Owena D’Souza
Associate Manager
Thane
Overview
11
11
years of professional experience
4
4
Languages
Work History
Associate Manager
JP Morgan Chase India Pvt Ltd.
08.2024 - Current
- Prepared and reconciled daily trade blotter reports, ensuring accurate validation of executed trades, and investigating trade amendments or cancellations to maintain compliance with internal controls and regulatory standards.
- Assisting the Front Office to book trades (FX, Money Market, Bond, Repo) for clients.
- Validating rates submitted for HIBOR, and TIBOR.
- Assessing FX hedge trades booked by traders.
- Investigation of breaks in trades.
- Part of Reg W, Reg K, and CFTC reporting.
- Reviewing HKMA valuation breaks, rectifying, and uploading on the HKTR portal are also part of the HKMA rewrite.
Associate Manager
JP Morgan Chase India Pvt Ltd.
07.2023 - 07.2024
- Part of Alert Automation, where alert SSIs were auto-updated in all trading systems.
- Enhancement of AMS 2.0 (internal account management system) for setup and bulk updates to flow to all downstream applications.
- Managed UAT testing.
- Part of BCP training and testing.
- Escalation Management.
- Process migration.
- Worked on SSI and account setups for FX and Fixed Income products.
- Was part of callback process, where had to contact client to validate cash SSI.
Team Leader
JP Morgan Chase India Pvt Ltd.
07.2021 - 06.2023
- Responsible for the successful automation of various processes and UAT testing.
- Identification of processes for automation.
- Creation of workflows and BRDs for automation projects.
- Managing client deliverables.
- Quality Control.
- Creation of SOPs and Workflows.
- Preparation of test cases for UAT testing.
- Escalation Management.
- Process Migration.
Operations Analyst
JP Morgan Chase India Pvt Ltd.
02.2018 - 06.2021
- Post client onboarding and trade initiation for Foreign Exchange (FX), Foreign Exchange Options (FXO), equity, fixed income, equity derivatives, etc., the current primary role in the settlement process includes performing system updates for client confirmation methods such as email, fax, standard settlement instructions, and electronic platforms after liaising with the stakeholder for detailed information.
- Provided training to new joiners.
- Prepared PowerPoint presentations using the Tableau tool.
- Helped with counterparty queries to provide the highest level of customer service.
- Single-handedly managed projects.
- Provided process improvements to achieve productivity and efficient targets.
- Monitored the projects received and provided ETA to the stakeholder, also that it is completed within the time frame provided.
- 6 + years
Team Member
JP Morgan Chase India Pvt Ltd.
08.2015 - 01.2018
- Company Overview: 6 + years
- Support Account maintenance and reference data set up and maintenance.
- Partnering with team leads in training the new joiners.
- Creation and Maintenance of customer Accounts in the trading and settlements.
- Creating and maintaining Nostro and Collateral Accounts within the IB business.
- Escalate issues to the Team leaders / Project Manager.
- Plan and prioritize work allocation for the respective desk on a weekly basis.
Consultant
Randstad India Private Limited
05.2015 - 07.2015
- Joined JP Morgan Chase India Pvt Ltd on a contractual basis for 9 months to work on Merger and Deactivation of Clients in system.
Web Research Analyst
Arpeo Solutions
10.2014 - 04.2015
- Did internet research, during my employment I have even done profiling and did client calling all over the globe.
Education
SSC - undefined
MAHARASHTRA STATE BOARD
HSC - undefined
MAHARASHTRA STATE BOARD
TYBMS - undefined
MUMBAI UNIVERSITY
Skills
Financial Operation Management
Project Management
Process Migration
Process Automation
undefinedAccomplishments
- Received Portrait award of the year.
- Awarded as the team player for multiple times.
- Awarded the Q3 award of the year.
- Received various appreciations from other teams on various occasions.
Domain Expertise
- Financial Operation Management
- Project Management
- Process Migration
- Process Automation
Timeline
Associate Manager
JP Morgan Chase India Pvt Ltd.
08.2024 - Current
Associate Manager
JP Morgan Chase India Pvt Ltd.
07.2023 - 07.2024
Team Leader
JP Morgan Chase India Pvt Ltd.
07.2021 - 06.2023
Operations Analyst
JP Morgan Chase India Pvt Ltd.
02.2018 - 06.2021
Team Member
JP Morgan Chase India Pvt Ltd.
08.2015 - 01.2018
Consultant
Randstad India Private Limited
05.2015 - 07.2015
Web Research Analyst
Arpeo Solutions
10.2014 - 04.2015
SSC - undefined
MAHARASHTRA STATE BOARD
HSC - undefined
MAHARASHTRA STATE BOARD
TYBMS - undefined
MUMBAI UNIVERSITY
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