JOSEPHINE JENNIFER
Bangalore
Summary
- Seasoned Director with background in strategic planning, team leadership, and performance optimization. Known for driving company growth by developing efficient operational strategies and fostering professional relationships.
- Demonstrated abilities in problem-solving, decision-making, and communication skills to influence key stakeholders. Proven record of delivering innovative solutions and achieving organizational goals.
- Recognized for exceeding performance expectations for consecutive years and awarded for contributions to efficiency and transformation.
Overview
7
7
years of professional experience
11
11
Certifications
Work History
Director
Morgan Stanley
Bangalore
11.2022 - Current
- Led cross-functional teams to develop and implement strategic initiatives. Leading the current Global Automation Strategy for Reconciliation Process across the business using Agentic AI Models.
- Gen AI & Automation Expert: Led business-wide generative AI sessions, as an expert on prompt engineering and advancements in agentic AI technology.
- Data Analytics and Automation Strategy Lead: Proficient in using Data Analytics tools (like Alteryx, MS Power BI, UiPath StudioX, Pega Fast, Tableau) to drive automation strategies, achieving efficiency of more than 3,000 hours.
- Change Governance Reporting: Oversaw change governance reporting for financials, resource allocation, and budget approvals within Global IM Operations.
- Agile Enablement Governance: Managed agile governance processes through regular performance evaluations and KPI assessments to promote adherence to agile methodologies.
- Data Governance Framework: Established a comprehensive framework for monitoring project health and progress during Change transformations.
- Conducted incremental business reviews with senior management for project hygiene checks and alignment with KPIs.
- Oversaw project management processes and system integration to ensure timely execution of key deliverables.
Associate
Morgan Stanley
Bangalore
06.2019 - 11.2022
- Managed RCSA review and developed regulatory reporting metrics pack, consolidating report submissions to streamline risk assessment.
- Collaborated with senior stakeholders across operations, compliance, technology, and cross-functional teams to drive successful risk assessment projects.
- Led enhancements of regulatory report tool, automating monthly KRIs and KPIs metrics.
- Established incident metrics dashboard using Tableau for comprehensive performance tracking.
- Enhanced tool attributes and improved data quality by identifying and populating additional data elements.
- Prepared presentations for Business areas, clearly articulating enhancement opportunities and risks.
- Supported development and implementation of proactive approaches to address risk, fraud and control framework adherence.
Intern
Share Khan Pvt. Ltd
Bangalore
11.2018 - 02.2019
- Conducted technical analysis project analyzing stock performance over five years to identify trends.
- Collaborated with office head and trading associates on project, producing business case write-ups and performance interpretations.
- Conducted market research to identify trends and customer preferences.
- Assisted in developing marketing materials for product promotions.
- Coordinated team meetings to streamline project communication and updates.
Education
Bachelors of Vocation - Banking and Finance
Jyoti Nivas College Autonomous
Bangalore04.2019
Skills
- AI Strategy
- Data analytics
- Risk assessment
- Project management
- Automation strategy
- Change governance
- Agile methodologies
- Stakeholder collaboration
- Problem solving
- Written communication
- Business Communication skills
- Adaptability and Multitasking
Certification
Alteryx Core Designer Certified
Personal Interests & Hobbies
- Reading
- Writing Prose and Poetry
- Tennis
- Baking and Herbal Medicinal Cooking
- Dance
- Yoga
References
References available upon request.
Accomplishments
Individual Spotlight Winner (2022, 2023, 2024)
Timeline
Director
Morgan Stanley
11.2022 - Current
Associate
Morgan Stanley
06.2019 - 11.2022
Intern
Share Khan Pvt. Ltd
11.2018 - 02.2019
Bachelors of Vocation - Banking and Finance
Jyoti Nivas College Autonomous