An ambitious self-starter with excellent analytical, communication, presentation, and collaborative skills. Experience in investment operations with a dedicated focus on change management, defining user stories, trade confirmation, trade settlements, testing, clients' account transition, and reconciliation processes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Assistant Manager
BNP Paribas
Chennai
09.2022 - Current
Managed change requests from clients in Middle Office Operations for Trade Management and Collateral Management.
Conducted root cause analysis of manual processes, identifying cost-effective solutions for standardization.
Led Waterfall, Agile, and Hybrid projects to ensure timely delivery.
Engaged stakeholders to align expectations and project objectives.
Defined and validated project scope, identified stakeholders, maintained RAID and Action Log, and tracked progress.
Translated business requirements into Business Requirement Documents (BRD) and Functional Requirement Documents (FRD).
Coordinated capacity studies across processes, identifying optimization opportunities for manual drivers.
Monitored productivity and conducted RFP analysis, presenting reports to senior stakeholders to enhance profitability.
BA4 Assistant Manager
Barclays Shared Services
Chennai
03.2022 - 09.2022
Perform trade validation of FX derivatives products following the completion of trade capture.
Senior Analyst
Societe Generale Global Solution Centre
Chennai
10.2019 - 03.2022
Ensure trades booked by the front office are well captured in the internal system.
Ensure the portfolios are updated with the respective regulatory requirements based on the sales location, and the country traded in.
Liaise with the KYC team and the client to ensure the relevant documents are obtained, and the client portfolio meets the regulatory requirements to allocate further.
Ensure the trades booked by the front desk are in line with the trades agreed upon in Bloomberg, and amend in case of any discrepancy.
Successfully migrated the team from Outlook to CMT (Case Management Tool) by liaising with the IT team, ensuring emails are categorized appropriately, and improvements are implemented effectively.
Prepared test scripts for an internal KYC application called KSM to raise KYC requests directly to the KYC team.
Senior Associate
BNP Paribas GSO
Chennai
09.2015 - 09.2019
Worked on trade processing, matching (CTM), and settlements in global markets, following up with brokers and custodians on a timely basis for equities, bonds, MBS, ABS, and cash transactions.
Migrated collateral settlements from the onshore location (UK) over the call, which includes cash collateral, interest collateral, margins, substitution, and stock collateral, and ensured the collaterals settled on the agreed value date by constantly following up with the broker and the custodian, and working hand in hand with the Third Party Collateral Management Team.
Worked on reconciliations for securities settlements, which involve root cause analysis and finding a probable solution.
Worked on FX and MM matching through MT300 SWIFT confirmations for swaps, options, and MT340 for term deposits.
Education
Bachelors in Commerce - Finance
Stella Maris College
India
Masters in Commerce -
Madras University
India
Skills
Intellimatch
Tradeflow
Aladdin
Hiport
Jira & Confluence
Power BI
Omgeo CTM, Alert & Market Axes
Bloomberg
MySQL
Project management
Stakeholder engagement
Operational readiness
Change management
Data analysis
Accomplishments
Won the Distinguished Team Award in the EMEA region and the APAC region
Risk and procedural gaps were identified in the process, and countermeasures were suggested and implemented
Constantly engaged in process improvement plans
Received appreciation from the front office for proactive responses and quick resolution of queries addressed
Certification
Completed 35 PDUs required for Project Management Professional certification, and pursuing further certification