Business Analyst with a comprehensive background in Investment Banking, specializing in requirement gathering, data analysis, trade booking, end-to-end settlement processes, buy-ins, and management of Standard Settlement Instructions (SSI). Proficient in applying CBAP principles, SQL querying techniques, and Agile Scrum methodologies to drive strategic decision-making and streamline business processes. Effective communicator and collaborator, known for driving process improvements and supporting decision-making through detailed data insights.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Analyst
Broadridge Financial Solutions
11.2017 - Current
Led cross-functional teams to analyze business needs and gather requirements, driving the development and enhancement of various applications
Analyzed extensive datasets to uncover key trends and patterns, resulting in a 20% reduction in operational inefficiencies and a 15% increase in overall process efficiency
Collaborated with stakeholders to establish clear project scope and objectives, ensuring alignment with organizational goals; boosted project success rate by 25% and reduced scope creep by 30%
Developed comprehensive documentation, including business requirements, functional specifications, test plans, and user manuals, facilitating effective communication and project management
Facilitated user acceptance testing (UAT) and worked closely with development teams to ensure solutions met business requirements and quality standards
Provided training and support to end-users during implementation and post-implementation phases, fostering adoption and ensuring successful project outcomes
Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
Performed gap analysis to identify areas of improvement.
Conducted interviews with key business users to collect information on business processes and user requirements.
Collaborated with stakeholders to identify business needs and data sources.
Streamlined project management with effective communication and collaboration across cross-functional teams.
Collaborated with stakeholders to define project objectives and criteria.
Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
Investment Banking
Broadridge Corporate Solutions
07.2011 - 11.2017
Increased client satisfaction by resolving trade discrepancies and ensuring timely settlement of transactions.
Reviewed daily trade blotters for accuracy before submitting them to senior management for approval purposes.
Contributed to ongoing process improvement initiatives by identifying areas of inefficiency in current workflows and proposing innovative solutions for enhancement.
Maintained up-to-date knowledge of market trends, regulations, and industry best practices, ensuring optimal decision-making in trade support functions.
Enhanced trade processing efficiency by streamlining workflows and implementing automation techniques.
Coordinated effectively with external auditors during annual reviews by providing accurate documentation and insightful answers to queries related to trade activities.
Collaborated with front office teams to facilitate seamless execution of trades while minimizing errors and delays.
Worked closely with the back office team to ensure accurate booking of trades, proper settlement instructions, and timely resolution of any post-trade issues.
Improved data accuracy and consistency by collaborating with teams to align on trade reconciliations and confirmations.
Managed Standard Settlement Instructions (SSI) to ensure accurate and efficient transaction settlements
Ensured accurate recording and matching of all trades in post-trade processes, including confirming trade details with counterparties, resolving discrepancies, and ensuring compliance with regulatory requirements and internal policies
Leveraged expertise in end-to-end settlement, buy-ins, and Regulation SHO Rule 204 buy-ins to support trading desk and fund house activities and ensure regulatory compliance
Demonstrated proficiency in applications such as Bloomberg, DTC, DTCC Smart Track, Settlement Web, GLOSS, GFW (Global Framework), Impact, GCAM, Trade-rt, FISS, and BPS (Brokerage Processing System).
Education
MBA - Finance
Osmania University
Hyderabad, India
06.2011
Bachelor of Science - Computer Science
Osmania University
Hyderabad, India
04.2009
Skills
Requirement Gathering
Data Analysis
Stakeholder Management
Data Visualization
Agile Methodology
Process Improvement
Project Management
User Acceptance Testing
SQL Proficiency
Gap analysis
Cost-benefit analysis
Tableau
Accomplishments
Received senior leadership recognition for continuously identifying and resolving process gaps and defects.
Languages
English & Hindi
Personal Information
Date of Birth: 10/05/88
Certification
CBAP - Certified Business Analysis Professional
Timeline
Business Analyst
Broadridge Financial Solutions
11.2017 - Current
Investment Banking
Broadridge Corporate Solutions
07.2011 - 11.2017
MBA - Finance
Osmania University
Bachelor of Science - Computer Science
Osmania University
CBAP - Certified Business Analysis Professional
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