Summary
Overview
Work History
Education
Skills
Timeline
Generic
Parth Deshpandey

Parth Deshpandey

Bengaluru

Summary

Seasoned senior consultant in Deloitte Investment management Practice based out of Bengaluru having an industry experience in Investment Banking and Capital Markets, Operations, Financial Management, Reconciliation, Security Services, Implementations & Conversion. Skills include cultivating relationships, stakeholder management, and PMO.

Previously worked with Deutsche Bank Asset Management where I was responsible for Cash & position reconciliation with Portfolio managers & in the operational implementation team. Well versed with overall trade life cycle and having good understanding of Software Development Model using Traditional/ Agile practices. Has expertise in the Aladdin trading platform and experience in Operations partnering with many Bank & asset managers to design & delivered the transformational change in FO,MO & BO. Currently leading a complex project from USI & serving the top clients that the organisation has to offer.

Overview

2025
2025
years of professional experience
5
5
years of post-secondary education
1
1
Language

Work History

Senior Management Consultant

Deloitte Consulting US-India PVT. LTD
6 2021 - Current
  • Led a project in USI for top asset managers to upgrade the Client's systems to Charles River V22 & V24 using its Alpha data feeds as a release manager while working with Client's leadership.
  • Led Planning and Solutioning discussions across CRD stakeholders with work stream owners and Implementation managers.
  • Automated the PROD environment & ensured conversion of the same to JIRA which minimized the risk & manual intervention.
  • Led a team of 4 USI colleagues & successfully managed the day-to-day PMO activities from conceptualization to launch of the project while building and working on the Aladdin activities.
  • Led multiple presentations on Testing, Cutover and Conversion for multiple Client accounts and presented the status, current issues and considerations for Testing and parallel production to senior leaders of the Client.
  • Responsible for RAIDQ , Action, Financial Management of various projects.
  • Active analysis of Risks and Gaps for migrating the client operations from Legacy systems to Cloud system (Aladdin).
  • Led Investment Reconciliation workstream to ensure all the portfolio successfully reconcile on Aladdin platform with different custodians.
  • Led the USI PMO Team for an Asset management firm with focus on Project Delivery, Financial Reporting and Post-Merger Planning.
  • Devised a mechanism to maintain weekly tracker for RAIDQ, Open Roles and financial management for different stakeholders including CXOs.
  • Involved in modeling the prioritization framework which would help in development of strategic vision for integration process.
  • Constructed a model to align on the sequencing of programs, key dependencies and resource needs/contention
  • Devised a mechanism using MS Project to track milestones and key dependencies for 50+ projects and 8+ programs
  • Diminished process gaps and encouraged optimal productivity by closely supervising workflow of claims analysts and mail clerks.

Senior Operations Analyst

Deutsche Bank Group
01.2018 - 06.2021
  • Worked with DWS in Asset Management at reconciliation for Cash & positions in capital market with all products including Syndication loans on Aladdin Platform with expertise tool.
  • Analyzed financial and operational data/performance metrics, communicate findings and risks, and make suggestions to improve
  • Reviewed process failures and determined root causes.
  • Created supplemental ad hoc reporting in support of performance management and operations.
  • Managed work with Asset managers & client services team for any new & termination of portfolio's for the client.
  • Worked on Syndicated Bank Loans project with the settlement team with the help of agent notice & prepared reconciliation report for the portfolio managers.
  • Prepared SOPs, workflow and conducted training for the new joiners about the process & information related to DWS.
  • Established new rule set for Asset/position recon to clear the unnecessary outstanding breaks & streamline the process.
  • Cleared the aged breaks to implement new ideas in the process.
  • Developed, automated and monitored strategic and technology plans to improve TPS performance.

Financial Analyst

Eclerx Services
06.2016 - 12.2017
  • Involved in providing an expert outsourcing option and consulting services for managers at financial institutions who demand accuracy, regulatory compliance, and cost efficiency.
  • Worked for the different Prime Brokers matching the unmatched trades over the TLM smart stream tool.
  • Worked on the Corporate Actions such as split, merger etc.
  • In DTC Id breaks, reconciled the account of different Prime Brokers and confirming a trade with the Executive Brokers.
  • Worked on MBR for Equity TLM reconciliation & DTC ID breaks.
  • In Equity recon, worked on Dividends, Cash and Quantity & trade breaks.
  • Generated weekly, monthly and quarterly business review matrices and presented the same to the stakeholders and senior management.
  • As part of the treasury department, was responsible for liaising with the bodies that regulate banks, which set rules regarding banks' capital and liquidity.

Intern

ICICI SECURITIES
05.2015 - 06.2015


  • Sorted and organized files, spreadsheets, and reports.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Analyzed problems and worked with teams to develop solutions.
  • Completed research, compiled data, updated spreadsheets, and produced timely reports.
  • Provided project progress updates and proposed solutions to issues.

Education

MBA - Finance

Pune University
08.2014 - 05.2016

Bachelor of Commerce - Commerce

Jiwaji University
07.2011 - 04.2014

Skills

Detail Orientation

Ability to build relationships with clients & team

Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment

Strong listening skills and the ability to ask probing questions, understand concerns, and overcome objections

Strong interpersonal, written, and oral communication skill

Quick Learner

Flexible & Dedicated towards work

Business Analysis

Timeline

Senior Operations Analyst

Deutsche Bank Group
01.2018 - 06.2021

Financial Analyst

Eclerx Services
06.2016 - 12.2017

Intern

ICICI SECURITIES
05.2015 - 06.2015

MBA - Finance

Pune University
08.2014 - 05.2016

Bachelor of Commerce - Commerce

Jiwaji University
07.2011 - 04.2014

Senior Management Consultant

Deloitte Consulting US-India PVT. LTD
6 2021 - Current
Parth Deshpandey