Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Interests
Timeline
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Shaili Shah

Shaili Shah

Operation Specialist, Project Manager
Bengaluru

Summary

Performance-driven Vice President with over 8 years of experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall risk management and business judgment.

Overview

8
8
years of professional experience
2
2
Certifications
4
4
Languages

Work History

Vice President - Listed Derivatives Controls

Goldman Sachs
Bengaluru
01.2022 - 10.2022
  • Ran a project globally to identify top clients and brokers causing suspense breaks and liaised with traders, clients, technology teams and global counterparts to reduce exceptions on the global suspense report.
  • Managed reconciliation of futures and options trades on Asian and European exchanges, ensured timely and accurate front-to-end trade process and event management such as identifying manual or tech errors on corporate actions and expiry of futures and options processed.
  • Provided formal mentoring and coaching to analysts and associates across divisions including career development and people development skills, along with a huge focus on training to manage risk for our client and house business. Included group and one on one trainings across all tasks in clearing and reconciliation.
  • Worked with multiple stakeholders to manage Brexit migration for Listed Derivatives, involved in mapping the account structure under the new entity and testing the setups and connectivity across exchanges/CCPs and internal clearing systems
  • Created and implemented an extensive depth chart enabling senior management to track progress, determine average depth in the team and to drive resourcing decisions.
  • Point of contact for escalations from various stakeholders including traders, clients and partner teams. Formed an Induction Committee as part of the Leadership and People Development program to help new comers integrate into the firm culture and provide support where needed.
  • Operationally led an exchange mandated project - EUREX platform upgrade that entailed testing trade flow with the new features and set up from the exchange to the client accounts without issues, delays, discrepancies ensuring no connectivity issues, swift and systematic trade processing.

Senior Associate - Listed Derivatives Controls

Goldman Sachs
Bengaluru
01.2020 - 12.2021
  • Cross trained - Moved teams within LDO from Trade Clearing to Trade reconciliations, ensured I was trained on reconciling all exchanges in 8 months, to then train new hires, monitor, supervise and mentor them on reconciliations thereby broadening my knowledge front to back on everything Listed derivatives clearing and reconciliations.
  • Managed high risk trades and ensured these are flagged and cleared in time to allow for exceptional client service.
  • Project Manager for Industry Mandated projects representing the clearing team in GS which involved performing impact analysis, preparing test scripts, conducting tests, and execution, liaised with various partner teams and external vendors such as Bloomberg ahead of the go-live deadlines.
  • Mentored junior associates, fostering professional growth and helping them reach their full potential. Coached them on creating their career development plans along with training them on BAU and helping them take on small projects to improve processes.
  • Member/Moderator of the 'People Council Committee' that focused on driving change professionally, addressing issues and ideating to promote growth and create a healthy environment for our employees.
  • Led a project(For operations) to incorporate changes related to MIFID II, created new account structures and performed testing to ensure implementations are compliant with the regulations and reporting is accurate.
  • Process efficiency - Automated reports generation using Alteryx, thereby eliminating manual efforts and saving 2.5 hours/day.
  • Onboarded new exchange - Prepared a detailed test script and conducted tests to ensure trades flow smoothly from the exchange into our system, testing out connectivity, system mappings to recognize the type of trade to flowing into the clients accounts accurately.

Associate - Listed Derivatives Clearing Ops

Goldman Sachs
Bengaluru
01.2019 - 12.2019
  • Participated in the Operations Associate Apprenticeship Program that provides select associates with enhanced connectivity to senior leaders while broadening experiences through knowledge and skill-based coaching
  • Graduated ‘Data School' and completed training on Business Intelligence tools like Alteryx, Tableau, SQL, data warehousing and defensive design concepts.
  • Represented the Listed Derivatives organization as a pod lead to facilitate 'Front to Back' alignment across Securities Division Operations to aid issue resolution, drive change and enable better connectivity across the teams.
  • Established strong relationships with key stakeholders, facilitating effective communication across departments.
  • Process efficiency - Global and team shared inbox management improved leading to enhanced team productivity by streamlining communication and implementing efficient project management tools.
  • Saved 3 hours on resolving client break sheets, ensuring account and product mappings in place, eliminating false breaks, identifying manual errors, addressing them through thorough trainings/double checks, resulting in reduced breaks/trade discrepancies and drastically improved risk management and client service.
  • Point of contact for all client query issues and resolutions.

