Sujatha Viswanathan
Mumbai
Summary
Collaborative leader dedicated to fostering an engaged and empowering work culture through partnership with coworkers. Proven track record of building and maintaining relationships with a diverse range of stakeholders in fast-paced environments. Strong team player with exceptional organizational skills, adept at managing multiple projects simultaneously with precision. Skilled at prioritizing tasks and consistently meeting deadlines.
Overview
11
11
years of professional experience
1
1
Certification
Work History
MGS MOD Oceania Lead
MUFG
12.2024 - Current
- Managing a team of 3 local members and acting as a support and extended team for the Oceania region.
- Handling Credit, Client Services, and Onboarding activities as part of Oceania process team.
- Spearheading the setup and transfer of Oceania region processes into MGS India.
- Overseeing system migration for covenant monitoring and recommending process standardization.
- Supervising team deliverables, ensuring completeness, timeliness, and escalation-free operations.
- Managing Client Services activities like deposit bookings, group exposure limits, officer changes etc. and ensuring timely documentation for operations.
- Supporting reporting and credit-related oversight including covenant tracking and credit task monitoring.
- Contributing to building the process flow and assisting in policy alignment for a smooth transition.
- Handling workflow process and migration of new system.Creating test case scenarios
- Creating Deck for Governance meetings
Credit Account Management-AVP
MUFG Global Services
01.2023 - 12.2024
- Established new entity MGS in India and successfully migrated processes from regions to India
- Prepared detailed decks and documentation for governance calls
- Managed front office requirements including operational risk, self-identified issues, and audit requirements
- Reviewed operational risk incidents, ensured timely closure with proper RCA and corrective action
- Created comprehensive Risk and control matrix for all areas within the Bank
- Reviewed risk policies, documented SOPs and methodologies
- Developed efficient workflows to enhance business model effectiveness
- Monitored covenants, credit ratings, market events, sector trends, and client performance for ongoing portfolio monitoring
- Collaborated closely with Front office, Legal department, and external counsel
- Analyzed and monitored portfolio credit performance, recommended improvement strategies
- Conducted due diligence and credit analysis to assess credit worthiness of clients
- Assisted with day-to-day operations, working effectively with team members
- Conducted risk and control, Limit monitoring for counterparties
- Implemented strategies to streamline office operations
- Managed administrative, financial, and service-related functions
- Supervised and trained employees on office policies and procedures.
Risk Analyst-Credit Risk Middle Office
Credit Suisse India Pvt Ltd
01.2020 - 01.2023
- Managed email correspondence by assigning tasks to team members
- Ensured all controls were in place and performed within SLA
- Reconciled FX and other credit lines with risk system, Reuters, and brokers
- Conducted regulatory reports to ensure compliance
- Raised Credit Approvals and limits on internal and external systems
- Liaised with traders and sales force to address trade inquiries
- Developed short-term goals and long-term strategic plans to enhance risk control and mitigation
- Presented loan recommendations to upper management and executive teams
Quality Analyst
Calypso Technologies
01.2019 - 01.2020
- Ensured software quality and reliability by comprehensively analyzing BRD and crafting test cases to detect system bugs
- Executed test cases and efficiently rectified bugs and implemented enhancements
- Collaborated closely with Product Management and Engineering teams to incorporate client-requested enhancements into software and ensure timely delivery
- Designed, developed, and implemented manual and automated test solutions
- Maintained and improved existing automated test solutions
- Conducted data analysis to identify root causes of issues and provided recommendations
Senior Analyst- Global Risk
Nomura Shared Services India Pvt Ltd
01.2017 - 01.2019
- Maintain checks for credit exposure for risk management purpose by resizing Credit limit set up
- Supporting region and credit analyst with investigation potential credit limit breaches/transactions
- Ensuring trades and exposures comply with policy
- Responsible for assigning risk ratings based upon obligor's financial strength, operating performance, market
- Preparation of Daily/ Weekly MIS for management for unauthorized transactions and Escalations, trending of trade volumes
- Liaising with traders and sales force, credit analysts on trade enquiries
- Validated results and performed quality assurance to assess accuracy of data.
