Summary
Overview
Work History
Education
Skills
Timeline
Generic
Mathew W

Mathew W

Poul
Bengaluru

Summary

Proactive thinker, problem solver, determined, courageous and humble team player. Played a Pivotal role in transitioning CRD compliance process to India from Singapore. Established as proficient guideline coder in CRD

Overview

14
14
years of professional experience
5
5
years of post-secondary education

Work History

Assistant Manager

State Street
09.2022 - Current

• Guideline interpretation, coding & testing, attribute review and testing

• Coding review of guideline, validation and promotion to Production.

• Onboarding of funds, matrix review and set up of rules.

• Data exceptions clearance on biweekly basis with coding amendments.

• Client, consultants & operations inquiries and resolution.

• Training new joiners and colleagues on best coding practices.

Rewards & Recognition: Received "Fabulous" award for simplifying Derivative Rule Coding & “Well Done” award for Client Coding Review and Attribute testing.

Lead Analyst

BNY Mellon
01.2016 - 08.2022

Lead Analyst (Jun 19- Aug 22) - • Visited Singapore from Sep 2019 to Oct 2019 and played pivotal in transitioning CRD Compliance process to India.

• Investment Compliance Reporting, guideline interpretation, coding, testing, review, matrix preparation, client and consultants servicing.

• Played pivotal role in transitioning CRD to BNY Compliance Monitor and successfully transitioned all 8 clients to BNY in-house platform.

Senior Analyst (Jan 16 - Jun 19) • Responsible for Market Risk and Surveillance reporting of Various Hedge Funds. • Model Validation, Var Back testing, Valuation and P&L Attribution, Historical Stress Scenario’s.

Rewards & Recognition: Received “WOW” award for Composite Rating Project (Cost Saving Project) and “Take a Bow” award for “Help Client Succeed1”

Senior Analyst

Northern Trust
10.2012 - 01.2016

• Responsible for accurate pricing of all non-derivative securities across EMEA&US.

• Review of prices, cross provider validations, tolerance checks, resolving pricing issues and challenges received from internal & external stakeholders.

Rewards & Recognition: • Per-Cellence Award, Achievers Award, Silver Award for Innovative Thinking • Bronze Awards for Excellence in Execution and Focused Client Relationship.

Process Developer

Thought Focus Information Technologies
07.2010 - 02.2012

Served as Process Developer working in night shift and was responsible for Flood zone determination for parcels in US. Also did Master's (Regular PG Course) in parallel during daytime.

Education

Master's in Financial Analysis And Management - Finance, India

University of Mysore
Mysore
07.2010 - 07.2012

Bachelor of Business Management - Finance, India

St. Philomena's College
Mysore
07.2007 - 06.2010

Skills

Compliance Coding & Reporting, CRD,

Risk Reporting, HM Data

Valuations, Pricing, Bloomberg

MS Excel, SQL, Problem Solving

Timeline

Assistant Manager

State Street
09.2022 - Current

Lead Analyst

BNY Mellon
01.2016 - 08.2022

Senior Analyst

Northern Trust
10.2012 - 01.2016

Process Developer

Thought Focus Information Technologies
07.2010 - 02.2012

Master's in Financial Analysis And Management - Finance, India

University of Mysore
07.2010 - 07.2012

Bachelor of Business Management - Finance, India

St. Philomena's College
07.2007 - 06.2010
Mathew WPoul