Summary
Overview
Certification
Skills
Work History
Industry Exposure
Accomplishments
Software
Education
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OfficeManager
VIJAY  KALLAM

VIJAY KALLAM

Project Manager | Business Analyst | Change Managmement

Summary

Experienced Project Manager & Change Management Specialist with over 10 years in financial services and eCommerce domains, specializing in large-scale system implementations, cloud/on-premise integration, and regulatory compliance initiatives. Proven track record in leading cross-functional project teams, optimizing system workflows, and delivering high-impact data and process automation solutions. Skilled in SQL, UAT planning, production support, vendor collaboration, and change management. Passionate about leveraging technology to align systems with strategic business goals, improve operational efficiency, and support digital transformation efforts. PMP-certified leader, skilled in managing SDLC with cross-functional teams, steering data-driven initiatives, and implementing scalable business solutions that streamline trade lifecycle events and enhance regulatory reporting across global markets.

Overview

10
10
years of professional experience
3
3
Certification

Certification

  • Project Management Professional(PMP)
  • Alteryx Designer Core
  • SQL Programming

Skills

  • Project Management(PMP) & Agile Implementation
  • Risk Management & Reporting
  • Client Relationship Management
  • Business System Analyst & Implementation
  • Front to End ETD & OTC Derivatives workflow
  • Technical knowledge on OTC Swaps
  • Position & Account Reconciliations
  • Regulatory Reporting(Middle Office)
  • JIRA, Confluence, Azure DevOps, Lean Six Sigma, PROSCI ADKAR
  • BI Tools - Alteryx, Tableau, PowerBI
  • Cost-benefit analysis
  • Business process improvement
  • User Acceptance Testing
  • Change impact analysis
  • Root Cause Analysis
  • Compliance Monitoring
  • Change control operations
  • Software Development Lifecycle
  • Project development and lifecycle
  • Project regulations
  • New product introductions strategies

Work History

Compliance Lead II - Business Operations

BayOne Solutions, eBay
Salt Lake City, UTAH
11.2024 - 04.2025

Leading data analytics & data migration initiatives at eBay to enhance marketplace safety and ensure regulatory compliance through the development of complex SQL queries using Spark SQL and the creation of insightful Tableau dashboards. Collaborated on integrating third-party data systems into eBay’s infrastructure, optimizing data flow and accuracy. Contributed to data-driven projects, reinforcing eBay's commitment to data integrity and regulatory adherence.

  • Developed and optimized SQL queries using Spark SQL to extract, manipulate, and analyze large datasets, driving actionable insights to ensure marketplace safety and regulatory compliance.
  • Reviewed 1000+ lines of code and optimized the query to reduce the run time from 38 mins to 12 mins for real time updates
  • Built Tableau dashboards for Transaction Risk focused on Buyer risk insights for senior stakeholders to implement new policies and rules ensuring buyer safety and trust.
  • Collaborated with cross-functional IT and data science teams to integrate AI models into Tableau dashboards and analytics workflows, enhancing predictive insights for compliance systems and business risk mitigation.
  • Utilized advanced data analytics and automation techniques to streamline compliance workflows, reducing manual effort by 70% and improving overall process efficiency.

Project: SharePoint Migration and Modernization Initiative
Team Size: 40+ members
Tools/Tech: SharePoint Cloud, SharePoint 2013/2016, Power Automate, PowerShell, Microsoft Cloud(online), ShareGate
Summary: Led the full lifecycle of a SharePoint migration project from legacy systems to SharePoint Cloud, ensuring on-time, in-scope delivery. Managed project planning, stakeholder engagement, risk tracking, and governance using Planview and Microsoft Project. Executed the OCM plan, led user training and UAT, and coordinated cross-functional teams to drive adoption. Maintained thorough documentation and aligned project goals with business and IT governance standards. Successfully migrated over large amount of data and more than 4+ site collections with minimal downtime and enhanced user adoption.

Business Analyst & Project Manager

Goldman Sachs LLC
03.2022 - 09.2024
  • SME knowledge on ETD & OTC Derivatives(Swaps) ensuring STP electronic confirmations rate at 90% using MarkitWire, DS Match, DTCC, CTM, TradeServ, AXONI, FIA -Trade Data Network for Futures clearing, Bloomberg, TradeWeb execution facilities.
  • Managing a team with direct reports covering front to end trade confirmations, settlements, reconciliations & life cycle events for derivative products and focused on teams performance reviews, feedback, training & mentorship.
  • Adept in managing position & account reconciliations using FIS Systems & triResolve. Escalation point of contact for Auditing firms - KPMG, PwC & Deloitte and for client queries on account audit reports, position statements, P&L, daily NAV & Fund Accounting queries.
  • Fostering strong bank relationship especially with Clearing Exchanges(ICE, LCH, CME) , Clearing brokers, Prime Brokers, Fund Admins, FCMs, Custody & Clients through regular communication and resolving issues in timely manner.
  • Identify Operations Risk, facilitate ERMs with RCSAs and risk (OMEGA) events, incidents to perform in depth analysis, management reporting of procedural and regulatory impact.
  • Assisting Regulatory middle office team as an SME in writing DUS (Data User Story) to retrieve the accurate data fields from various systems considering ASIC, MAS, EMIR & MiFID II regulatory reporting requirements.
  • Embedded Business Intelligence Specialist: GS Data school is in internal program targeting to empower Business ops people with Business Intelligence skills and graduates are felicitated as embedded BI specialists skilled with BI tools - Alteryx, Tableau, low code tools and SQL.
  • Handled market events like IBOR transition with LCH & CME and saved $2.5M to the client.
  • Automated cash resets flow using Alteryx BI tool for Credit Default Swaps and avoided 50 hrs of quarterly manual capacity/Production hours.
  • Point of contact for audit firms - PwC, Deloitte, KPMG for Internal Audit & client Audit exercises and completed the audits with 100% accuracy as SME for ETD & OTC Derivatives

