Saurabh Tungar
Investment Banking
Pune,MH
Summary
Results-driven finance professional with over 12 years of experience in the capital and derivative markets, specializing in investment banking products such as bonds, equities, futures, options, swaps, and trade lifecycle management. Strong proficiency in business analysis, risk management, and strategic decision-making. Committed to fostering team collaboration and delivering exceptional results in fast-paced environments. Adaptable and reliable, with a proven ability to thrive amidst changing market conditions.
Overview
14
14
years of professional experience
3
3
Languages
Work History
Senior Associate
BNY Pune
11.2013 - Current
- A result-oriented Business analyst /Senior Associate with 12 years of extensive experience into Capital & Derivative Market Domain (Investment Banking) on products such as Bond, Equity, Futures & Options, Swap and Trade Life Cycle, regulatory compliance and market abuse activity.
- Strong analytical skills, knowledge of various phases and methodologies of software development including SDLC and Agile methodology.
- Working with OTC and Forward team where my job to process, validate and coordinate with settlement team to settle trades and cash according to different investment manager using our different in-house application (Operations).
- Business Analysis Skills: Requirement Elicitation, GAP Analysis, As-Is and To-Be business process, Agile & Waterfall practice.
- Good understanding of Trade Life cycle along with the functionality involved at each level i.e., Front, Middle & Back Office.
- Good understanding of capital market and financial products Bonds, Derivatives (Future, Forwards, Options & Swaps), Swift message, ISO 20022,EMER, MiFID, Dodd– Frank act.
- Experience in coordination with the development team and performing UAT and preparation of business documents BRD.
- Hands on experience in MySQL and able to run query from database. (used Joins, Stored Procedure & few basic functions)
- Handling team size 5 people and performed various management related activity like preparing KPI, error log report, trade irregularity analysis, monthly presentation to client regarding different activity within group using Power BI dashboard, audit support to senior stakeholder.
- Successfully migrated Reconciliation project from Onshore and created SOPs as well.
- Roles and Responsibilities
- Presenting KPI and different reporting aspect to management monthly basis using Power BI.
- Client / Stakeholder management.
- Taking part in multiple projects and performing UAT as well signoff the project requirement, BRD/FRD and taking care of the project.
- Driving team across business line and POC for my team.
- Worked with the Onshore Teams for the creation of team SLA’s , KPI and all other business aspect.
- Work with senior leadership & Servicing team for process related updates and reporting work
- Managing business and work extensively with stakeholder for any market trade irregularity and perform in depth analysis for trade surveillance.
Financial Analyst
Capital Stars Research Pvt Ltd
04.2012 - 05.2013
- Providing up to date information to the clients regarding the current industry trends and forecast budget of the clients.
- Keep a track of the reports and reviews collected by the clients which they can use for future reference.
- Recommend strategies that the clients can use in achieving their financial goals and objectives.
Education
MBA - Marketing & Finance
DAVV
01.2011
BE - Electronics & Communication
RGPV
01.2008
SSC - undefined
Model High School Jabalpur
Jabalpur01.2004
HSC - undefined
MP Board
01.2002
Skills
Requirements elicitation
Business requirements documentation proficiency
Stakeholder Management
SWIFT message processing
Agile and Waterfall frameworks
Project flow chart & design
As-Is and To-Be analysis
Trade settlement & Coordination (Front & Middle office)
Power BI, MySQL, MS Suits (Excel, Visio), Confluence
Basil, Cass, MiFid
SQL
Accomplishments
- Have received various appreciations e-mails from onshore Team.
- Received take a wow award from Clients for Delivery excellence in services to them.
- I have developed 2 ideas for automating things for this i received appreciation from the company.
Timeline
Senior Associate
BNY Pune
11.2013 - Current
Financial Analyst
Capital Stars Research Pvt Ltd
04.2012 - 05.2013
BE - Electronics & Communication
RGPV
SSC - undefined
Model High School Jabalpur
HSC - undefined
MP Board
MBA - Marketing & Finance
DAVV