Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Rashi Shah

Mumbai

Summary

Detail-oriented professional with a solid background in project management and system analysis. Known for proactive risk management and effective communication, driving improvements and resolving issues to enhance project outcomes.

Overview

8
8
years of professional experience
2
2
Certifications

Work History

Associate

JP Morgan Chase
Mumbai
02.2021 - Current
  • Managed end-to-end project implementation from legacy to strategic platform.
  • Executed requirements gathering and analysis to secure necessary approvals.
  • Conducted system analysis and UAT testing to identify and resolve technical issues or inefficiencies.
  • Resolved escalated risks while managing business user expectations.
  • Identified customer needs promptly, applying process improvements across projects.
  • Oversaw timelines, milestones, and risk management throughout project phases.
  • Acquired knowledge of derivatives domain, sharing insights with team members.
  • Delivered support and guidance to colleagues, fostering collaboration.
  • Multi-tasking across projects to meet project timelines, alongside maintaining the quality.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Maintained updated knowledge through continuing education and advanced training.

Assistant Manager

Barclays Bank
Mumbai
02.2019 - 08.2019
  • Pre-confirm derivatives settlements with internal and external counterparties.
  • Source and request for SSI setup/amend of clients.
  • Perform matching of statements against ledgers.
  • Investigate Nostro breaks where ledgers/statements are unmatched.
  • Responsible for the effective management and resolution of discrepancies in relation to payments and receipts with clients.
  • Professional communictation with thorough and detailed explanation to clients via e-mail or phone to resolve all differences in a timely manner.
  • Liaison with internal counterparties to work through issues and identify the correct remediation required.
  • Acting as the first point of contact for a portfolio of clients and effectively resolving all incoming client queries within pe-agreed time frame.
  • Exercising good judement skills to make necessary decisions to address client queries and ensuring all high-priority queries are escalated to the management promptly.
  • Prepare local and global MIS for distribution for the management.
  • Proactively cross train on all functions performed within the team and across the department to gain a deeper understanding of the derivative products and processes.

Intern

Ventura securities
Mumbai
03.2018 - 05.2018
  • “School of Market studies – Multibagger course” was the new initiative taken by the company.
  • Promoted it in on the various digital platforms.

Education

MBA - Finance

Aditya Institute of Management Studies
Mumbai
04-2019

B.Com - Commerce

Mithibai College of Commerce
Mumbai
04-2017

Skills

  • Project management
  • Proficiency in using MS Office
  • Presentation Skills
  • Multi-Tasking
  • Alteryx
  • Automation Ui Path

Affiliations

A Study on Forex Market.

Certification

Research report on “To study investor’s behavior towards investment avenues” was presented at an International Conference conducted at Atharva Institute of Management Studies and Research (2018) and later on published in their journal.

Timeline

Associate

JP Morgan Chase
02.2021 - Current

Assistant Manager

Barclays Bank
02.2019 - 08.2019

Intern

Ventura securities
03.2018 - 05.2018

MBA - Finance

Aditya Institute of Management Studies

B.Com - Commerce

Mithibai College of Commerce
Rashi Shah