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 Netundefined

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

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Swati Puri