
Strategic leader with proficiency in Middle office and Back office operations, process migration, and system integration. Proven ability to develop high-performance teams and uphold financial integrity, driving significant operational efficiency.
Genesis Lead: Pioneer of the team and led the end-to-end transfer of London-based FX and FI functions to India.
Reconciliation Management: Oversaw high-volume daily FX & FI reconciliations using internal Gresham CTC application with external Murex data feeds and broker portals to resolve discrepancies and maintain audit-ready financial records.
Strategic Collaboration: Acted as a primary liaison for internal stakeholders and key organizational decision-makers.
Offshore Scaling: knowledge-sharing culture within a newly formed team, elevating junior talent and building a high-performance track record that justified the headcount growth for a new India-based hub.
Onsite Onboarding: Visited London HQ to formalize ETD workflows and certify offshore operational readiness.
Process Migration: Directed the operational transition of Rates Trade Support functions from the Singapore hub.
Supervision: Oversaw a team of three members, managing daily BAU and task delegation.
Trade Affirmation: Authenticated trade economics across Sales, Broker, and Paper confirmations to ensure execution precision.
System Integration: Synchronized trade blotters between Murex, Markitwire and internal systems to maintain high STP rates.
Trade Lifecycle Support: Resolved trade-flow discrepancies through direct engagement with Trading and Product Control.
Financial Integrity: Managed end-to-end financial integrity for various asset classes through meticulous reconciliation of Trade & Position, cash, Profit and loss, Trial balance, Balance sheet accounts and prepared month end journals successfully identifying and resolving discrepancies prior to NAV finalization.
Managed resource allocation and workflow distribution: Ensuring the team maintained high performance during peak month-end volatility.
Resolved high-priority client escalations: By conducting root-cause analyses and implementing corrective actions to prevent recurrence.
Cultivated strategic partnerships: by facilitating executive-level presentations for new project mandates
Transitioning from "Me" to "We": Dedicated leader with a proven track record of transitioning departmental culture from 'Me to We' by implementing collaborative workflows, mentoring four junior talents.
Strategic Planning: Collaborated with onshore teams to develop long-term migration strategies and execution roadmaps.
Derivative Operations: Managed monthly CMBX/ABX rolls and weekly compression cycles for IRS and CDS products.
Trade Integrity: Managed high-volume daily trade booking (IRS/CDS) and resolved complex TRS trade break annotations.
Settlement Oversight: Liaised with Prime Brokers to resolve pre-settlement issues, ensuring 100% timely settlement execution.
Bridge Builder: primary technical point of contact during high-pressure incidents, ensuring clear communication and swift, effective resolutions.
Trade Execution & Affirmation: Executed real-time affirmation for Interest Rate Swaps (IRS), proactively partnering with the Trading Desk and external brokers to resolve discrepancies and ensure T+0 settlement.
Product Expertise: Managed end-to-end lifecycle events for Total Return Swaps (TRS), including trade affirmation and periodic reset processing.
Performance Leadership: Supervised a team of three analysts, institutionalizing product knowledge through structured workshops on TRS, CDS, and IRS.
Process Optimization: Enhanced operational efficiency by automating manual workflows using advanced Excel functions and VBA macros, significantly reducing manual error rates.
Strategic Documentation: Developed comprehensive Standard Operating Procedures (SOPs) that defined technical specifications and resource workflows, enhancing cross-functional transparency and training scalability.
Operational Oversight: Directed the trade booking and affirmation lifecycle for Interest Rate Swaps (IRS) and Credit Default Swaps (CDS), maintaining zero-error rates in high-volume environments.
Business Intelligence: Developed customized reporting frameworks using Markitwire and DTCC data; streamlined data visualization through advanced Pivot modeling to facilitate client strategy.
Financial Controllership: Mitigated operational risk by overseeing complex cash flow settlements, including the precise execution of unwinds, resets, and premium reconciliations for OTC structures.
Portfolio Audit: Conducted rigorous reviews of corporate actions and coupon distributions to safeguard valuation integrity and ensure position reconciliation.
Organizational Engagement: Elected as Chair of the Editorial Committee, managing the production of a monthly financial publication that aligned team achievements with broader industry shifts.