Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Domain
Timeline
Generic

Pragati Udaipure

Pune,Maharashtra

Summary

Results-driven PO/BA with a proven track record in the financial industry, specializing in wealth management, capital markets and investment banking domains. Proficient in Agile methodologies and software such as Jira/Confluence/Gitlab, excel at managing backlog, coordinating sprint ceremonies, resolving conflicts, and ensuring high-quality deliverables. Strong expertise in gathering requirements, creating documentation, and facilitating seamless collaboration between cross-functional teams. Knowledge of Software Development Life Cycle process (SDLC) at all stages. Hands-on experience in release management, resource management, team building, roadmap development and maintenance, risk mitigation, stakeholder management, continuous process/design improvement. Well versed with SCRUM and Agile methodology, Certified Scrum Master with Scrum.org.

Overview

11
11
years of professional experience
2
2
years of post-secondary education
2
2
Certifications

Work History

Product Owner

Bank of New York
Pune
01.2024 - Current
  • Managed backlog prioritization, ensuring alignment with business goals and stakeholder expectations.
  • Implemented Agile methodologies to increase team productivity and enhance overall project outcomes.
  • Spearheaded Program Increment (PI) planning, collaborating across teams to define objectives, align priorities and manage dependencies.
  • Developed comprehensive roadmaps outlining the product vision, goals, and milestones for successful execution.
  • Collaborated with engineering teams on technical feasibility assessments, resulting in realistic scope definition for projects, authored detailed user stories and acceptance criteria (DoR/DoD) to ensure clarity and high quality deliverables.
  • Owned and prioritized product backlog.
  • Facilitated communication between development teams and stakeholders, ensuring clear understanding of requirements and expectations.
  • Managed implementation of new features by outlining plans and specifications such as how, where, and when each component would work.
  • Conducted usability studies to identify pain points and opportunities for improving user interface and experience.
  • Improved team velocity by implementing and refining Scrum methodologies.
  • Streamlined backlog management, ensuring alignment with strategic goals and timely feature delivery.
  • Coordinated beta testing programs to gather user feedback, refining product features before general release.
  • Enhanced product vision by collaborating closely with stakeholders to gather and prioritize requirements.
  • Facilitated cross-functional team meetings to address bottlenecks, improving overall project communication and execution.
  • Managed stakeholder expectations through regular updates and strategic communication, building strong relationships.
  • Prioritized bug fixes and enhancements based on user impact, maintaining high levels of customer satisfaction.
  • Mentored junior team members in Agile methodologies and best practices for effective Product Owner role execution.

Product Owner

UBS Wealth Management
Pune
06.2020 - 01.2024
  • Working as a Product Owner for a suite of applications for UHNW and HNW WMA clients, leading three scrum teams/pods and managing the master backlog for each pod in JIRA(migrating to Gitlab)
  • Responsible for developing strategy, product roadmap and OKRs (Objective and Key results) of the pods
  • Defining sprint goals and managing scope and deliverables of a release
  • Prioritizing, refining and grooming the team's backlog, planning sprint/releases, writing user stories, acceptance criteria(DoR and DoD) and driving iteration goals via prioritized stories
  • Facilitating Agile ceremonies(Daily standups, sprint planning, sprint review, retrospective) owning the responsibilities of Scrum Master for multiple pods
  • Assisting with integration, end-to-end & acceptance testing
  • Collaborating with technologists to drive delivery within an Agile framework
  • Providing support during & post implementation, resolving issues in PROD
  • Maintaining deliverables including reporting and tracking statuses using Jira/Gitlab, PowerPoint, Excel and Confluence
  • Ensuring compliance of the products with risk (ORI, MER, KPC), security policies, architecture and technology standards
  • Providing a performance presentation deck of the pods to the Stream lead and stakeholders, showcasing the deliverables, milestones, measuring performance against OKRs and KPIs
  • Experience in all phases of Agile Project Management including Scrum, Use Cases, User Stories, Business Process, and all artifacts related to requirements and understanding of software development lifecycle/SDLC

