Ambitious, achievement-driven Project Manager & Business Analyst with over 11.5 years of experience in Investment Banking, specialized in Market Risk analytics based projects with sound understanding of Basel 2.5 norms and FRTB regulations
Worked extensively across different clients from various geographies with a demonstrated history of commitment and skilled at providing support and cultivated lasting client relationships
Core skills include Project Management, Risk Analysis, Business Analysis, Asset Management, Data Management of Banking and Financial Institutions and Client Management
Involved in transition management of Client Services process from Overseas to India
Solid team player with the ability to achieve short and long term goals with strong leadership qualities
Fast, enthusiastic and a zealous learner and currently leading and guiding a team of five members
Overview
11
11
years of professional experience
Work History
Assistant Manager
State Street Corporate Services Mumbai Pvt Ltd
03.2018 - Current
Support intake of Market Risk Operations projects; develop and support prioritization framework for Risk Oversight, and facilitate process by analyzing, translating and communicating Business requirements through detailed Business Requirement Document, use cases and user stories to engage with internal and external solution providers.
Manage and execute complex projects and ensure that project deliverables are met with appropriate due diligence and system integration relating to Risk Operations liaising with IT/Technology teams
Develop Business/operations design solutions for complex initiatives which may or may not be architecturally significant.
Partner with UAT teams, Product, Operations, and Technology to identify barriers preventing efficient change deliverables.
Provided end to end client solutioning, including detailed risk insights on client portfolios.
Developed deep knowledge of key clients & their business and service model leveraged that insight to educate others about the client to ensure their needs are understood and serviced appropriately.
Well versed in developing Reporting solutions for Risk, Performance, Exposure, Liquidity and Guidelines monitoring by working closely with global stakeholders
Worked on projects for systems which perform Risk Analysis for hedge funds and Regulatory compliant portfolios
Experience in Client Onboarding and Client delivery, stakeholder management and relationship management with special focus on solution development and risk reporting.
Lead team of 5 members which was involved in performing risk analysis and guidelines monitoring
Team Lead, Projects and Operations
State Street HCL Services India Pvt Ltd
02.2014 - 01.2018
Responsible for setting up 'Risk Operations' team and actively guided and managed team of close to forty members
Generated multi-asset class analytics solutions that provided information which clients needed to make informed decisions on daily, weekly and monthly basis.
Assessed and measured portfolio risks for clients across various geographies which involved calculation of analytics like NPV, VaR and pVar using historical simulation method.
Identified movements in VaR and determined risk factors responsible for it and validated it to ensure that clients get accurate risk figures.
Worked on projects to enhance performance of risk engine which involved working closely with operations and technology teams.
Prepared detailed Business requirement documents and flowcharts to implement any change management request.
Developed metrics used to determine utilization and areas for improvement within team
Travelled to Poland for two months for Transition of Client Services process and built capability of team by recruiting and training people as team expanded significantly Worked co-operatively with other risk groups in different international locations and time zones.
Financial Analyst
Northern Trust India Pvt. Ltd
05.2011 - 01.2013
Provided Fund audit for custody and non custody funds Stock was reconciled between Fund master (Northern Trust's Ledger System) and statement received from Unit Trust Managers.
Investigation and research was done on any Stock Exceptions / Out of Balances and exceptions were raised to resolve breaks due to holdings, dividend, fee rebates, etc.
Price discrepancies were identified and resolved by liaising with pricing team.
Generated Management Reports for portfolios monitored under custody and non custody depots.
Management Trainee
Hong Kong & Shanghai Banking Corporation
03.2009 - 06.2009
Worked as management trainee to study Credit appraisal for Factoring to SMEs and MSMEs in and around Coimbatore, which was done as part of academic project work
Education
PGDM - Finance
PSG Institute Of Management
Coimbatore
05.2009
Bachelor of Science - Computer Technology
PSG College Of Technology
Coimbatore
04.2007
Skills
Agile Business Analysis
Advanced Financial Analysis
Project Management
Excellent Communication Skills
Excellent Managerial Skills
Business Capability Planning
Stakeholder Management
Bloomberg
Knowledge of SQL
Extensive knowledge on Regulatory Reporting
MS Access, Excel and VBA
Accomplishments
Key Achievements Received the 'Best performer' award for two consecutive quarters Q3 2015 and Q4 2015 at Statestreet HCL Services.
Spot award received for handling sensitive clients for three consecutive times at Northern Trust.
Received the 'Best Performer' award for two consecutive quarters Q3 2015 and Q4 2015 at State Street HCL Services Spot award received for handling sensitive clients for three consecutive.
Timeline
Assistant Manager
State Street Corporate Services Mumbai Pvt Ltd
03.2018 - Current
Team Lead, Projects and Operations
State Street HCL Services India Pvt Ltd
02.2014 - 01.2018
Financial Analyst
Northern Trust India Pvt. Ltd
05.2011 - 01.2013
Management Trainee
Hong Kong & Shanghai Banking Corporation
03.2009 - 06.2009
PGDM - Finance
PSG Institute Of Management
Bachelor of Science - Computer Technology
PSG College Of Technology
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