Hi, I’m
Lokesh Shivanna
Project Manager - Implementations
Bangalore
Summary
Project Manager - Implementations Results-driven Project Manager with over 6 years of experience leading cross-functional teams in Agile environments, coupled with 15 years of expertise in operations and implementation. Proven track record of delivering complex projects on time and within scope by optimizing processes and fostering team collaboration.
Overview
21
years of professional experience
Work History
Fidelity Investments
Project Manager - Implementations
12.2019 - Current
Job overview
- Successfully managed multiple projects (Corporate Action - Acquistion, Deconversion and Mergers), Single Sign-On, Fund Actions simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Led technology implementation and integration projects, coordinating with developers, QA, and infrastructure teams to deliver high-quality solutions.
- Oversaw system migration and SSO integrations, ensuring secure and seamless user experience.
- Managed end-to-end testing cycles, production deployments, and post-go-live support.
- Worked with stakeholders to define requirements, translate them into technical tasks, and track progress via Jira and Confluence.
- Facilitated Agile ceremonies (daily stand-ups, sprint planning, backlog refinement, retrospectives) to drive team performance and continuous improvement.
- Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
- Promoted innovation within project teams, encouraging exploration of new tools and methodologies to enhance project outcomes.
- Improved client relationships, consistently meeting or exceeding project expectations and maintaining open lines of communication.
Fidelity Investments
Senior Analyst/Project Analyst
07.2012 - 12.2019
Job overview
- Supported US project managers in executing client implementations by creating strategic pre-work documentation and system setup protocols.
- Processed Fidelity/Non-Fidelity fund approval requests through comprehensive validation workflows, ensuring 100% compliance with regulatory requirements.
- Analyzed fund structures using Fund Fit tools, identifying optimal solutions for client requirements and facilitating downstream process success.
- Coordinated cross-functional initiatives between project teams and operational units, improving process efficiency and client satisfaction.
- Maintained comprehensive documentation for all fund actions and approval processes, ensuring audit readiness and regulatory compliance.
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Cultivated a positive working environment for team members, resolving conflicts promptly, and promoting collaboration at all levels.
Fidelity Investments
Analyst
02.2006 - 07.2012
Job overview
- Team member of Customer Research and Resolution team.
- Essay a stellar role in ensuring smooth & efficient process operations while achieving defined critical to quality, critical to process, and TAT targets.
- Trained and onboarded 15–20 team members, delivering structured sessions to enhance functional knowledge and operational excellence.
- Provided coaching and mentoring to team members, fostering skill development and continuous improvement.
- Collaborated with managers to support performance feedback discussions, offering insights and recommendations for team growth and productivity.
- Formulate and implement processes and operating guidelines for streamlining existing processes and expanding to new ones.
- Implementing process improvement initiatives to enhance performance, customer satisfaction, and quality.
- Ensure timely completion of process improvement & transition projects.
- Successfully transitioned critical processes to the Chennai center as part of the Business Continuity Planning (BCP) initiative, ensuring seamless operations and risk mitigation.
- Minimized business disruption by designing contingency workflows and ensuring team readiness for BCP execution.
- Awarded the "You Have Earned It Award" thrice for being the most outstanding performer on the team. Awarded the ON-THE-SPOT AWARD for helping the team in resolving critical issues in a team. Awarded the Zero Defect award for 100% error-free production.
- Conducted regular reviews of operations and identified areas for improvement.
Indecomm Global Services
Junior Executive
12.2004 - 02.2006
Job overview
- This position involved hands-on expertise in managing the entire process of securing a home loan for customers in the United States. I was skilled in onboarding customers, verifying documents, and providing KYC compliance and underwriting support.
- Team member of Post Closing Quality Control & Recording Services Team.
- Recommended and implemented ideas for cost saving, process improvement and elimination of non value-added steps in processing to enhance process efficiency.
- Identified trends and assessed opportunities to improve processes and execution.
- Improved process quality by error analysis, 1:1 analysis and refresher training of team.
- Coordinated events and worked on ad hoc projects.
Education
Scrum.Org
Profession Scrum Master
09-2025
Scrum Alliance
Certified Scrum Product Owner
07.2025
PMI – Project Management Institute (USA)
from Project Management Professional
12.2024
Sikkim Manipal University
MBA from Finance
04.2001
Bangalore University
BBA from Business Management
04.2001
Skills
Project coordination
Strategic project planning
Project management tracking
Coaching and mentoring
Software development lifecycle
Change control processes
Mergers and acquisitions
Verbal and written communication
Strategic planning
Risk management
Client relations
Root-cause analysis
Agile methodology
Team collaboration
Reading Business & Leadership Books, Spiritual books, Playing cricket,
Staying updated on project management, leadership, and technology trends.
Timeline
Project Manager - Implementations
Fidelity Investments
12.2019 - Current
Senior Analyst/Project Analyst
Fidelity Investments
07.2012 - 12.2019
Analyst
Fidelity Investments
02.2006 - 07.2012
Junior Executive
Indecomm Global Services
12.2004 - 02.2006
Sikkim Manipal University
MBA from Finance
04.2001
Bangalore University
BBA from Business Management
04.2001
Scrum Alliance
Certified Scrum Product Owner
Scrum.Org
Profession Scrum Master
PMI – Project Management Institute (USA)
from Project Management Professional