Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Project
Timeline
Generic

SUSHANT DESAI (Business Analyst)

Mumbai, , Maharashtra

Summary

Experienced Business Analyst specializing in investment banking and capital markets, with a comprehensive understanding of trade lifecycle processes, global regulations, and financial products. Skilled in both Agile and Waterfall methodologies, with a proven ability to manage stakeholder relationships and drive requirement gathering, documentation, and analysis for complex projects. Recognized for expertise in translating business needs into actionable solutions, collaborating with project managers and business sponsors, and facilitating end-to-end project lifecycle. Strong communicator with a talent for bridging technical and business teams to achieve project alignment and deliver quality outcomes in a fast-paced financial environment.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Associate

State street
Mumbai, , Maharashtra
03.2022 - Current

1. Project Methodologies and Documentation

- Operate effectively within both Agile and Waterfall project methodologies, adapting to deliverables and timelines specific to each.
Develop comprehensive business requirement specification (BRS) documents, outlining functional and non-functional requirements.
Collaborate with project managers and sponsors to define project scope, aligning business and technical goals.
2. Stakeholder Management

- Manage relationships with key stakeholders across business and technical teams, ensuring alignment on objectives, timelines, and deliverables.
Organize and lead requirement-gathering sessions, facilitating collaboration among stakeholders to achieve a clear, unified understanding of project goals.
Serve as a liaison between business users and technical teams to address functional issues and enhance requirement clarity.
3. Trade Lifecycle and Capital Markets Expertise. Apply a strong understanding of the end-to-end trade lifecycle, supporting accurate and efficient trade processing from initiation to settlement.
Monitor compliance with global regulations and investment banking processes, ensuring alignment with industry standards.
Support trade processing and risk management by leveraging expertise in financial products and capital markets.
4. Requirement Analysis and Documentation. Lead detailed requirement-gathering sessions with business users and stakeholders, documenting insights to ensure clarity and accuracy.
Analyze business processes and systems to identify gaps, define functional requirements, and propose practical solutions.
Generate clear, concise business and functional requirement documentation to guide technical development and testing phases.
5. Testing and Quality Assurance Support. Define testing objectives and support testing teams in developing test cases that align with project requirements.
Participate in user acceptance testing (UAT) to validate that solutions meet business needs and requirements.
Work closely with QA teams to ensure that all deliverables adhere to quality standards and are thoroughly tested before release.
6. Communication and Organizational Skills

- Utilize strong communication skills to convey complex technical concepts to non-technical stakeholders.
Organize and manage multiple project deliverables, maintaining accuracy and adherence to deadlines.
Facilitate clear, structured documentation, ensuring accessible records of all project requirements, decisions, and updates.

Deputy Manager

Kotak Securities
Mumbai, , Maharashtra
08.2021 - 03.2022

Dealer

SBICAP Securities
Mumbai, , Maharashtra
03.2020 - 08.2021

Dealer

IIFL Securities
Mumbai, , Maharashtra
01.2018 - 03.2020

Dealer

Angel Broking
Mumbai, , Maharashtra
08.2016 - 01.2018

Admin

Godrej &Boyce
Mumbai, , Maharashtra
08.2014 - 05.2016

Education

MBA - Finance

K J Somaiya Institute of Managment
Mumbai
01-2021

Bcom in Accounting And Finance - Finance

S M Shetty College
Mumbai
04-2013

Skills

  • Performance monitoring
  • Project Management
  • Schedule development
  • Team Leadership
  • Data Analytics
  • Schedule Management
  • Team Supervision
  • Training and mentoring
  • Sprint Planning
  • Scrum Framework
  • Process Mapping
  • Workshop Facilitation
  • Version control
  • Design thinking
  • Requirements Gathering
  • Acceptance criteria
  • Test case development
  • Continuous integration
  • Technical understanding
  • Project Planning
  • Project tracking
  • Project Scheduling
  • Business Analysis
  • Presentations
  • Client Relations
  • Business process re-engineering

Accomplishments

  • State street internal Awards received 3 Times.
  • Best Dealer in F&O in Mumbai Region.

Certification

  • Certified in Investment Banking

Languages

English
First Language
Hindi
Upper Intermediate (B2)
B2
Marathi
Proficient (C2)
C2

Project

  • I worked on a project focused on automating the comparison between Bloomberg data and an internal record-keeping system. This involved streamlining data validation processes, ensuring data consistency across platforms, and enhancing the efficiency of record reconciliation. The automation reduced manual intervention, minimized discrepancies, and improved overall accuracy in record-keeping, providing significant value to the organization.

Timeline

Senior Associate

State street
03.2022 - Current

Deputy Manager

Kotak Securities
08.2021 - 03.2022

Dealer

SBICAP Securities
03.2020 - 08.2021

Dealer

IIFL Securities
01.2018 - 03.2020

Dealer

Angel Broking
08.2016 - 01.2018

Admin

Godrej &Boyce
08.2014 - 05.2016
  • Certified in Investment Banking

MBA - Finance

K J Somaiya Institute of Managment

Bcom in Accounting And Finance - Finance

S M Shetty College
SUSHANT DESAI (Business Analyst)