- Overall credit exposure validation
- Preparation of SWWR report
Analyst - Derivatives Operations
Morgan Stanley
01.2015 - 01.2017
- Cultivate and manage relationships with regional middle office teams to ensure smooth operations and efficient communication
- Investigate and resolve failing trades to maintain accurate and up-to-date trade records
- Reconcile rates sourced from Reuters and MS risk system to ensure accuracy at Index level
- Validate results and conduct quality assurance checks to guarantee precision of data
- Analyze systems, document findings, test new implementations, and provide user support for platform transitions
- Collaborate with Trade support team and trading department to confirm trades booked in MS risk system on Markitwire
- Perform upstream and downstream reconciliation processes to ensure data consistency
- Coordinate with clients and communicate fixing details to facilitate smooth transactions.
Education
MBA - Financial Management
MUMBAI UNIVERSITY
MUMBAI01-2018
Bachelors in Financial Markets -
MUMBAI UNIVERSITY
MUMBAI01-2011
Skills
- Operational management
- Strategic planning
- Policy Development
- Project Management
- Organizational skills
Accomplishments
- Led a team of 8 at MUFG to develop Workflow system
- Received Cultural Award at MUFG for completing backlogs with accuracy and efficiency
- Active member of Employee Wellness and Cultural initiatives at MUFG
- Participated in Process migration from regions and trained employees at MUFG
- Completed and passed Core foundation training conducted by Pimley at MUFG
- Awarded for participation in Kaizen Programme at MUFG
- Recognized for process streamlining and operational excellence at Credit Suisse
- Contributed to new region onboarding at Credit Suisse by developing processes from scratch
- Played a key role in FX migration book move project at Morgan Stanley by booking 2600 trades out of 4000
- Received Spot Award at Morgan Stanley for assisting team in booking major trades with BAU
- Actively involved in people and culture initiatives at Morgan Stanley
Affiliations
- Active Participation in migration of a new system and testing
- Collaborated with team of 8 in MUFG for the development of Workflow system
- A part Process migration from regions & to train employees in MUFG
- A part of new region onboarding to develop process and access from scratch in Credit Suisse
- Awarded for participation in Kaizen Program at MUFG
- Involved in internal Events and GVM in Morgan Stanley and MUFG
Certification
- Received Cultural Award at MUFG for completing backlogs with accuracy and efficiency
- Active member of Employee Wellness and Cultural initiatives at MUFG
- Completed and passed Core foundation module training conducted by Pimley at MUFG in 2024
- Completed and Passed CORE Advanced module training conducted by Pimley at MUFG in 2025
- Certified Investment Banking Operations Program by Imarticus Learning
- Recognized for process streamlining and operational excellence at Credit Suisse
- Played a key role in FX migration book move project at Morgan Stanley by booking 2600 trades out of 4000
- Received Spot Award at Morgan Stanley for assisting team in booking major trades with BAU
- Actively involved in people and culture initiatives at Morgan Stanley
- Organized GVM events in Morgan Stanley and MUFG
Timeline
MGS MOD Oceania Lead
MUFG
12.2024 - Current
Credit Account Management-AVP
MUFG Global Services
01.2023 - 12.2024
Risk Analyst-Credit Risk Middle Office
Credit Suisse India Pvt Ltd
01.2020 - 01.2023
Quality Analyst
Calypso Technologies
01.2019 - 01.2020
Senior Analyst- Global Risk
Nomura Shared Services India Pvt Ltd
01.2017 - 01.2019
Analyst - Derivatives Operations
Morgan Stanley
01.2015 - 01.2017
MBA - Financial Management
MUMBAI UNIVERSITY
Bachelors in Financial Markets -
MUMBAI UNIVERSITY
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