Pulkita Shrivas
Assistant Vice President
Bangalore
Summary
Experienced with strategic business planning and operational management. Utilizes analytical and problem-solving skills to optimize financial performance and drive growth. Track record of effective leadership and team collaboration in achieving organizational objectives.
Overview
12
12
years of professional experience
Work History
Assistant Vice President
Deustche Bank
05.2025 - Current
- Leading a team of 20 plus which is part of Internation Private Bankinng and Wealth Management which includes Middle office trade support functions (ALADIN, Sparta, DTC, Swift, etc.), Reconciliation, and Reporting.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
- Reduced costs by negotiating vendor contracts and identifying areas for potential savings within department budgets.
- Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
- Oversaw change management initiatives, ensuring smooth transitions during periods of organizational restructuring or process improvements.
Assistant Vice President
JP Morgan Chase & Co
10.2023 - 04.2025
- Handled a team of 10 members and performed appraisals per company policies.
- End-to-end trade capture and validation of all product classes, capture, and reconciliation of derivatives.
- Ensuring timelines and accuracy on the activities performed.
- Optimized resource allocation by analyzing operational needs, reallocating resources as needed to maximize efficiency across all functions.
- Led cross-functional teams to deliver successful projects on time and within budget, enhancing the company's reputation in the industry.
- Worked on the target operating model and the 24/6 follow-the-sun model.
- Managed risk effectively by implementing robust compliance procedures, and conducting regular audits of internal controls.
- Designed training programs to ensure employees had the necessary skill sets for job functions.
- Developed and attested policies and procedures related to employee relations and compliance regulations.
Associate Manager
JP Morgan Chase & Co
02.2021 - 09.2023
- Managed a team of 10 associates, developing and implementing strategies to increase productivity and efficiency.
- Recruited qualified individuals to fill open positions, conducting interviews as needed.
- Conducted regular meetings with senior management to review progress of projects.
- Implemented new technologies that increased overall workflow efficiency by 20%.
Team Lead
JP Morgan Chase & Co
05.2018 - 01.2021
- Managing the capture and reconciliation of exchange-traded derivatives.
- Coordinate with clients, FM, and brokers to resolve position and total equity mismatches promptly.
- Validate and process manual trade instructions received through different channels (Swift, blotters, etc.).
- Designed training programs to ensure employees had the necessary skill sets for job functions.
- Supervised the daily work of staff to ensure work prioritization and quality.
Fund Accountant (Specialist)
Great West Life Co Ltd
09.2017 - 05.2018
- Perform settlements, valuations, and trade processing
- Reconcile cash, positions, and market values
- Investigate and resolve reconciliation discrepancies promptly.
- Escalate fund accounting issues
- Utilize Bloomberg for asset setup and pricing verification
- Prepare various reports for internal and external stakeholders.
- Maintained detailed records of all transactions associated with each fund or account.
- Identified discrepancies between internal records and external sources, resolving any issues as needed.
Senior Process Executive
Tata Consultancy Services
08.2015 - 08.2017
- Conduct cash and stock reconciliation between custody and accounting, utilizing tools like TLM for efficient processing
- Analyze broker statements, preparing three-way reconciliations, and coordinate with clients and brokers to resolve trade and FX discrepancies
- Process futures and options trades, ensuring accurate position reconciliation between brokers and internal fund accounting systems.
- Collaborate with various teams across MO, Operations, Finance, and regions to achieve reconciliation goals effectively
- Performed data analysis, identified trends and made recommendations for process improvements.
Senior Financial Analyst
EClerx Services Ltd
02.2013 - 07.2015
- OTC Derivatives Credit risk management, Regulatory Reporting (CFTC Dodd Frank, EMIR, ISDA) and Portfolio Reconciliation.
- Perform reconciliation on Trioptima and Triresolve platform for OTC trades across various asset classes
- Identify and report unmatched trades and high risk trades with mismatches.
- Mitigated operational risk by performing ISDA best practices, actively negotiation with clients and timely reporting to management.
- Following up with client for any cash fails and failed collaterals.
- Escalation to front office and dispute regulation team.
Education
Master of Business Administration (M.B.A) - Finance
Pune University
07.2013 - 07.2013
Skills
Stakeholder Engagement
Exchange traded derivatives
Strategic planning
Risk management
Operational Excellence
Xceptor
Project management
Cross-functional team leadership
Recruiting and hiring
Timeline
Assistant Vice President
Deustche Bank
05.2025 - Current
Assistant Vice President
JP Morgan Chase & Co
10.2023 - 04.2025
Associate Manager
JP Morgan Chase & Co
02.2021 - 09.2023
Team Lead
JP Morgan Chase & Co
05.2018 - 01.2021
Fund Accountant (Specialist)
Great West Life Co Ltd
09.2017 - 05.2018
Senior Process Executive
Tata Consultancy Services
08.2015 - 08.2017
Master of Business Administration (M.B.A) - Finance
Pune University
07.2013 - 07.2013
Senior Financial Analyst
EClerx Services Ltd
02.2013 - 07.2015