Pooja Manjila
Mumbai
Summary
Results-driven Investment Banking Operations professional with 13.5+ years of experience in Global Markets Operations across leading financial institutions including JPMorgan, Morgan Stanley, State Street, and eClerx. Expertise in Foreign Exchange (FX), Trade Lifecycle Management, Trade Settlements, Reconciliations, Middle Office Operations, and Regulatory Compliance across EMEA and North American markets. Proven track record of leading cross-functional and cross-location teams, driving operational excellence, and delivering large-scale automation and process transformation initiatives that improve Straight-Through Processing (STP), strengthen governance, and mitigate operational risk.
Recognized for building high-performing teams, managing complex stakeholder relationships, and successfully leading global transitions, process migrations, and strategic change programs. Adept at implementing robust controls, enhancing client experience, and delivering measurable business outcomes through continuous process improvement, digital transformation, and strong leadership. Consistently recognized for exceptional performance, client-centric delivery, and operational excellence.
Overview
13
13
years of professional experience
Work History
Associate
JP Morgan Services
Mumbai
12.2023 - Current
- Managed end-to-end FX operations, ensuring timely execution and regulatory compliance across global markets, enhancing overall operational integrity.
- Partnered with trading desks, client-facing teams, and stakeholders to deliver seamless FX execution and resolve complex escalations.
- Supported Auto FX, Trade-Backed FX, and DDFX services, maintaining operational excellence and delivering superior client experiences.
- Led STP optimization and digital transformation initiatives, reducing manual interventions and strengthening operational risk controls.
- Strengthened operational excellence through SOP governance, process enhancements, and system implementation, ensuring audit readiness and robust internal controls.
Associate
Morgan Stanley Services
Mumbai
01.2021 - 12.2023
- Led the automation of 8,000 ISIN pairs and SSI setup across EMEA markets, achieving a 76% STP rate for a previously manual process.
- Managed cross-border conversion and settlement of GDR/ADR trades, ensuring timely completion of processes.
- Oversaw fail management and settlement risk mitigation, collaborating with global agent banks to resolve operational issues.
- Managed cross-border stock transfers and conversions for EMEA and emerging markets, facilitating smooth transitions.
Team Leader
STATE STREET HCL SERVICE
Coimbatore
01.2018 - 01.2021
- Led the successful transition of the US Trade Management (Swaps & OTC Bilateral) process from Manila to India, ensuring seamless knowledge transfer and operational stability.
- Managed EMEA trade settlements, fail analysis, pre-matching, affirmations, and stakeholder escalations while driving settlement efficiency and risk mitigation.
- Spearheaded team leadership through hiring, coaching, performance management, KPI governance, and capital markets training programs.
- Conducted interviews, hiring, orientation, and training programs. Held monthly one-on-one discussions with team members to evaluate their performance.
Professional
ECLERX SERVICES LTD
Pune
03.2016 - 11.2017
- Led trade confirmation and pre-affirmation activities for Swaps and Options, ensuring compliance with Dodd-Frank and ISDA regulatory standards.
- Successfully managed the transition of the Pre-Affirmation and Confirmation Chasing process from Singapore to India, ensuring seamless migration and process stabilization.
- Partnered with clients, counterparties, and custodians to resolve trade confirmation discrepancies, manage escalations, and deliver superior stakeholder support.
Professional
STATE STREET SYNTEL PVT LTD
Pune
05.2013 - 02.2016
- Managed cash and ledger reconciliations across equities, fixed income and FX settlements ensuring timely and accurate financial reporting.
- Monitored trade settlements, interest accruals, and dividend processing while driving operational efficiency and minimizing reconciliation breaks.
- Prepared MIS reports, performed root cause analysis, and implemented process controls to enhance accuracy and mitigate operational risks.
Education
MBA - HR And Operations
Pune University
Pune06-2015
Skills
- Euroclear, Crest GUI, DTCC and Swiss Six Sis
- MCH and COSMIC
- PEGA
- GTSS
- Brown and Blue Oasys
- Ticket Blotter
- Bloomberg
- MS Office (Word, Excel, PowerPoint)
- GDT (Global Directive Tracking)
- FX OMS
- FX Manager
Languages
- English
- Hindi
- Marathi
Personal Information
- Passport Number: Yes
- Date of Birth: 20/03/1992
- Marital Status: Married
Accomplishments
- Received Best Performer Award and Best Team Award for the Quarter in State Street HCL.
- Received stakeholder appreciation for significant contribution to bulk onboarding and Top 70 management.
- Appreciated for successful management and hosting of townhall for the senior leadership visit in India at MS.
- Received Client Centric Excellence Award for Q3 in JPM.
- Recognized for fast track promotion in State Street Syntel in 9 months.
- 80+ recognitions and appreciations received in 2 years from Internal stakeholders for continuity and commitment across JPM.
Timeline
Associate
JP Morgan Services
12.2023 - Current
Associate
Morgan Stanley Services
01.2021 - 12.2023
Team Leader
STATE STREET HCL SERVICE
01.2018 - 01.2021
Professional
ECLERX SERVICES LTD
03.2016 - 11.2017
Professional
STATE STREET SYNTEL PVT LTD
05.2013 - 02.2016
MBA - HR And Operations
Pune University