Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Swati Puri

New Delhi,DL

Summary

  • Driven senior software development professional successful at gathering requirements, developing scopes and managing project timelines. Train and mentor junior employees while developing and overseeing cohesive, productive teams.
  • Technically proficient in .Net C#, ASP .NET, SQL Server, OOPS, SDLC, RDBMS Good understanding of Capital Markets and Investment Banking (Hedge Funds)
  • Well versed in Portfolio Management system, position & P&L management, Trade Life cycle

Overview

1
1
Certification
6
6
years of post-secondary education
7
7
years of professional experience

Work History

Team Lead

Indus Valley Partners
05.2019 - Current
  • Project Implementation and Delivery Manager - Stratus Role: Team Lead | Team Size: 6.
  • Formulating deliverables from process/workflow perspective, specs docs, flowcharts.
  • Engaging with end users to Enhance users experience and customer perception.
  • Drafting project plans for client on-boarding.
  • Owning timelines and data integrity responsibility for the projects.
  • Eight client implementations ($150bn+AUM).
  • Requirement elicitation, business analysis, defining functional processflows, data/ETL models and mock ups.
  • Upstream and downstream integration with third-party FI’s, counterparties and data vendors.
  • UAT support and getting sign off on deliverables to project closure, documentation, and handover to support teams.
  • Cross and upselling new edge features to establish stickiness Process Reengineering.
  • Aligned implementation process for requirement gathering, estimation, deployments and testing.
  • Established across team communication guidelines.
  • Helping define and document release standards and processes.
  • Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring to individuals with lagging skills.
  • Prepared detailed reports on updates to project specifications, progress, identified conflicts and team activities.
  • Managed schedules, accepted time off requests and found coverage for short shifts.
  • Instructed junior team members on protocols and procedures of each station to maximize contributions.

Senior Software Engineer

Indus Valley Partners
02.2016 - 04.2018
  • Data Warehouse Solution Role: Team Lead and senior developer | Team Size: 4.
  • Managing application & working closely with executive tier business stakeholders and managing expectations alongside a team of a BA and three onshore and offshore developers.
  • Travelled to New York for client engagements and business requirement gathering.
  • Drafting project plans for client on-boarding.
  • Responsible for timelines and data integrity responsibility for the projects.
  • Design framework for tapping data from multiple sources like Portfolio Accounting systems (Geneva, Enfusion, Eze, NT, Portia etc), Fund Admin, Security Master and persist it in Data Warehouse.
  • Analyse and Implement ETL layer to ensure data quality to be used for Investor/Fund/Compliance.
  • Integrating reporting requirements Security Management Reference entity setup, Securities modeling and setup including fixed income,equity, options,and futures Bloomberg mnemonics mapping for security attributes from Bloomberg using Bulk/FTP/SAPI.
  • Portfolio Accounting Implement P&L and exposure reports to be used for Fund Reporting and as input extracts to Data Warehouse Ensure correct setup of entities and trades to calculate reporting numbers (P&L, Market Value, and Cost) on Closed Period and Dynamic Accounting.

Senior developer, module owner

Trade Workflow System
07.2015 - 05.2016
  • Spearheaded the design and development of the comprehensive in -house solution for booking complex transactions with calculations in Geneva.
  • Management application working closely with executive tier business stakeholders and managing expectations alongside a team of a BA and three onshore and offshore developers.
  • Spearheaded a major manual effort of Middle office to replace of valuing a deal and approval process via email by building an in-house solution ground up in a cost-effective manner.
  • Played a crucial role in the design and build out the project on an extremely steep deadline which is used as a primary tool in booking transactions in Geneva.

Junior Developer | Valuation Tracker

Indus Valley Partners
02.2013 - 06.2015
  • Worked as an integral part of a small team to build out in house valuation process for real estate deals and implementing infrastructure standards that set the foundation for the firm’s long-term strategy.
  • Spearheaded a major manual effort of Middle office to replace of valuing a deal and approval process via email by building an in-house solution ground up in a cost-effective manner.
  • Played a crucial role in the design and build out the project on an extremely steep deadline which is used as a key metric in reconciling the third party valuation and in house valuation numbers till date.

Education

Masters of Computer Applications - Computer Science

GGSIP University
08.2010 - 07.2013

Bachelor of Science - Computer Science

Delhi University
08.2007 - 07.2010

Skills

Programming Languages C#, ASP NetDatabase MS SQL Server, MySQL, Mongo DbVisual Studio 2013, VS 2010, VS 2008, SSMS 2012, SSMS 2008, SSRSGeneva, MS-OfficeVersion Control TFS, SVN, GitTracking tools Fogbugz, JIRAScripting Languages Javascript/JQuery, Unix Shell Scripts, HTML, CSSData WarehouseETLMS SQL Server

NET development

Project Management

Market understanding

Performance Optimization

Production monitoring

Resource Allocation

Workplace safety

Certification

Project Management Professional (PMP)

Timeline

Team Lead

Indus Valley Partners
05.2019 - Current

Senior Software Engineer

Indus Valley Partners
02.2016 - 04.2018

Senior developer, module owner

Trade Workflow System
07.2015 - 05.2016

Junior Developer | Valuation Tracker

Indus Valley Partners
02.2013 - 06.2015

Masters of Computer Applications - Computer Science

GGSIP University
08.2010 - 07.2013

Bachelor of Science - Computer Science

Delhi University
08.2007 - 07.2010
Swati Puri