Summary
Overview
Work History
Education
Skills
Languages
Areas Of Interest
Personal Information
Timeline
Generic

PAUL VIKASH K M

Bengaluru

Summary

Results-driven professional with 6+ years of expertise in Reconciliation and 7+ years in Xceptor, complemented by 2+ years of experience in RPA and PO/PM roles. Adept at optimizing processes, driving automation, and delivering strategic solutions within the Investment Banking sector. A collaborative, challenge-driven individual committed to enhancing operational efficiency and business outcomes.

Overview

11
11
years of professional experience

Work History

Associate I

JP Morgan services Pvt Ltd
Bengaluru
12.2023 - Current
  • Led feasibility studies, business approvals, and stakeholder discussions to classify projects as tactical or strategic
  • Owned end-to-end project execution, from ideation and requirement gathering to deployment and post-production support
  • Defined project scope, assigned developers, and ensured timely delivery while managing risks and dependencies
  • Acted as a Product Owner for AI-driven use cases, overseeing complex solution designs and execution
  • Collaborated with cross-functional teams, including business users, developers, and data scientists, to drive AI-based automation initiatives
  • Successfully delivered multiple high-impact projects on time, improving efficiency and automation adoption
  • Developed Xceptor solutions and served as an SME, supporting automation and data transformation efforts
  • Designed and implemented UiPath StudioX automation solutions, becoming a key point of contact for resolving queries and mentoring others
  • Spearheaded AI-based automation projects, integrating intelligent solutions into business workflows
  • Built Alteryx solutions to optimize data workflows and automate manual processes
  • Won 1st prize in AWS DeepRacer Bangalore (2023) and 3rd prize (2024), showcasing expertise in AI-driven autonomous racing
  • Played a crucial role in the successful delivery of multiple automation and AI projects, driving business impact

Senior Analyst

Citco Group Services (India) LLP
Pune
09.2021 - 12.2022
  • Developed and maintained ETL rules using PL/SQL to ensure accurate Prime Broker data for reconciliation
  • Provided support for existing ETL processes, troubleshooting data issues and resolving missing Prime Broker statements
  • Onboarded new Prime Brokers and products, including crypto, into the ETL framework
  • Utilized Xceptor to transform PDFs and scanned documents into structured Excel/CSV formats for ETL processing
  • Integrated transformed data into NMDC (Citco ETL tool) for rule-based processing and reconciliation
  • Led the successful migration of ETL processes from Halifax, Canada, to Pune, completing the transition ahead of schedule
  • Served as the first team member in Pune, establishing the foundation for the local ETL operations
  • Trained and mentored new team members, ensuring a smooth knowledge transfer and operational efficiency
  • Collaborated with cross-functional teams to enhance ETL workflows and improve data processing efficiency
  • Identified and implemented process improvements, reducing ETL errors and increasing data accuracy

Senior Representative – Hedge Fund Reconciliations / Xceptor SME

BNY MELLON INDIA
Chennai
08.2014 - 09.2021
  • Leading the Xceptor project and developing automated solutions for my business
  • Involved in implementations (analyzing, designing, building and supporting automation solutions)
  • Review and understand business requirements, determine the feasibility of development in Xceptor
  • Perform QA, UAT testing and preparing documentation/SOPs
  • Capture multiple structured and unstructured data formats including PDF, CSV, XLSX, etc
  • Perform root-cause analysis and provide technical trouble-shooting on current and existing Xceptor builds
  • Developed automated solution through Xceptor for the above process where Xceptor is configured to pull data from sources like (email, FTP etc.) and enriched the data to load into TLM platform automatically
  • This Xceptor solution eliminated repetitive manual task and reduced the chance of human errors
  • With use of Xceptor, we picked the file from sources and enriched the data to match with plugin formats where the EZOPS can reconcile
  • This Xceptor solution eliminated creating multiple plugins for the same broker and asset types
  • With use of Xceptor, we picked the data from source and used translation table to compare yesterday’s data and today’s data to find new accounts and the result is shared via email across locations
  • This Xceptor solution made processor/reviewers life easy and made them to concentrate more on the review process
  • To carry out Hedge Fund reconciliation for funds in Manual, TLM, RMS and EZOPS ARO
  • Experience in Cash, FX, Assets, CFD, Swaps, CDS and Futures reconciliation
  • Interacting with various counterparties, fund administrator/accountants, transfer agents and risk management teams on a daily basis
  • Handling new fund launches for reconciliation team activities and effectively managing the on-shore calls and arranging the training sessions for the team
  • Performing daily huddles by the side of team manager
  • Major responsibilities include reconciliation, investigation, reporting, settlements and fund management to keep the fund tied, to work on the breaks of the cash movements and stock positions to reconcile between custody and Fund accountant books
  • Variance reporting is a major part of EOD activities, to ensure that all the breaks are identified and fund is maintained properly without any increase in variance of the fund, to ensure that the fund projections are sent to fund accounting team for NAV calculations
  • Ensuring 100% accuracy of accounts in terms of quality and time
  • Ensure Service Level Agreements are being met on time and maintaining checklist for the same

Education

Master of Data Science - Global

Deakins University
01.2024

MBA - FINANCE AND MARKETING

VELAMMAL ENGINEERING COLLEGE
Chennai
01.2014

B.E. - ECE

DMI COLLEGE OF ENGINEERING
Chennai
01.2012

12th Standard -

R.C.M. HIGHER SECONDARY SCHOOL
Chennai
01.2008

10th Standard -

R.C.M. MATRICULATION SCHOOL
Chennai
01.2006

Skills

  • Xceptor DataHub
  • UiPath StudioX
  • Alteryx
  • TLM
  • Hedge fund reconciliation
  • Capital markets
  • Project management

Languages

  • English
  • Tamil

Areas Of Interest

  • Investment Banking
  • Data Science, AI/ML
  • RPA

Personal Information

  • Father's Name: Mr. S. Maria Francis Dhanaraj
  • Date of Birth: 11/22/90

Timeline

Associate I

JP Morgan services Pvt Ltd
12.2023 - Current

Senior Analyst

Citco Group Services (India) LLP
09.2021 - 12.2022

Senior Representative – Hedge Fund Reconciliations / Xceptor SME

BNY MELLON INDIA
08.2014 - 09.2021

Master of Data Science - Global

Deakins University

MBA - FINANCE AND MARKETING

VELAMMAL ENGINEERING COLLEGE

B.E. - ECE

DMI COLLEGE OF ENGINEERING

12th Standard -

R.C.M. HIGHER SECONDARY SCHOOL

10th Standard -

R.C.M. MATRICULATION SCHOOL

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