Summary
Overview
Work History
Education
Skills
Websites
References
Languages
Timeline
Generic
Prasannajit Lahiry

Prasannajit Lahiry

Mumbai

Summary

Seasoned Senior Associate having above 9 years of total experience with robust background in project management, financial analysis, and strategic planning. Possess strong analytical skills, adept at identifying trends and making data-driven decisions that drive business growth. Made significant contributions to team performance and client relationships through exceptional communication skills and proactive problem-solving approach. Skilled in fostering collaboration and ensuring the seamless execution of complex projects.

Overview

10
10
years of professional experience

Work History

Senior Associate

Morgan Stanley
04.2022 - Current

As a part of CTB, I have led various Front-to-Back (F2B) projects and managed monthly release cycles for multiple systems.

  • Managed and delivered multiple projects simultaneously, ensuring on-time and on-budget completion of all tasks.
  • Delivered projects in the regulatory space (FINRA and SEC regulations - TRACE), and liaised with key stakeholders to define project requirements, scope, and delivery milestones.
  • Established a change management process that ensured all changes to the project were tracked, monitored, and approved before the cut-off dates.
  • Manage release notes and share them with management and working groups.
  • Hold and host weekly meetings with senior stakeholders to provide high-level updates and progress reports.
  • Manage internal systems and change requirements from Trade Support groups.
  • Create JIRAs and track them to closure by delivering them in scheduled release cycles.
  • Host prioritization calls with TSG and IT developers regularly to prioritize the most impacted items for the upcoming release.
  • Perform UAT testing and obtain TCM sign-offs from relevant teams before the release date, and perform regression testing on the items that have gone for release, and notify IT of any observations.
  • Management of third-party vendors, contractors, and external stakeholders across the projects.
  • Financial management, including budgeting, forecasting, and obtaining funds from sponsors for dedicated projects.
  • Identified success metrics, and regularly reported on progress and gaps.
  • Assessed company operations for compliance with safety standards.
  • Also, prepared RAID logs to track and maintain the hygiene of project reports.
  • Helped with cost avoidance and FTE time savings of 8 FTEs on my individual projects, delivered, and release management.
  • Deployed patches and upgrades in production environments according to change management policies.
  • Collaborated with developers and other stakeholders in troubleshooting issues encountered during UAT testing.
  • Designed reports using SQL queries and PowerBI for management review purposes.

Assistant Manager

Nomura
10.2015 - 04.2022
  • Collateral Management – Portfolio reconciliations, dispute resolution of VM and IM margin calls, and performing regulatory reconciliations for DFA/EMIR.
  • Handling client queries, preparing reports for Super League clients, reviewing trade confirmations and CSA, performing manual ad hoc reconciliations for AEJ and EMEA counterparts, investigating trade disputes, and sending valuation statements to clients, abiding by EMIR and CFTC regulations.
  • Preparing MIS and weekly reports for the management and conducting and leading weekly MIS calls.
  • Business Process Improvement, RPA (Robotic Process Automation), strategic tool build-up and implementation, regulatory reporting (EMIR, CFTC), data analysis, credit risk, analyzing CSA (Credit Support Annex), creation of BRD and FSD, preparing MIS and reports for the TOKYO and EMEA regions, and sharing weekly KRIs with management.
  • Worked on the implementation of the Multiple Feeds project for inter-entity clients, resulting in cost savings and enhancements.
  • Preparing regulatory reports for the ESMA, CFTC, and JFSA regulators, and working on PET (Repository) breaks.

Internship in Direct Tax

06.2015 - 09.2015
  • Wrote and submitted reports on industry trends, prompting managers to develop business plans.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
  • Assisted in tax filing process ensuring that all forms are completed accurately and timely filed according to IRS guidelines.
  • Participated in meetings with clients and vendors concerning taxation laws and regulations.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Identified opportunities for minimizing the company's exposure to Indirect Tax liabilities.

Education

MBA - FINANCE

Aditya Insititute of Management Studies & Research
Mumbai
05-2015

B.COM - HONS

Calcutta University
01.2013

Skills

  • Project Planning and Management
  • Business Analysis and Requirements
  • Documentation
  • Team management
  • Collateral Management
  • Preparing project dashboards
  • Schedule Management
  • Project Tracking
  • Systems Implementation Release Management
  • Compliance Monitoring
  • Change Request Tracking
  • Process Improvement
  • Risk Management

References

Ravi Khanchandani, 

Vice President, Morgan Stanley

Contact - +91 9860363670

Languages

  • English, Fluent
  • Hindi, Fluent
  • Bengali, Fluent
  • Spanish, Intermediate

Timeline

Senior Associate

Morgan Stanley
04.2022 - Current

Assistant Manager

Nomura
10.2015 - 04.2022

Internship in Direct Tax

06.2015 - 09.2015

MBA - FINANCE

Aditya Insititute of Management Studies & Research

B.COM - HONS

Calcutta University
Prasannajit Lahiry