Harsh Vardhan Sharma
Summary
Collaborative Associate Director with 13+ years' of experience in Business Analysis, Data Analytics, Requirement Gathering, Product Management, Data Visualization, Project Management, Risk Advisory, Stakeholder Management & Team Management. Adept at supporting and enhancing processes with a decisive leadership style and strategic approach to decision making.
Strong experience in SQL, SAS Enterprise Guide, Tableau, Alteryx
Overview
15
15
years of professional experience
Work History
Associate Director (Strategic Business Analyst)
Union Bank of Switzerland, UBS
09.2017 - Current
- Global Wealth Management - Banking
- Part of pilot batch setup of GWM in Mumbai, hand on exposure of spearheading the effort of setting up ODC, managing a team of 5 individuals & leading them for running successful business delivery;managing new recruitment and bringing best practices
- Strategic planning, analysis, tracking and reporting for key products (Securities Backed Lending, Mortgage, Credit Cards & Deposits)
- Streamline Product Campaign steps (i.e. account suppression, opt out, targeting, marketing channel) to improve efficiency, studied the product attributes, behavioral pattern, demands, trends and applied collaborative approach that recommends the better product to clients
- Quantitative Analysis & Dashboards represents sales graph and flag key potential areas and using regression forecast business growth and market penetration by Senior Wealth Bankers
- Support Credit Card specific banking initiatives - BAU Risk Reporting
- Execute Annual Key Procedural Control(Assessment, Review Refinement and Testing) to validate ongoing performance of existing KPCs across businesses under GWM Banking
- Collect evidence, ratings, and effectiveness of all the controls on a semi-annual basis
Business Analyst
Invesco Pvt. Ltd
11.2014 - 09.2017
- Global Performance Measurement & Risk
- Responsible for reporting/analysis on Invesco's Investment business in equity, fixed income and alternative products using calculation of Standard deviation and Correlation
- Preparation of "CIO Challenge Commentary Pack”, which is used by CIO for investment decision and evaluating business performance and write commentary over a period of time analyzing performance like EBITDA forecasts, P/E ratio, NPV & IRR analysis etc
- Worked on Synthetic risk and reward indicator to produce SRRI numbers for ICVC and Cross border product
Senior Business Analyst (Senior Officer)
Publicis Sapient Consulting Limited
10.2012 - 11.2014
- Controller Trading and Risk Management Process
- Conducted Business Research on Hedge Fund company, with respect to data points, namely; Fund overview, Industry classifications, Financials, Key Developments etc
- Responsible for performing financial reporting and analysis for assigned functional areas
- Worked on providing services to the clients in the areas of due diligence researching of various corporate action deals like stock split, dividend payout and M&A affecting client portfolios and ensuring that they are accounted as per the terms of the events
Financial Analyst
HSBC
01.2011 - 10.2012
- Prepared portfolio valuations and maintain the underlying accounting records for assigned hedge funds Day to day analysis of Stock price variances, Pricing of common stock and derivative instruments like
- Futures and Options, CDS, Swap & Bond Booked capital transactions (Subscriptions & Redemption of funds), Fixed & Variable Fees (Redemption fee, management fee, Exchange fee) Booked Accruals & Prepayments for NAV calculation of Hedge Fund to accounting system(Geneva) based on the reports received from Investor Services
- Have worked on Corporate Action activities like Dividend, adjusting books of accounts with Bonus, Rights issue, Splits and Spin-offs P&L and Performance Analysis of Equities, Bonds, Swaps, Futures and Options on Daily, Weekly and monthly basis and involved in preparing financial statements for funds
- Supported fund migrations from Asian Jurisdictions namely HK, Australia and Singapore by collating all the relevant information from the stakeholders and perform UAT followed by parallel run and subsequently going LIVE
Financial Analyst
NK Realtors Pvt. Ltd
03.2010 - 12.2010
- Evaluated client's investment in Real Estate and prepared reports for assisting clients in obtaining finance from various financial institutions
- Prepared MIS report and presented them to Senior Management
Internship Student
COAL INDIA LIMITED
06.2009 - 04.2020
- Project Report : “Working Capital Management”
- In this project performed the financial analysis of Coal India Limited and went through the financial statements of the company to judge the profitability and financial soundness of the firm.
Education
PGDBM - Finance
International School of Business
Kolkata03.2010
MBA - Finance
Punjab Technical University
03.2010
B.Com - Accountancy Honours
Calcutta University
Kolkata03.2007
10+2 -
St Johns High School
Kolkata03.2004
Skills
- Programming Tool: SAS, SQL
- Data Visualization: Tableau, PowerBI
- Accounting Software: Advent Geneva
- Efficient in working with live databases: EDW, Bloomberg Terminals, Factset, Thomson Reuters Datastream, Lipper
Timeline
Associate Director (Strategic Business Analyst)
Union Bank of Switzerland, UBS
09.2017 - Current
Business Analyst
Invesco Pvt. Ltd
11.2014 - 09.2017
Senior Business Analyst (Senior Officer)
Publicis Sapient Consulting Limited
10.2012 - 11.2014
Financial Analyst
HSBC
01.2011 - 10.2012
Financial Analyst
NK Realtors Pvt. Ltd
03.2010 - 12.2010
Internship Student
COAL INDIA LIMITED
06.2009 - 04.2020
PGDBM - Finance
International School of Business
MBA - Finance
Punjab Technical University
B.Com - Accountancy Honours
Calcutta University
10+2 -
St Johns High School
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