Summary
Overview
Work History
Education
Timeline
Generic
Simrat Joy Bajwa

Simrat Joy Bajwa

Financial specilaist- Liquidity reporting
Pune

Summary

Finance professional with 5+ years of experience in regulatory liquidity reporting (LCR, NSFR, ALMM) and cross-entity governance. Proven expertise in managing regulatory submissions, implementing control frameworks, and leading global transitions in a fast-paced banking environment. Skilled in stakeholder engagement across Treasury, Finance, and Risk functions.

Overview

9
9
years of professional experience

Work History

Associate Director/ ENO

UBS
10.2020 - Current

- Lead a team of 5, supervising daily Group LCR Framework reporting for UBS and heritage Credit Suisse, processes which includes consolidation, last-mile-review and sign-off of the report.
- Lead the successful transition of heritage CS LCR framework processes (daily & monthly) from Zurich to India, ensuring smooth knowledge transfer and continuity.
- Previously managed end-to-end liquidity reporting for entities reporting to Bank of Spain and PRA across vectors such as LCR, NSFR and ALMM.
- Oversaw NSFR reporting for 5 EMEA entities with high accuracy and regulator-aligned delivery.
- Contributed to implementation of a new taxonomy for NSFR reporting. Which included, setup of reporting files and controls.
- Acted as liaison for internal/external audits, Quality assurance reviews as well as transaction testing.

  • Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.

Exempt Non-Officer (I)

CREDIT SUISSE
05.2019 - 10.2020
  • Performing monthly reporting processes such as Budget reconciliation, Forecasting Project Actuals by division, processing Manual exceptions for the monthly reporting
  • Worked on new process implementation including designing the framework for process re-engineering, code testing, and designing new process controls.

Summer Intern

CREDIT SUISSE
05.2018 - 07.2019

Soft Dollars,Group Operations

  • Understanding Processes and suggested possible improvement and documented them(Trade Reconciliation,Payments, Content)

Engineering Intern

Defense Research and Development Organization
06.2016 - 02.2017

ARDE

  • Research in the field of Microstrip Patch Antennae :Created Microstrip Patch Antenna to operate at dual Frequencies for a missile in motion.

Education

MBA - Finance And Operations (Minor)

Symbiosis Institute Of Management Studies
Pune
05.2017 - 2019.05

Summer School: Management From European Perspective

Telecom Ecole De Management
Paris
06.2015 - 2015.07

B.Tech - Electronics And Telecommunication

Symbiosis Institute Of Technology
Pune
06.2013 - 2017.06

Timeline

Associate Director/ ENO

UBS
10.2020 - Current

Exempt Non-Officer (I)

CREDIT SUISSE
05.2019 - 10.2020

Summer Intern

CREDIT SUISSE
05.2018 - 07.2019

MBA - Finance And Operations (Minor)

Symbiosis Institute Of Management Studies
05.2017 - 2019.05

Engineering Intern

Defense Research and Development Organization
06.2016 - 02.2017

Summer School: Management From European Perspective

Telecom Ecole De Management
06.2015 - 2015.07

B.Tech - Electronics And Telecommunication

Symbiosis Institute Of Technology
06.2013 - 2017.06
Simrat Joy BajwaFinancial specilaist- Liquidity reporting