Dynamic Business Analyst with three years of experience in Wealth Management and Capital Markets, specializing in Mutual Funds, Equity, and Debt Trade Lifecycle Operations. Currently engaged at Azentio Software, driving MFund implementation projects. Expertise in requirement gathering, functional analysis, documentation, and client interaction, complemented by a robust understanding of the frontto-back trade lifecycle, including trade capture, confirmation, settlement, reconciliation, and reporting. Proven track record of delivering regulatory-compliant and scalable solutions tailored for financial institutions.
Being a key member of product team, working on implementation of Azentio software wealth management taken the following responsibility.
Led the end-to-end implementation of Azentio’s Wealth & MFund solution, managing the complete lifecycle from requirement gathering, business process mapping, solution design, UAT, client training, and go-live support.
Partnered with RCBC stakeholders to analyze requirements and document them into BRDs, FSDs, and workflows, ensuring regulatory compliance and alignment with operational needs.
Conducted business process mapping across Equity, Debt, and Mutual Fund operations, covering trade capture, matching, confirmation, settlement, NAV, reconciliation, dividends, and compliance.
Automated market price and trade upload processes, reducing manual effort by 80% and minimizing reconciliation errors.
Coordinated with development and QA teams for clarification, defect resolution, and timely product releases, ensuring smooth delivery.
Directed User Acceptance Testing (UAT) with 50+ business users, resolving 90% of issues within SLA, improving adoption and reducing post-implementation support requests.
Delivered comprehensive client training sessions, ensuring seamless knowledge transfer and smoother system adoption.
Requirements gathering
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