Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Sivasankaran Balu

Bangalore

Summary

  • Accomplished project management professional with 17.6 years of experience leading cross-functional teams in investment banks.
  • Specializes in delivering complex projects/large programs using PMP® & Agile principles.
  • Proficient in managing scope, schedule, cost, quality, risk, resources, and stakeholder communication.
  • Skilled in both traditional and agile methodologies, adept at adapting approaches to meet evolving project requirements.
  • Extensive experience across Capital Markets (including OTC Derivatives), Global Real Estate, Wealth Management, Market Risk, and Regulatory Reporting.
  • Certified as an Enterprise Agile Coach/Scrum Master and POPM, proficient in Scrum, Kanban, and Scaled Agile (SAFe 6.0).
  • Holds certifications in Artificial Intelligence (AI), enhancing capabilities in leveraging AI technologies for project management and strategic decision-making.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Project Manager/Vice President

Wells Fargo
Bangalore
08.2021 - Current

Worked as part of Capital Markets Technology division in handling front to back projects for Investment Portfolio team's Advanced data analytics for multiple asset classes likes bonds and OTC derivatives like swaps, options, forwards, and futures through front to back development.

Project value $2.5M

• Managed CTB project budget of $2.5M, business G tech/functional requirements, product management, resourcing, led governance, working group forums and technical delivery along with RTB needs of around $300k.

• Lead 4 cross-functional teams with 40= team members, fostering a collaborative and high-performing team culture by providing guidance, coaching, and support to team members.

• Identified project risks, dependencies, and impediments, working with the team to develop mitigation strategies and remove blockers to ensure timely project delivery.

• Tracked project progress and velocity through Jira, generating various engineering metrics through Power BI/Tableau to monitor performance and identify areas for improvement.

• Accelerated Lead Time (by 15%) for projects by leading Agile transformation journey for the group, adapting Scrum framework and enhanced efficiency and effectiveness.

• Leading Agile COP activities and partnering in various Value stream initiatives.

Project Manager/Assistant Vice President

Credit Suisse
Pune
08.2017 - 08.2021

Worked for Market Risk business for Credit Suisse. Managed $1.5M End to End QA project delivery (front to back) for FRTB program QA delivery FRTB application which calculate the market risk capital requirements for the bank along with delivery of other programs like Brexit, enhancements and various region's regulatory needs for UI applications like PTA, Security Net, Mars etc ranging from $1m to $1.5M.

Projects Value: $1.5M to $2M

• Lead a team of 20= team members in the span of 4 years to delivery complex flows and delivered value for customers

• Responsible for planning implementation of complicated workstreams for FRTB program, drafting program/QA project plans, technical requirements, schedule, budget, test plan, approach documents and tracking risks and issues to resolution, planning and managing E2E UAT.

• Implemented Scrum Framework and automations to drive efficiency which resulted in 20-25% reduction of lead time.

• Improved efficiency and reduced 50% vendors which resulted in huge ROI

• Effective management of cross functional teams across 3 regions SG, Europe and Asia. Also Lead recruitment activities for the team.

Project Lead / Senior Business Consultant

Wells Fargo
Bangalore
06.2015 - 08.2017

Project management of EastdilSecured and Salesforce CRM. Front to back development of ESI platform that combines conventional real estate advisory and brokerage with the corporate finance and capital markets expertise of an investment bank. Lead Salesforce CRM project which manages company's relationships and interactions with customers and potential customers.

Project value : $1 to $1.5M each per annum.

• Responsible for delivering EastdilSecured(ESI) platform and Salesforce CRM module changes from Bangalore managing $1.5mn budget, planning implementation of complicated workstreams, drafting program/project plans, schedules, budget, test plan, approach documents and tracking risks and issues to resolution, planning and managing E2E UAT, post implementation testing ultimately driving overall project to completion.

• Reduced Vendor ratio from 60% to 20% to align with company strategy.

• Coordinated Project meetings and progress reporting , enhancing team communication and efficiency.

• Developed deep understanding of the business objectives stakeholders and built trust by achieving the vision as per the road map.

• Managed budget and schedules to ensure 0% overrun.

