Summary
Overview
Work History
Education
Skills
Accomplishments
Websites
Affiliations
Timeline
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SATISH REDDY PATHURI

Pune

Summary

Experienced Capital Markets Professional with a 19-year track record in Investment Banking, specializing in Trade Settlement, Cash & Stock Reconciliation, Agile Scrum Leadership, and Risk & Compliance. Proven ability to streamline operations and deliver exceptional results through process re-engineering and innovative solutions. Strong leadership, coupled with a commitment to stakeholder engagement, drives successful project management initiatives. A history of achieving positive outcomes in dynamic environments underscores a dedication to excellence in the financial industry.

Overview

21
21
years of professional experience

Work History

Senior Project Manager - Platform Migration & Change The Bank

Cognizant Technologies India Pvt. Ltd.
Pune
12.2021 - Current

Project 1: Reconciliation Platform Migration & Change The Bank

  • Managed and directed a cross-functional team consisting of 35 full-time employees across various roles.
  • Led a $2 million project from start to finish, achieving all deadlines and budget goals.
  • Improved reconciliation accuracy, data integrity, and match rates significantly.
  • Provided subject matter expertise in cash and stock reconciliation operations.
  • Organized and facilitated key agile practices like Sprint Reviews, daily stand-ups, retrospectives and Scrum of Scrums.
  • Chaired regular project governance meetings to ensure stakeholder alignment and project progress.
  • Established a robust vendor governance framework to optimize vendor management.

Project 2: Critical Payments Enterprise Financial Messaging Platform

  • Serve as a SAFe Agile Scrum Master for two scrum teams.
  • Facilitate agile ceremonies, including daily Team-sync, Iteration planning, Backlog Refinement, Iteration reviews, System Demo and retrospectives.
  • Collaborate with the Release Train Engineer to coordinate dependencies across multiple scrum teams.
  • Assist Product Owners in maintaining, refining, and prioritizing the product backlog.
  • Guide teams in sprint backlog planning and impediment resolution.
  • Support teams in user story writing, splitting epics, and task estimation.
  • Used JIRA to maintain product backlog and sprint backlog and to create and track user stories, Sprint planning, tracking and managing sprints, created Scrum and Kanban boards, status reports and burn down charts.
  • Leveraged Confluence to maintain comprehensive records of project plans, scopes, and status reports.

BPaas Lead

Avaloq India Pvt. Ltd
Pune
06.2020 - 11.2021
  • Leading Wealth Management Global Banking Operations team of 11 members
  • Set up new team of 11 members and migrate process from Avaloq Onshore locations to Pune
  • Accountable to deliver Pricing, Instrument & reference data operations
  • Responsible for developing and implementing target operating model and agree approach with Global Heads and offshore services to Pune
  • Leading employee engagement activities to build high motivational environment and retention levels

Senior Manager

Wipro Limited
Pune
01.2015 - 05.2020
  • Leading APAC Cash Securities Settlement Operations of 24 members consisting of 2 team managers and 4 Team leads
  • Managed cash securities Trade Settlement & Cash & Stock reconciliation operations for equity & fixed income products, including stock lending & borrowing business, for APAC markets
  • Reviewed daily risk reports, implemented risk mitigation controls, and escalated any risk items to clients and Line Risk teams
  • Conduct weekly twice review of all breaks >7 days, SD-1 unmatched trades and Fails >3 days with managers and escalate any risk items to clients & Line Risk teams

Team Manager

Cognizant Technologies India Pvt. Ltd
Pune
01.2011 - 01.2015
  • Trade settlement, fails management, cash reconciliation & release payment for OTC Derivatives Post settlement, Brokerage & Inter-system reconciliation processes for UK, US and APAC region
  • Lead a team of 26 FTE’s across split location (Pune and Hyderabad)
  • Monitoring overall functioning of processes, identifying improvement areas and driving key projects for process enhancement
  • Reviewed daily, weekly, and monthly risk reports such as KRI/KPI, incident documents, SAR, and SLA with Onshore teams
  • Identified tactical and strategic controls to minimize risk associated with manual activities

Lead Analyst

Wipro Ltd
Pune
07.2009 - 12.2010
  • Leading APAC Cash Securities Settlements Operation of 10 members
  • Pre-matching, fails management, cash & stock reconciliations and payments
  • Make sure all operational procedures are documented at keystroke level
  • Review and Verify evidences before approving manual payment and SWIFT instructions for settlement of Cash/Stock transactions