Senior Analyst - Listed Derivatives Clearing Ops

Goldman Sachs
Bengaluru
01.2017 - 12.2018
  • Managed clearing of futures and options trades on Asian and European exchanges, ensured timely and accurate front-to-end trade process through allocation, matching, suspense items, client queries and various event management such as corporate actions and expiry of futures and options.
  • Managed high risk trades and ensured these are flagged and cleared in time to allow for exceptional client service while also manage risk on client and house accounts.
  • Migrated a complex and risky function from Bangalore to Warsaw pertaining to Futures, Equity Options and NCM clearing on a european exchange. - 1 month Business trip to Poland to train the team there and established a ‘Follow the Sun' model.
  • Performed impact analysis and devised solutions to solve problems pertaining to Industry Mandated Changes impacting the Listed Derivatives business
  • Business Unit Coordinator for preparation and testing of Business Continuity Planning (BCP) for the division and to ensure teams are prepared to handle any BCP event
  • Core member of the Shark Tank GS committee - Gathered, endorsed and also presented ideas to improves processes with the idea of improving work life balance, client services and teams morale, thereby improving performance standards and client relationships.

Analyst - Listed Derivatives Clearing Ops

Goldman Sachs
Bengaluru
07.2014 - 12.2016
  • Managed clearing of futures and options trades European exchanges, ensured timely and accurate front-to-end trade process through allocation, matching, clearing and various event management such as expiry of futures and options.
  • Managed projects by defining targets and objectives, monitored progress and milestones, took action to bridge any gaps, oversaw testing cycles, prepared test cases and managed UAT.
  • Liaised closely with multiple teams including settlements, margins, controllers and New Business Group to complete account opening and setups ahead of time to ensure smooth client onboarding.
  • Annual testing for Listed derivatives operations - Software upgrade of internal book keeping system
  • Part of the Games and social committee - Involved organizing weekly TGIF games for the department and planning and organizing events during leadership visits or year end celebrations.

Education

Bachelor of Business Management - Marketing

Mount Carmel College
Bengaluru, India
04.2010 - 2013.01

Skills

Strategic Planning, Project Management

  • Computer skills - MS office, Stream GMI

Time and Schedule management

  • Risk/Conflict Management and Problem Solving

Mentoring, Coaching

  • Stakeholder and Escalation Management, Client service

  • People Management, Collaboration and Leadership

Certification

Alteryx Core Designer Certification

Accomplishments

  • Part of the main cast in the Musical 'Oliver Twist' held at Choudiah memorial hall - [2006].
  • Organized the product launch event at the commerce fest, Sophia High School - [2010]
  • Won 5 recognitions at Scool in excellence in Athletics
  • Active logistics member at SMUN - Sophia Model United Nations - [2010]
  • Volunteer at Janagraha (NGO) for the Indian Urban Conference at Infosys, Mysore - [2011]
  • Active Member of AIESEC - [2011] to [2012]
  • Member/Active participant of the BBM fest Team, won many events and rendedred service in Publicity for our inter-college cultural fest 'CUL-AH' - [2011-2014]
  • Co-founder/Partner at Honeydukes - A small scale Baking company from 2011-2013
  • Completed College-level Coursework : [2011-2014] -Civic awareness and social responsibility - 50 Hrs, 3 credits -Manpower Planning and Recruitment - 30 Hrs, 2 credits -Basics in Italian - 45 Hrs, 3 credits -Billiards - 40 Hrs, 2 credits
  • Interned at PWC - Human Resource Management - [2013]
  • Final year Research project - Social Networking - [2014]
  • Cleared the Company Secretary foundation exam - [2014]
  • Volunteered at Cupa (Animal Welfare Org) - [May 2017]

Interests

Baking/Cooking/Pottery/Sketching/Swimming/Yoga

Timeline

Vice President - Listed Derivatives Controls

Goldman Sachs
01.2022 - 10.2022

Senior Associate - Listed Derivatives Controls

Goldman Sachs
01.2020 - 12.2021

Associate - Listed Derivatives Clearing Ops

Goldman Sachs
01.2019 - 12.2019

Senior Analyst - Listed Derivatives Clearing Ops

Goldman Sachs
01.2017 - 12.2018

Analyst - Listed Derivatives Clearing Ops

Goldman Sachs
07.2014 - 12.2016

Bachelor of Business Management - Marketing

Mount Carmel College
04.2010 - 2013.01
Shaili ShahOperation Specialist, Project Manager