Nousheen Ansari
Prime Brokerage Integration Analyst
Summary
Experienced Client Onboarding Analyst with over 5 years of expertise at leading firms like Morgan Stanley and Barclays. Adept at managing global onboarding processes for Prime Brokerage services, including Equity and Derivatives. Skilled in cross-functional collaboration, process optimization, and regulatory compliance.
Aiming to leverage my background to drive efficiency and support strategic goals in a dynamic setting.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
Work History
Prime Brokerage Integration Analyst
Barclays
01.2024 - Current
- Managed End-to-End Onboarding: Led the complete client onboarding process for Prime Services across London and Asia, ensuring seamless and timely onboarding within strict deadlines.
- Collaborated with Cross-Functional Teams: Coordinated with Sales, Compliance, Risk, Legal, and Operations teams to prioritize and streamline onboarding processes, enhancing overall efficiency.
- Drove Process Improvements: Identified and implemented process enhancements, providing recommendations to senior management to optimize onboarding workflows.
- Engaged with Global Stakeholders: Acted as a key liaison with Front Office, Risk, Legal, Compliance, and Sales desks across multiple regions, facilitating effective communication and issue resolution.
- Managed Data & Reporting: Tracked client details and prepared management reports (MIS) to support decision-making, ensuring accurate and efficient account setups.
- Led Team Initiatives: Directed daily operations, cross-training, and knowledge transfer within the team, while overseeing key projects and ad-hoc requests.
- Ensured Risk Management: Strengthened risk controls and took ownership of risk management in all aspects of the onboarding process.
Securities Settlements Associate
Morgan Stanley
12.2021 - 12.2023
- Led Process Migration: Accountable for migrating Equity and Fixed Income product processes from the vendor team, managing the end-to-end settlement of trades across 18 CSDR markets to prevent failed penalties.
- Collaborated with Vendor Partners: Worked closely with vendor partners to address aged fails, Buy-In risks, partial settlements, and break clearances.
- Optimized Operational Efficiency: Developed and produced sensitive metrics reports, significantly enhancing operational efficiency.
- Implemented Process Improvements: Proposed and implemented process improvements, reducing repetitive tasks and saving three hours daily, contributing to increased team productivity.
- Mitigated Risk: Proactively communicated on high-priority items, ensuring risks were effectively mitigated.
Global Banking Services Analyst/Associate
Morgan Stanley
07.2019 - 12.2021
- Liaised with Diverse Stakeholders: Coordinated with AML, Legal, Compliance, Cash Management, Prime Brokerage Representatives, Securities Settlements, Reconciliation, and Ref Data Teams to ensure seamless account setup.
- Accelerated Time-to-Market: Reduced time-to-market for high-priority account opening/closing projects, developing in-depth knowledge of pre-investment KYC and account setup requirements.
- Mitigated Non-Transaction Risk: Managed ad-hoc tasks related to KYC refreshes, FPI renewals, and SEBI KYC remediation exercises for Prime Brokerage clients in the Indian market.
- Collaborated on Global Reconciliation: Worked with the global team on the annual account reconciliation process, identifying gaps in account setup and audit trail maintenance.
- Demonstrated Adaptability: Provided essential team support during capacity challenges, taking on critical tasks to maintain smooth operations.
- Trained and Developed Team Members: Actively contributed to the training and development of new team members and interns, known for clear and effective communication.
- Award-Winning Performance: Recognized with two Spot Awards for exceptional client service and for managing a complex account opening project across multiple markets under tight deadlines.
- Proactive and Strategic Thinker: Known for the ability to think strategically, anticipate client needs, and provide innovative solutions to complex problems.
- Technical Proficiency: Strong understanding of operations with hands-on experience in quantitative and qualitative tools like PowerPoint, Excel, and Word.
- Risk Awareness: Demonstrated ability to spot red flags, react quickly to issues, and ensure thorough follow-up until resolution.
Intern
Terry Fox
- Key role in organizing and executing the Terry Fox Run
Intern
Rann Neeti Strategies Consultants’ Pvt. Ltd
- Data Management and creating voter awareness for BMC Elections, 2017
Education
Master of Arts - Economics
IDOL Mumbai University
01.2019 -
Bachelor - Management Studies
Wilson College
06.2016 - 06.2019
Master of Arts - Economics
IDOL Mumbai University
04.2019 - 04.2021
Master of Arts - Economics
IDOL Mumbai University
04.2019 - 04.2021
Timeline
Prime Brokerage Integration Analyst
Barclays
01.2024 - Current
Securities Settlements Associate
Morgan Stanley
12.2021 - 12.2023
Global Banking Services Analyst/Associate
Morgan Stanley
07.2019 - 12.2021
Master of Arts - Economics
IDOL Mumbai University
04.2019 - 04.2021
Master of Arts - Economics
IDOL Mumbai University
04.2019 - 04.2021
Master of Arts - Economics
IDOL Mumbai University
01.2019 -
Bachelor - Management Studies
Wilson College
06.2016 - 06.2019
Intern
Terry Fox
Intern
Rann Neeti Strategies Consultants’ Pvt. Ltd
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