HARISH C
Bangalore
Summary
Professional with 10.5 years' experience in the Global Markets Operations, Prime Brokerage Client Services, Liquidity Management and Cash Operations. Proven Expertise in process optimization and automation, product lifecycle management and stakeholder collaboration. Passionate about leveraging technology to streamline operations and enhance customer experiences
Overview
11
11
years of professional experience
Work History
Assistant Vice President
HSBC Electronic Data Processing India Private Limited
Bangalore
02.2024 - Current
- Collaborated with hedge fund clients ensuring seamless trade execution, confirmations, settlements, and issue resolution while managing their credit lines, margin requirements, reporting, and monthly billings, improving client satisfaction scores.
- Managed end-to-end FX trade life cycle events, ensuring accurate processing from trade capture to settlement.
- Delivered exceptional client service by resolving queries related to confirmations, funding, and settlements, contributing to improved client satisfaction.
- Acted as key liaison between clients, brokers and internal teams at HSBC, ensuring alignment and timely resolution of discrepancies.
- Facilitated stakeholder engagement to align on trade life cycle events and client requirements, ensuring timely and accurate execution.
- Identified process inefficiencies and collaborated with internal technology teams to automate FX trade life cycle, enhancing overall operational efficiency.
- Advise and assist clients in their portfolio optimization through Compression and Novations.
- Handled critical client portfolios with a focus on precision, risk mitigation and timely execution.
Senior Associate
Goldman Sachs Asset Management
Bangalore
01.2019 - 02.2024
- Spearheaded cash management team in Bangalore, overseeing Analysts to senior Associates over two years, enhancing team capabilities.
- Key member of Global Cash Redesign Projects which involved automation of manual Cash management function of Overdraft reporting to Automated Concert system.
- Managed JIRA, prepared business requirement documents and test scripts, and collaborated with data engineering and business intelligence teams to automate manual overdraft reporting workflow.
- Led Concert Application Testing for Cash Management from Bangalore and automated multiple projection reports in a span of 2yrs.
- Trained more than Eight FTEs over a period of two years to build a strong cash management team in Bangalore.
- Performed daily cash functions for liquidity management, including MT300 approvals and NAV change validation.
- Worked closely with Fixed Income/Money Market/Quant Equity desk and ensured overdrafts across GSAM managed portfolios are reported to respective trading desk to facilitate funding.
- Initiated cross-training across global teams to enhance issue resolution capabilities and reduce dependency.
- Mentored and guided GS summer interns training and projects.
- Developed understanding of client accounts, trade life cycle and Liquidity Management from GSAM Operations perspective.
- End to End process responsibility and to be in control of End of day reports and critical intra day reports.
Senior Analyst
JP Morgan Chase India Services Limited
Bangalore
06.2015 - 09.2019
- Processing Incoming and outgoing payments for different clients in GDT/ICM/GCSW/JPM Access (Internal systems manual and automatic).
- Capturing manual payments received from Middle Office on a timely basis and approving same and make sure payments reach client on time (Outgoing wire).
- Exchange of FX currencies in the market to process same in case of FX transactions.
- Processed capital call movements, subscriptions, transfers, and redemption payments in JPM Access based on instructions from Investor Relations team.
- Segregation of duties like assigning clients to different processors in the team.
- Authenticated signature verification and coordinated call back process with Oversight team for payments exceeding 5 million, ensuring maker-checker process compliance for all outgoing wires.
- Managed mailbox and followed checklist to ensure timely completion of tasks.
Education
Bachelor of Commerce - Finance
Seshadripuram First Grade College
Yelahanka03-2015
Skills
- Process Optimization
- Jira
- BRD Management
- Stakeholder Management
- Client Focus
- Time Management
Accomplishments
- Currency NAV Change Automation through Alteryx saving approximately 45min in a day.
- Automated the Novation workflow using the Optimizer Platform, enabling clients to gain real time visibility into their portfolios and reduce risk exposure.
- Streamlined MT300 RDLF Process and eliminated manual FX postings into the GSAM systems.
Hobbies and Interests
- Community Volunteering
- Travel Content Creation
Timeline
Assistant Vice President
HSBC Electronic Data Processing India Private Limited
02.2024 - Current
Senior Associate
Goldman Sachs Asset Management
01.2019 - 02.2024
Senior Analyst
JP Morgan Chase India Services Limited
06.2015 - 09.2019
Bachelor of Commerce - Finance
Seshadripuram First Grade College