Meghana Goswamy
Mumbai
Summary
Operations and settlements leader with expertise in equity derivatives and collateral operations. Proven track record in driving process improvements, resolving settlement breaks, and enhancing operational efficiency and risk control through effective stakeholder management.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Team Leader, Equity Derivative Settlements
J.P. Morgan Securities Pvt Ltd
06.2024 - Current
- Lead investigation and resolution of settlement breaks
- Coordinated with Middle Office, Technology, and stakeholders to ensure timely settlement execution
- Implemented process improvements to enhance operational workflows
- Managed risk escalations and prepared governance reporting to support compliance and risk mitigation efforts
Team Leader, CIB Collateral & Cash Operations
J.P. Morgan Securities Pvt Ltd
03.2022 - 05.2024
- Executed collateral reconciliations and settlements to ensure accuracy and compliance
- Collaborated with Treasury, Risk, and Client Service teams to streamline processes and enhance communication
- Developed MIS to facilitate timely risk escalation and informed decision-making
EdTech Content Developer
Freelance
03.2021 - 02.2022
- Created curriculum content and managed digital learning production to enhance student engagement
- Developed engaging content for various digital platforms and clients.
- Researched industry trends to create relevant and timely articles.
- Collaborated with clients to define content strategies and goals.
Assistant Manager, Academic Operations
Rustomjee Kerawala Foundation
06.2019 - 07.2020
- Managed digital transitions and performed audits.
Teacher
VIBGYOR High
05.2014 - 05.2019
- Delivered curriculum in Mathematics and Social Sciences
Operations Roles
J.P. Morgan Securities Pvt Ltd
01.2003 - 01.2010
- Part of successful migration of Derivatives Internals process from Bournemouth to India hub.
- Pre confirmation of Receipts/ payments with clients.
- Reconciliations of Nostros breaks and root cause analysis to identify process improvements.
Processing Officer
eServe International Ltd
01.2000 - 01.2003
- Processed high-volume customer transactions, ensuring accuracy and compliance with company standards.
- Transaction processing and receivables reconciliation
- Maintained accurate and timely records in internal database systems to support operational needs.
- Collaborated with team members to enhance document handling procedures, improving workflow efficiency.
Education
B.Com/ Bachelor of Education -
University of Mumbai
Skills
- Migration - Internals derivatives settlements
- Collateral and cash operations
- Risk management and controls
- Stakeholder management
- Process improvement facilitation
- MIS reporting streamlining
- Regulatory compliance
- Root cause analysis
- Mentoring new employees
- Complex problem solving
- Team collaboration
Certification
- Six Sigma Training
- Capital Markets Product Training
- Communication Skills Program
Awards
- Service Star
- Team of the Quarter recognitions
Key Achievements in last 2 years
Break rate reduction by 20% with focus on > 15 days nostros
Root Cause Analysis of breaks
Coordinating with Middle Office/ stakeholders to expedite break resolution
MIS automation resulting in reduction of 20hours on monthly basis to improve productivity
Facilitating and following up with client to use symphony chat tool for quick updates
Timeline
Team Leader, Equity Derivative Settlements
J.P. Morgan Securities Pvt Ltd
06.2024 - Current
Team Leader, CIB Collateral & Cash Operations
J.P. Morgan Securities Pvt Ltd
03.2022 - 05.2024
EdTech Content Developer
Freelance
03.2021 - 02.2022
Assistant Manager, Academic Operations
Rustomjee Kerawala Foundation
06.2019 - 07.2020
Teacher
VIBGYOR High
05.2014 - 05.2019
Operations Roles
J.P. Morgan Securities Pvt Ltd
01.2003 - 01.2010
Processing Officer
eServe International Ltd
01.2000 - 01.2003
B.Com/ Bachelor of Education -
University of Mumbai