Tushar Bargali

• Develop subject matter expertise in Risk Management Services wide process & policies.

• Design, Developed and delivered interactive PowerBI dashboard reports for management entails providing clear process updates on a quarterly and annual basis.

• Utilized strong SQL skills for data extraction, transformation, and analysis, ensuring accuracy and efficiency in reporting.

• Collaborated effectively with Global stakeholders to gather reporting requirements and ensure alignment with business objectives.

• Provide high-Quality data cleansing, analysis, extraction, and validating the data in work Tools.

• Ensure meticulous due diligence in report preparation to deliver precise and reliable data.

• Provided technical support to end-users for reporting tools and data analytics solutions, ensuring smooth operations and user satisfaction.

• Identified and executed opportunities for process improvement and efficiency gains in data management and reporting.

• Provide feedback to the team members and help them move up the learning curve.

• Use analytical and project management methodology and tools

• Perform periodic review of team’s deliverables to evaluate completeness, accuracy, and appropriateness

• Monitored daily operations of the department to ensure compliance with established policies and procedures.

• Working under assigned operational and data analysis activities related to client onboarding/transitions/conversions
• Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform
• Determines the best set-up for client accounts and establishes or makes updates to client accounts
• Prepares for the opening of new accounts once due diligence on KYC and AML has been completed
• Reviews the Account Opening Checklist for accuracy
• Closes off accounts by first checking for any pending activity or balances remaining in the account
• Conducts pre transition/conversion testing and quality review of client data
• Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying critical paths
• Works closely with and provide support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience
• Coordinate with different departments to complete tasks and documentation in time
• Communicate progress to team and escalate issues or potential project delays.

• Conduct regular data quality checks and troubleshoot data-related issues as needed.
• Enhanced data analysis skills to identify trends and insights, supporting informed decision-making
• Managed databases to ensure data accuracy, integrity, and availability for reporting purposes
• Liaises with other teams globally to ensure data quality is remediated.
• Provides a high level of customer service to our internal stakeholders
• Working on UBS database, Managing the data, resolved conflicts
• Working on data governance for a smooth-running external and internal feeds
• Suggesting logics for minimize the data conflicts
• Majorly responsible for client queries and interaction via emails and other channel
• Data filtering by using SQL.•
• Analysis performed using: Company fundamentals, and independent research reports for diversified range of products like Equities, ETFs, Fixed Income instruments, Mutual funds, SPV etc.
• Fundamental analysis of companies using various filings through sources like Security Exchange Commission, annual corporate filings, Bloomberg various Regulators and Registrars of Companies worldwide & processing corporate actions like mergers & acquisitions spin off, Swift id search, Stock Splits, Name Changes, IPO's, Exchanges, liquidation, Distribution, Bankruptcy events etc. as agreed with the client.