SIDDHARTHA GHOSH
Project Manager, Wells Fargo
Summary
With over a decade of experience in financial operations and project management across various sectors, including Settlements, Wealth and Investment Management, Bank Loans and Derivatives, I have honed my expertise through roles at prestigious institutions such as Goldman Sachs, JP Morgan Chase, and Wells Fargo. I want to advance my career with an organization that values my extensive knowledge, management acumen, and leadership skills. My goal is to contribute to mutual growth and success by making meaningful impact.
Overview
11
11
years of professional experience
Work History
Senior Assistant Vice President
Wells Fargo
06.2022 - Current
- Previously managed a team of 9 in Capital Market Project management(Equities, Derivatives), 2 in FX settlements, 2 in Regulatory Controls, Currently Project Manager within Wealth and Investment Management operations alongside a team of 10.
- Project Manager in Wealth & Investment Management, individually contributer, oversee performance management, risk mitigation, and project deliverables to ensure efficiency targets are met.
- Individually transitioned, hired and created an International Settlements team of 16 and FX settlements team in Bangalore from St. Louis, USA.
- Individually built checkpoints, QC metrics, settlements trackers, SOP's and procedure documents as a project manager.
- Completed a division wide risk analysis to point out key themes and errors to foster an environment with better controls as a project manager.
- Spearheaded three major transitions, 6 projects over the past two years leading to a save of 3 headcount equivalent hours.
- Directed and led enhancements to Blackbird, a front-office settlements system, which resulted in a time savings of approximately 450 hours in one year.
- Successfully led the industry-wide T+1 transition for Wealth and Investment Management with zero errors.
- Developed and implemented an E-Mail Dashboard using Power Query, improving global email management across WIM and CIB.
- Created and deployed Depth Metrics across various Wells Fargo divisions.
- Initiated and managed projects contributing to a cost savings of over $300,100 in 2023 and 2024, with recognition from Ops global head.
- Skills: Alteryx, Tableau, Visio, Power Query
Project Manager
JP Morgan Chase & Co
05.2019 - 06.2022
- Project manager in capital markets, fund management for bank loan settlements for clients - State of New Mexico, Credit Suisse and Anthem.
- Managed a team and individually led multiple projects in capital markets, commercial banking, loan operations for the transition of LIBOR rates to Alternate Reference Rates which is one of the biggest event/transition happening in the financial world.
- Created 3 projects in the team and delivered conclusions on doc management, doc scouting, reconciliation and loans pricing for all deals transitioning into Alternative Reference Rates.
- Key job responsibilities include people management, performance analysis, risk management, project management.
- Transitioned Arcesium a middle office capital market system into JP Morgan from Geneva along with all the trades and settlement data.
Associate
Goldman Sachs
05.2014 - 05.2019
- Associate Manager of IRP and Derivatives Settlements: Product manager, SME of Interest rate products and client operations.
- Managed day to day BAU and a team of 10 while leading multiple projects across teams and regions.
- Delivered conclusions in projects contributing to 8 hours of time saving per day.
- (Single handedly brought down aged fail rate with sensitive client Pioneer from 77% to 0 in 2 months)
- Created calculators and workflow in IRP settlements to promote efficiency.
- Worked to migrate middle office functions to Bengaluru from Tokyo and London.
- Developed calculators for interest rate products and helped team be self-sufficient from home region, reducing dependencies which further contributed to better customer service and quick resolution of issues.
- Core member of Interest Rate trade management team (Middle Office): Built product expertise within teams, fostering self-sufficiency for IRP.
- Developed automated calendars, reducing calculation errors and saving approximately 300 hours of manual work annually.
- Enhanced processes and macros to improve daily operational efficiency.
- Oversaw day-to-day settlements and interest rate swap trading, ensuring accuracy and correctness of bookings.
- Led the migration of functions from the Middle Office to the Bengaluru team, contributing to cost reduction.
Education
Bachelors - Commerce and General Management
S.C.M.S, Jain University
03.2011 - 2014.03
12th - CBSE
Vikas Residential School
01.2011 - 2011.12
10th - ICSE
Hill Top School
01.2009 - 2009.12
Skills
- Fast Learner
- Time Management
- Leadership
- Project Management
- Team Player
- Alteryx
- Power Query
Accomplishments
- Change of role to Analyst in 12/2015.
- Change of role to Senior Analyst in 12/2016.
- Change of role to Associate Manager in 12/2018.
- Change of role to Team Lead in 06/2019.
- Change of role to Manager in 06/2020.
- Change of role to AVP in 2023.
- Change of role to Senior AVP in 2024.
- Captain of college basketball and rifle shooting teams, part of football and debate teams as well.
- Won a total of 22 fests across finance, H.R and marketing in national levels.
- Co-headed the sports forum.
- Recognized topper for subjects of Economics and Marketing.
Interests
Meditating
Reading
Football
Basketball
Shooting
Trekking
Timeline
Senior Assistant Vice President
Wells Fargo
06.2022 - Current
Project Manager
JP Morgan Chase & Co
05.2019 - 06.2022
Associate
Goldman Sachs
05.2014 - 05.2019
Bachelors - Commerce and General Management
S.C.M.S, Jain University
03.2011 - 2014.03
12th - CBSE
Vikas Residential School
01.2011 - 2011.12
10th - ICSE
Hill Top School
01.2009 - 2009.12
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