Jhumar Kapoor
Pune
Summary
Accomplished and results-driven professional with over 17 years of extensive experience in Test Management, Project Management, and Operations Management within the Transfer Agency and Custody sectors. Demonstrates exceptional expertise in Test Management, Requirement Analysis, Stakeholder Management, Vendor Management, and Team Leadership within the banking industry. Renowned for successfully implementing strategic projects that encompass complex platform changes, system upgrades, regulatory compliance, client onboarding, and process re-engineering. Possesses comprehensive, hands-on experience with the software development life cycle and a variety of development methodologies.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Business Analyst - Assistant Vice President
HSBC Global Banking and Markets - Securities Services - Global Custody
08.2022 - Current
- Defining product and operations requirements and system goals through partnership with the relevant teams and end users.
- Filtering, prioritizing and validating complex material from multiple sources and performing functions as assigned.
- Develop and document clear and detailed test plans and test scripts.
- Collaborate with business partners to manage and provide updates on the value stream.
- Building and maintaining strong working relationships with the product, operations and technology teams.
Senior Business Analyst - Manager
HSBC Global Banking and Markets - Securities Services - Transfer Agency
10.2010 - 07.2022
- Oversee project/business analysis activities from conceptualization to project closure including business case preparation, project planning, implementation and closure.
- The role involves performing end-to-end testing of various new system functionalities or enhancements like FX, Cash Settlements, Financial and Non-Financial reports, and migrating standard reports from BO 3.1 to Jaspersoft.
- Providing support to data migrations and data clean-up activities and performing other functional duties relating to Transfer Agency projects when assigned.
- Participate in the internal testing (SIT) and Risk Based testing and conducting UAT.
- Validate test scripts in cooperation with business users and development teams and ensure appropriate sign-off is secured.
- Responsible for enhancing the HSS Global TA capabilities and delivering a best in class.
- Working with sustainable retail and institutional LUX TA and multi-domicile Asset Management Clients.
Fund Administrator
HSBC Global Banking and Markets - Securities Services - Transfer Agency
04.2007 - 09.2010
- Had been an integral part of both the Singapore and Ireland TA.
- Responsible for maintaining and updating NAVs and related information on Flex cube, Cash Settlements, generation of financial reports, reconciliations and corporate actions.
- Performing end-to-end testing of various new system functionalities or enhancements like SWIFT, Contractual settlement, General Dealing, Related party, Data Privacy and Stop Codes of Global TA Platform along with different business reports.
- Responsible for the facilitation of issue resolution and decision-making with other teams and Business owners.
- Responsible for supporting QA testing, Regression, Model Office Testing
Coordinator
Blend Financial Services Pvt. Limited
12.2006 - 04.2007
- Arranging for meetings and coordinating between the Branch and the Head Office.
- Assisting the Branch head and RMs in their day-to-day work.
Senior Customer Care Officer
HDFC Bank
09.2003 - 05.2005
- Responsible for maintaining the record of the clients for the phone banking vertical.
- Handling escalation calls and resolving issues with the TAT.
- Auditing the log sheets related to lost cards/ address changes/cross-sales.
Customer Care Executive
Standard Chartered Bank
07.2002 - 08.2003
- Trained on the features and types of credit cards.
- Verifying the identification of the cardholder before processing the cards.
- Soft selling supplementary cards and cross- selling of other products.
Education
Graduation - B.Com
Calcutta University
Kolkata01-2002
Higher Secondary -
West Bengal
Kolkata01-1999
Secondary -
West Bengal
Kolkata01-1997
Skills
- Multiple TA Platform Knowledge
- Custody Platform Knowledge
- Requirement Analysis
- Test Management
- Stakeholder Management
- Vendor Management
- Requirement Documentation
- Team Management
- SDLC
- Agile
- Waterfall
- UAT Testing
- Regression Testing
- Defect Management
- Waterfall
- UAT Testing
- Regression Testing
- Defect Management
CORE COMPETENCIES
- Strong expertise in Transfer Agency and Global Custody, with extensive experience in client onboarding, platform upgrades, and migrations, including regulatory changes like FATCA and CRS.
- Proficient in regression testing through automation, change management, and defect management.
- Well-versed in investment banking platforms such as MultiFonds, GTAP (.NET and J2EE), NTAS, Business Objects, ARPS, GTAPWeb, TLM, AWD, and Global Custody Systems.
- Collaborated with business areas across Singapore, Hong Kong, Dublin, Luxembourg, and the UK. Participated in SIT and risk-based testing with comprehensive “AS IS” and “TO BE” process knowledge.
- Led code merge regression testing through automation and conducted scrum meetings, sprint planning, review, and retrospectives.
Projects Managed
PROJECT MINT, 24 Months, Senior Business Analyst
This project was initiated to enhance the HSS Global TA capabilities and deliver best-in- class sustainable retail and institutional LUX TA services, as well as multi-domicile asset management clients.
Responsibilities:
- Performing end-to-end testing of various new system functionalities or enhancements, including FX, cash settlements, financial and non-financial reports, and the migration of standard reports from BO 3.1 to Jaspersoft.
- Participating in internal testing (SIT), risk- based testing, and UAT.
PROJECT LEOPARD, 27 Months, Lead Business Analyst
This project was initiated to enhance the HSS Global TA capabilities to deliver best-in-class sustainable retail and institutional UK TA services, and multi-domicile asset management clients.
Responsibilities:
- Applying specialist expertise to undertake the day-to-day responsibilities of the testing process, organizing and participating in the reviewing and analyzing appropriate documentation.
- Conducting automation testing.
- Performing code merge regression testing through automation.
PROJECT EVO , 24 Months, Workstream Lead
To migrate the GDTA servicing of alternative funds from Koger NTAS to Multifonds Global Investor, aimed at reducing platform running costs and removing vendor risk
Responsibilities:
- Requirement gathering, requirement analysis, gap analysis, test planning, test case scripting, test case execution, defect management, and reporting.
- Stakeholder management.
- Training stakeholders and team members on the new system functionalities.
PROJECT ENTERPRISE, 57 months, Business Analyst
This large-scale project was initiated by HSBC Luxembourg to migrate Transfer Agency Services from a third-party financial service provider to HSBC Luxembourg.
Responsibilities:
- Performing end-to-end testing.
- Conducting automated regression testing
Certification
Certified Scrum Master
Social Links
www.linkedin.com/in/jhumar-kapoor0495ab163
Hobbies and Interests
- Reading
- Cooking
- Travelling
Languages
- English
- Hindi
- Bengali
Timeline
Senior Business Analyst - Assistant Vice President
HSBC Global Banking and Markets - Securities Services - Global Custody
08.2022 - Current
Senior Business Analyst - Manager
HSBC Global Banking and Markets - Securities Services - Transfer Agency
10.2010 - 07.2022
Fund Administrator
HSBC Global Banking and Markets - Securities Services - Transfer Agency
04.2007 - 09.2010
Coordinator
Blend Financial Services Pvt. Limited
12.2006 - 04.2007
Senior Customer Care Officer
HDFC Bank
09.2003 - 05.2005
Customer Care Executive
Standard Chartered Bank
07.2002 - 08.2003
Graduation - B.Com
Calcutta University
Higher Secondary -
West Bengal
Secondary -
West Bengal
Certified Scrum Master
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