Business Analyst

Cognizant
Pune
04.2019 - 05.2020
  • Handled the entire application for US clients
  • Lead & guided a team of five members for end to end delivery
  • The scope of this project is to migrate all recs of region Americas from IntelliMatch to new reconciliation tool CTC by Gresham
  • IntelliMatch is a reconciliation tool widely used by most of the investment banks for keeping track of their balances and positions in stock and cash
  • It has 3 modules: Admin (control job n security), Recollector (format, gather and manager DB) and IntelliMatch (UI)
  • Creating, reviewing and managing the Product Backlog through engagement with stakeholders
  • Facilitating Agile ceremonies(Daily standups, sprint planning, retrospective) for the team
  • Creating User Stories in Jira for the dev team and working with stakeholders on defining scope
  • Writing & Owning Acceptance Criteria for the User Stories and Prioritizing the showstoppers and critical Defects
  • Involved in Test case review for UAT / PROD & execution end to end business level testing
  • Facilitate release management by deployment of code in UAT and PROD via RFC via GSNOW
  • Actively worked as UAT coordinator and as a bridge between development team, Environments team, L1 and L2 support teams, Operation and business users
  • Regularly facilitate demo and feedback sessions with stakeholders and demonstrate a new tool CTC to users and also help in fixing any issues or ad hoc queries
  • Experience in all phases of Agile Project Management including Scrum, Use Cases, User Stories, Business Process, and all artifacts related to requirements
  • Understanding of software development lifecycle/SDLC

Business Analyst

Barclays
Pune
08.2018 - 03.2019
  • The reconciliation is to match account IDs of system one EFX with system 2 WSS
  • The scope of the system is to confirm whatever account IDs are unmatched should be removed from EFX system records, the reconciliations are executed manually on excel sheets
  • Responsible for documenting User Stories in JIRA
  • IntelliMatch recon logic implementation (Creation of Company, Account Pools, Accounts, Classes, Import Format, Matching Rule)
  • Analyzing the breaks and proposing new match rules to enhance the matching result, client requirement analysis and maintain document repositories on Confluence
  • Conducting Agile ceremonies in absence of scrum master and PM
  • Coordinating between development tests, testers and Business users
  • Track progress of projects on JIRA and Tableau and report to Stakeholders and leadership

Senior Analyst

Northern Trust
Pune
06.2016 - 06.2018
  • Gathering client requirements, business needs and project objectives via feedback sessions and client meetings in collaboration with all stakeholders
  • Assisting the technical team in understanding the requirements
  • Managing change requests, resolving adhoc queries from clients and providing knowledge solutions
  • Preparing FSDs and BRDs and requirement Traceability Matrix
  • Preparing and reviewing test plans & test cases
  • Performing System Integration testing and UAT coordination
  • Maintaining the defects log and updating the status on a daily basis
  • Resolving development team queries regarding application functionality issues
  • Reporting daily status to onshore and offshore through Daily dashBoard and Weekly status reports

Analyst

Wipro
Pune
07.2014 - 05.2016
  • Manage the pre-matching, funding and settlement of equities trades on a timely basis
  • Work closely with CPs, traders, onshore and international clients to manage queries, resolve issues and trade discrepancies to ensure timely settlements
  • Provide custody operations assistance and oversight of trade allocation, document review, trade issues and timely settlement
  • Making FX payments and sending SWIFT instructions for cash and security transactions
  • Handling Post-settlement Reconciliation/Bank Rec
  • Understanding of the Trade life cycle, capital markets, Custodial operations, well versed with functions of Back office, Middle office and Front office and knowledge of post trade equities operations ideally in a settlement's capacity

Education

MBA - Finance

Prestige Institute of Management And Research
Indore
01.2011 - 01.2013

Skills

Product Owner, Jira, Confluence, MS Office

Backlog Refinement, Story planning Sprint Planning, PI planning

Stakeholder Management, Agile methodology, Scrum

FSDs and BRDs, Requirement Gathering, Prioritization

SDLC, Product backlog management

Product backlog management

Websites

Certification

Professional Scrum Master I

Accomplishments

  • Recognized by UBS Business Solution outstanding performance for excellent contribution/delivery.
  • Rewarded as star performer couple of times in 2 year duration with NT.
  • Received Star Performer awards of the month in December 2013 and October 2014 for Asia Settlements (WIPRO).
  • Rewarded as the 'Quality Champion' of the month in the month of April 2015.
  • Winner of National Research contest 'Jigyasa - 2013', intercollege presentation competition 'Enigma - 2013' and 'Pragya - The Eleventh National Summer Training Project Report Contest, 2012'.

Domain

  • Wealth Management
  • Investment Banking
  • Capital Markets

Timeline

Product Owner

Bank of New York
01.2024 - Current

Product Owner

UBS Wealth Management
06.2020 - 01.2024

Business Analyst

Cognizant
04.2019 - 05.2020

Business Analyst

Barclays
08.2018 - 03.2019

Senior Analyst

Northern Trust
06.2016 - 06.2018

Analyst

Wipro
07.2014 - 05.2016

MBA - Finance

Prestige Institute of Management And Research
01.2011 - 01.2013

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Pragati Udaipure