Uday Naidu
Business Analyst
Bengaluru
Summary
Experienced BFSI professional with 10 + years of expertise in the industry, Including working experience with low code and no code platforms, proven track record in Business Analysis, project management, data analysis and Scrum master Roles.
Expertise in understanding the various products of Capital Markets, Client onboarding, KYC operations, Trade life cycle, Confirmations, Swift messaging, Settlements and various regulations.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Work History
Business Analyst- Officer
State Street Mumbai Pvt Ltd
06.2018 - Current
- Currently working as a business analyst for Client onboarding of capital markets domain which includes
- Working with FX account setup teams to automate the account setup through RPA process.
- Strong Knowledge on the client onboarding services, client account setup, Swift messaging like MT 103, MT 202 and settlement process
- Strong experience in all phases of software development lifecycle (SDLC) using agile.
- Conduct meetings with onboarding teams like KYC, Confirmation, account setup teams to gather requirements, analyze, finalize, and have formal sign-off from approvers
- Translate the business requirements into the Business Requirement Document [BRD], Functional Requirement Document [FRD]
- Creates flow diagrams, structure charts, and other types of system or process representations
- Manage changes to requirements and baseline through a change control process
- Ensure Sign-off / Completion has been obtained and documented for each Functional Team Stakeholder
- Utilizes standard processes, design, and testing tools throughout the project development life cycle
- Facilitate project meetings with both business and technology teams
- Actively participate in Sprint Planning, Sprint Review, Sprint Retrospection, and Backlog Refinement meeting
- Work closely with the operational functional teams, operations management, personnel, and various technology teams to facilitate a common understanding of requirements and priorities across all areas
- Coordinate with the business user community for the execution of user acceptance tests as well as tracking issues
- Work, collaborate, and coordinate with Offshore and Onsite team members to fulfill the BA responsibilities from project initiation to post-Implementation
- Develop and review the test scripts with business users as well as the technology team
- Providing the framework for the BUAT teams to create test scripts Educating Business teams on script creation
- Host/Manage team testing kickoff meetings with Business users and internal technology teams
- Partner with BUAT leads to schedule daily test recap meetings and be an active participant in the discussion of issues/enhancements
- Execute test scripts with expected results for the System Integration Test (SIT) and User Acceptance Test (UAT)
- Coordinate and/or conduct the Production Acceptance Testing (PAT) with the business users.
Financial Analyst
Wells Fargo India Solutions
10.2016 - 05.2018
- Responsible for FX Client Onboarding process of funds, banks and ensuring adherence to Dodd-Frank Regulation
- Coordinating with internal teams by gathering and validating documents for client onboarding
- Experienced in analyzing legal agreements and KYC documents related to FX onboarding
- Client Static data setup in Various internal systems
- Setting up Client Standard Settlement Instructions in trading platforms.
Knowledge Consultant Specialist
Mphasis Limited
01.2016 - 10.2016
- Responsible for reviewing agreements such as ISDA & CSA, F & O & Prime Brokerage for the client J.P Morgan Chase & Co
- Performed analysis on various documents for uploading quality information related to downstream teams into applications like Dox, Atheneum, and Captis for global investment banking
- Reviewing the Client's legal documentation and updating the terms and conditions in the internal platform for downstream use.
Process Analyst
Tata Consultancy Services
10.2013 - 01.2016
- Responsible for Dodd Frank, EMIR & Know your customer (KYC) for client Deutsche Bank - Information Management Services
- Performed validation as per the Dodd- Frank Protocols & reaching out to the clients to ensure adherence to the Dodd Frank, CFTC, FIA, SEC and ISDA compliance
- Coordinating with the internal legal team to create the ISDA EMIR legal agreements between clients and banks.
Education
M com - undefined
The Oxford College of Business Management
05.2011 - 05.2013
B Com - undefined
St Francis de sales College
05.2008 - 05.2011
Skills
Product Management
undefinedTimeline
Business Analyst- Officer
State Street Mumbai Pvt Ltd
06.2018 - Current
Financial Analyst
Wells Fargo India Solutions
10.2016 - 05.2018
Knowledge Consultant Specialist
Mphasis Limited
01.2016 - 10.2016
Process Analyst
Tata Consultancy Services
10.2013 - 01.2016
M com - undefined
The Oxford College of Business Management
05.2011 - 05.2013
B Com - undefined
St Francis de sales College
05.2008 - 05.2011
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