Mayank Srivastava
Greater Noida
Summary
Accomplished Subject Matter Expert with a proven track record at Clearwater Analytics, adept in Project/Program Management and Team Management. Spearheaded programs to achieve an ARR of nearly $8 million, enhancing client onboarding and implementation processes. Demonstrates exceptional business analytics skills, ensuring project success and stakeholder satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Subject Matter Expert-Implementation
Clearwater Analytics
Noida
03.2024 - Current
- Oversaw a program encompassing 5 to 6 distinct projects, achieving an ARR of nearly $8 million.
- Develop a detailed project plan for the overall implementation, including resource planning and allocation, time management, assigning the required skill set, and issue management.
- Monitor the development progress, give the required input, and inform clients about the progress.
- Supervises and collaborates with stakeholders for on-schedule project completion.
- Generates weekly status reports, and holds weekly status meetings with the client and project team.
- Supervise budget management and report on financial progress for implementations.
- Ensures seamless transition to the steady-state servicing team with comprehensive support.
- Collaborated with development teams to enhance client onboarding experience.
- Streamlined collaboration across business stakeholders including Client Servicing, Sales, and Development.
Team Leader
Bank of America
Gurgaon
01.2022 - 02.2024
- Executed strategic management of projects focusing on different customers' portfolio construction and analysis.
- Led a group of five employees, achieving high-performance benchmarks and professional advancement.
- Supported PMs and PMAs with portfolio administration tasks including client presentations, performance analysis, wealth planning reports, proposals, Reg-9 compliance, account reconciliation, manager blends and comparisons.
- Produced comprehensive investment plans incorporating income forecasts and allocation strategies.
- Evaluated processes, pinpointed inefficiencies, and introduced enhancements to boost customer satisfaction.
- Facilitated communication with Portfolio Managers regarding various requests.
- Generated visual representations of data, including charts and graphs, to highlight conclusions.
Team Developer
Bank of America
Gurgaon
07.2016 - 12.2021
- Executed strategic management of projects focusing on different customers' portfolio construction and analysis.
- Executed diverse administrative duties spanning client presentations, performance evaluation, report generation proposed by wealth planners.
- Handled diverse process assignments, including workflow efficiency projects and data mining.
- Utilized databases like Bloomberg and Morningstar Direct to value portfolios and pull financial reports.
- Engaged in regular on-call meetings with Portfolio Managers to discuss portfolio performance, risk-return metrics, rebalancing strategies, and sector allocation.
Senior Research Analyst
Bank of America
Gurgaon
07.2013 - 06.2016
- Analyzed and evaluated business, trust, and broker’s account opening documents.
- Handled powers of attorney services for accounts.
- Applied individual evaluation techniques to specify the fair value of investments.
- Explained implementation of analysis in optimizing strategic initiatives to internal and external clients.
- Resolved conflicts and provided answers via ongoing consultations with line-of-business collaborators.
Research Analyst
Bank of America
Gurgaon
07.2011 - 06.2013
- Drafted various financial documents including purchase agreements, loan applications, and income assessments.
- Performed pre-underwriting activities with precision.
- Collaborated with Sales Team, including HSS and MLOs, to evaluate clients' financial status.
- Conducted thorough document audits and initiated corrective actions.
Education
MBA - Finance
CSJM University
Kanpur01.2011
B.Sc. -
CSJM University
Kanpur01.2009
Skills
- Project/Program Management
- Business Analytics
- Client Onboarding and Implementation
- Risk Management
- Compliance Management
- Team Management
- Portfolio Management
- Portfolio Construction
- Investment Research
Accomplishments
- Won Gold, Silver and Bronze Award multiple times for the exceptional performance
- Proposed extremely useful solutions for processes, resulting in reduction of operational time
Technical Skills
Clarizen & Salesforce
Atlassian - Jira Software
Atlassian- Confluence
Bloomberg & Morning Star
SQL Server
Certification
- Project Management Foundation, Project Management Institute
- Business Analysis Foundation, Project Management Institute
- Business Intelligence using Power BI, Skill Nation
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Subject Matter Expert-Implementation
Clearwater Analytics
03.2024 - Current
Team Leader
Bank of America
01.2022 - 02.2024
Team Developer
Bank of America
07.2016 - 12.2021
Senior Research Analyst
Bank of America
07.2013 - 06.2016
Research Analyst
Bank of America
07.2011 - 06.2013
MBA - Finance
CSJM University
B.Sc. -
CSJM University