports into one single report. Created a database hub using SQL Database and Excel Macros, managing data for different departments. Resulted in 1 FT save.

Custom

New Workflow tool, 2023, Created a web based workflow tool for Internal teams. Created a new workflow tool, increasing productivity by {70%} through automating email management and task allocation. Streamlined processes across the team, standardizing tasks with the new tool. Resulted in 3 FT save. Xceptor Tool implementation, 2021, Using Xceptor tool to Automate the confirmation Process. Architected a new platform to replace legacy applications, resulting in quicker turnaround. Create project documentation and strategy plans. Account for complete project lifecycle from inception to closure. Is actively involved in development testing, deployment, maintain and improve automation including custom workflows, maker/checker functionalities. Resulted in 7 FT save. QR code Implementation, 2019, Successfully implemented QR code in MS outgoing documents(confirmations), resulted in time / FTE save for the team. Coordinating with Programmers, Data Processors, Coders & respective internal Teams. Ensured regular and effective communications with internal stakeholders as a single point of contact. Creating and updating daily progress updates and sharing with respective stakeholders. Resulted in 2 FT save. Automation of Internal Reports, 2019, Modify existing reports more efficiently and by utilising existing data resulted in reducing the total number of reports. Integrate /Merge multiple extent reports into one single report. Created a database hub using SQL Database and Excel Macros, managing data for different departments. Resulted in 1 FT save.

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DEEPESH KAMALTA