Project Lead

Barclays Technology Centre India
Pune
09.2012 - 05.2015

Worked as Project lead in FICC division for Devon application (legacy platform) migration to BarX which is the order management platform for FX and currency swaps/forwards workflows. Also SRF/OneReg application delivery which consolidate and rationalize the multitude of regulatory reporting systems within Barclays.

Project value: $1-1.5M per annum.

• Responsible for validating various Forex flows from various application flows like BARX, EBS and Reuters to Devon * Tercel (Clearing) and GBS (Settlement).

• Understanding regulatory requirements for various regulatory bodies like DTCC, EMIR, NSD etc and making sure they are implemented for various asset classes (including OTC derivatives) for Strategic Reporting Framework.

• Led a team of 10 as a project lead from India, creating a trusting, respectful team in the process

• Instituting OneReg team which is to consolidate rationalize the multitude of regulatory reporting systems with Barclays.

• Environment Management for the projects.

• Implemented Agile Process and facilitated scrum ceremonies-Backlog Grooming, Sprint Planning, Daily Scrum Call, Review and Retrospective meeting for the team.

Project Lead/On-shore Project Manager

Credit Suisse(CTS)
Pune/Singapore
12.2009 - 07.2012

Worked as Project Lead for projects like Equities (GoMan Canada, Toronto Booker) which is end to end Order management platform, Forex(TARSAN, Merlin, Wallstreet GFX).

Project Value : Around $1M per annum

• Ensure the delivery of Front office applications workflows for GoMan Canada,US G Toronto Booker(Futures G Options, Swaps, Convertibles etc).

• Ensure the delivery of Front office applications Forex workflows (TARSAN, Merlin, Wallstreet GFX) meeting customer needs.

• Work with clients on budgeting and recruitments.

• Establishing communication

• Worked in Singapore as onshore project manager and successfully instituted the offshore Team in India.

Module Lead

Morgan Stanley (TCS)
Pune
12.2006 - 12.2009

Worked as module lead in MSIM, GWM division for Longview Trading System(a complete front and middle office solution for institutional, wealth and alternative investment managers) and Margin Loan System (Margin loan calculator for customers) Project Value : $500k and Fixed Bid.

• Took care of Functional Delivery and environment support for the project.

• Collaborate with stakeholders on project governance and timely Status Reporting.

Education

MBA -

Madurai Kamaraj University
11-2012

Post Graduate in Operations Management - Operations Management

Symbiosis International University
10-2010

Bachelor of Science - Computer Science

Bharathidasan University
04-2006

Skills

  • Project Management
  • Agile (Scrum/Kanban)
  • Product Management
  • Stakeholder Management
  • Jira/Confluence/GitHub
  • ALM
  • Power BI/ Tableau

Certification

· Project Management Professional (PMP) ®

· Enterprise Agile Coaching ICP-ENT

· SAFe® 6.0 Product Owner Product Manager (POPM)

· Certified SAFe® 6.0 Agilist

· Certified Scrum Product Owner (CSPO)

· Generative AI Overview for PMs from PMI

· AI for Product Management - Pendo, Google and mind the product

· Professional Scrum Master-1 (PSM)

· Certified Scrum Master (CSM)

Accomplishments

  • Spot Light Award – 2022
  • Rave Gold Bar Awards (2017 to 2020) Credit Suisse
  • Achieving Excellence Level 3 – 2016 Wells Fargo

Timeline

Project Manager/Vice President

Wells Fargo
08.2021 - Current

Project Manager/Assistant Vice President

Credit Suisse
08.2017 - 08.2021

Project Lead / Senior Business Consultant

Wells Fargo
06.2015 - 08.2017

Project Lead

Barclays Technology Centre India
09.2012 - 05.2015

Project Lead/On-shore Project Manager

Credit Suisse(CTS)
12.2009 - 07.2012

Module Lead

Morgan Stanley (TCS)
12.2006 - 12.2009

MBA -

Madurai Kamaraj University

Post Graduate in Operations Management - Operations Management

Symbiosis International University

Bachelor of Science - Computer Science

Bharathidasan University
Sivasankaran Balu