Responsibilities:
- Worked closely with business users in identifying and defining the requirements and analyze them.
- Contributed to planning, scheduling and coordination of various project tasks and deliverables.
- BOT development and QA.
- Process Improvement track using JIRA.
- Daily status update over the call to product owners.
- Maintained several RPA Bots as batch processes on daily basis.
- Creating Process Definition Document and Solution Design Document.
Trade Settlements:
- Developed a bot to check the application and report failed trade details to custodians and brokers for different time zones.
- Developed a bot to automate the manual process of sending the emails to brokers which includes mismatched & not matched trades.
- Technologies used - Automation Anywhere and VBS.
Retail SMA Recon:
- Developed a bot to compare Nuveen Models with Sponsor models to keep track on the strategy offered to Sponsor in line with the Nuveen to achieve the desire results.
- As multiple portals are got involved in this Process, we created a centralized credentials vault for all client portals assigning and tracking them by creating groups and automated all the portals for getting the details and to be compared with the other source data called Caspian data.
- Technologies used - Automation Anywhere, VBS, Python and SQL
Data Room Monitoring Report:
- Data Room Monitor Report helps Sales/Distribution& Product team to monitor the activities performed by the prospects within any data room.
- Developed a bot which will transform the different sources of data into a single consolidated report and shares with Sales/Distribution& Product team.
- Technologies used - Automation Anywhere, Python.