Team Lead

JPMorgan Chase India Pvt. Ltd.
Bangalore
02.2009 - 07.2009
  • Lead a team of 6 members for Boston Trade Processing
  • Independently migrated Boston trade processing & stabilized the process within 3 months

Senior Associate

State Street Syntel Services Pvt. Ltd.
Pune
01.2007 - 01.2009
  • Played key role in migration of German trade processing process & assisted in stabilizing sub-processes
  • Accountable for delivering BAU activities of trade processing and reconciliation for Stock & Cash as per procedure

Audit Clerk

Manohar Ayalane & Co
Nanded
08.2003 - 12.2005
  • Worked audit engagements for wide variety of industries, including manufacturing, non-profit and nationalized & co-operative banks
  • Inspected general ledger for accuracy and assisted in creating audit reports

Education

Clarita's Investment Certificate - Capital Markets

CFA Institute – USA
03.2014

Post Graduation Diploma - Business Administration : Finance

Symbiosis Center of Distance Learning
01.2010

Bachelor of Commerce - Commerce

Swami Ramanand Thirth Marathawada University
05.2005

Skills

  • Transaction Lifecycle Management
  • Gresham CTC
  • Intellimatch
  • SWIFT
  • Project Management Tools (Jira, Confluence)
  • Agile Methodologies (SAFe, Scrum)
  • Trade Settlement
  • Cash & Stock Reconciliation
  • Stakeholder Management
  • Investment Banking Operations Management
  • Leadership
  • Risk Management
  • Change Management
  • Problem Solving
  • Analytical Thinking
  • Digital Transformation
  • Process Re-engineering
  • Cross-functional communication

Accomplishments

  • Developed and implemented frameworks that reduced cash and stock breaks and failed trades by 30%, resulting in significant cost savings and improved customer satisfaction
  • Path Breaker Award, Q3 2012: Recognized for delivering the highest number of efficiency improvement projects
  • Best Team Leader Award, 2009: Recognized for delivering Settlement & Reconciliation services with zero errors or client escalations while fostering high-performing teams
  • Executed two process re-engineering projects that led to a 20% decrease in costs and increased productivity
  • Leadership Award, Q1 2012: Recognized for demonstrating outstanding leadership and team-building skills
  • Demonstrated strong performance and value to previous employers, evidenced by being rehired by both
  • Best Manager of the Year Award, 2015: Recognized for consistently exceeding performance goals and driving operational excellence
  • Team of the Quarter Award, Q1 2012: Recognized for leading a team with zero outstanding exceptions exceeding 15 days and a 99.5% settlement rate

Affiliations

  • Certified Scrum Master (CSM), Scrum Alliance
  • Certified SAFe Agile Scrum Master, Scaled Agile Inc
  • Cognizant Certified Emerging Leader (CCEL), Cognizant Technologies Services India Pvt Ltd
  • Certified Senior Project Manager (CSPM), Cognizant Technology Solutions India Pvt. Ltd
  • Digital Transformation for Program and Delivery Managers, Cognizant Technology Solutions India Pvt. Ltd
  • Generative Artificial Intelligence (Gen AI) in Project Management, Cognizant Technology Solutions India Pvt Ltd

Timeline

Senior Project Manager - Platform Migration & Change The Bank

Cognizant Technologies India Pvt. Ltd.
12.2021 - Current

BPaas Lead

Avaloq India Pvt. Ltd
06.2020 - 11.2021

Senior Manager

Wipro Limited
01.2015 - 05.2020

Team Manager

Cognizant Technologies India Pvt. Ltd
01.2011 - 01.2015

Lead Analyst

Wipro Ltd
07.2009 - 12.2010

Team Lead

JPMorgan Chase India Pvt. Ltd.
02.2009 - 07.2009

Senior Associate

State Street Syntel Services Pvt. Ltd.
01.2007 - 01.2009

Audit Clerk

Manohar Ayalane & Co
08.2003 - 12.2005

Clarita's Investment Certificate - Capital Markets

CFA Institute – USA

Post Graduation Diploma - Business Administration : Finance

Symbiosis Center of Distance Learning

Bachelor of Commerce - Commerce

Swami Ramanand Thirth Marathawada University
SATISH REDDY PATHURI