Project Management - Business Implementation:

  • PMP certified professional acting as a trusted advisor for change management, cross functional teams and PMO in handling global level projects and business strategic & scalable solutions to achieve target operating models (TOM).
  • Led projects as SME in delivering the MAS & ASIC reporting rewrite by creating Data User Stories (DUS) to gather product data from front and middle office systems. Collaborated with engineering teams to translate reporting requirements, conducted regression UAT testing with cross-functional teams, validating the data with tools like AxiomSL for data governance & accuracy.
  • Facilitated a global level project to consolidate multiple front office Order Management Systems (OMS) to a single strategic platform for derivative products validating the product attributes with efficient JIRA sprints and UAT tests in the middle office.
  • Assisted portfolio managers (Front office) teams in improving low touch trading opportunities by building a proprietary asset servicing software system for Life Cycle Events especially for ETD & OTC Derivatives focused on automating contrary instructions, cash resets, Options life cycle events with a focus to improve Alpha generation by $25M per portfolio.

Notable DTCC & Industry Exposure

  • DTCC migration of DSMatch Production data to TradeServ Platform (OSTTRA), have led this initiate from GS standpoint integrating MQ(API) pipelines and ensured 100% data accuracy
  • CTM Workflow Automation – Collaborated with technology, product, and DTCC teams to streamline and enhance the trade matching process for Equities and Fixed Income products. Supported the end-to-end trade lifecycle from matching to settlement, ensuring trade data enrichment and alignment with regulatory standards.
  • Leveraged my business system analysis skills to support DTCC's T+1 industry event, contributing to process optimization, MTU – Match-to-Instruct workflows for custodians & clearing brokers, trade lifecycle impact assessment, and readiness planning across cross-functional teams.
  • Utilized platforms like DTCC CTM and ALERT to enable automated trade matching and efficient retrieval of Standing Settlement Instructions (SSIs) enhancing straight-through processing (STP) and reducing settlement risk.
  • Exposure to ACORD XML Transactions Standards for batch integrations of production data
  • Conducted system testing and validation of settlement messages via ISO 20022 and SWIFT MT54x message formats.
  • Led the business requirements gathering for regulatory trade reporting through DTCC’s GTR, covering OTC derivatives and SFTR mandates.
  • Designed data models and mapping logic for submitting trade lifecycle events (e.g., new, modify, cancel) as per EMIR, CFTC, and MAS reporting standards.
  • Initiated a project to onboard Options trading to CTM (new sales pitch from DTCC to GS)

Notable Murex Exposure

  • Delivered comprehensive Level 1 Murex support to Front, Middle, and Back Office users, ensuring seamless daily operations and rapid resolution of user queries across trading, risk, and operations.
  • Configured and optimized simulation views, trade queries, notepads, and dynamic tables, enabling efficient monitoring of positions, PnL and reportings.
  • Performed critical Murex configurations for product definitions, static data (counterparties, currencies, calendars, books), and market data (yield curves, volatility surfaces, FX rates) to support pricing and risk functions.
  • Supported trade life cycle management including operation and event insertion, trade amendments, and status tracking across workflows.
  • Coordinated with internal teams on the registration, loading, and monitoring of market and static data, ensuring accurate and timely data feeds from external sources (Bloomberg, Reuters).
  • Utilized GOM (General Object Manager) to design rule-based data enrichment and object transformation logic to streamline trade processing and reporting.
  • Demonstrated strong domain expertise in financial markets and investment management, with solid knowledge of derivatives and fixed income.
  • Acted as a bridge between business and IT, supporting cross-functional teams including compliance, risk, operations, and finance to align system functionality with business needs.

SKILLS:
ETD & OTC Derivatives| Reconciliation| Regulatory Reporting| Bank Relatioship management| Swaps - IRS, CDS, IFS, TRS, Portfolio swaps, Cross Currency Swaps, Basket Swaps, Bond Swaps| ETD - Futures, Options on Futures, Swaptions, EQ Lookback Options, FX & EQ Barrier Options, Digital Options| Cyrpto Currencies| Leveraged Prodcuts| CFDs & Spreadbets| Stock Lending| Corporate Actions| Asset Servicing| LifeCycle Events| Clearing Exchanges - ICE, CME, LCH| Execution venues - TradeWeb, Bloomberg| Electronic Confirmation Platforms - OSTTRA, MarkitWire, DTCC, Fed, ClearStream, EuroClear, Axoni veris, LSEG TradeAgent, FIS, GMI, Aladdin| Project Management| JIRA| Confluence| Scrum Calls| Change management| Service Delivery| Market Events| Boxed Positions Resolutions| Market Events| Fund Admin Accounting | NAV Analysis & Impact| Valuations| Price validation| Data stewardship| Trade enrichment| UAT testing| People Management | Performance Reviews| Training & Mentorship| Stakeholder management| Risk Reporting| Business Intelligence| Alteryx| Tableau| SQL| Data Visualization| Managing Cross Functional Teams| Project Delivery| Target Operating Models| Strategic & Scalable Solutions

Operations Manager - Business Operations

IG Group
01.2018 - 05.2021
  • Spearheaded the expansion of IG Group's Bengaluru operations, growing the team from 6 to 30+ across multiple departments. Improved operational efficiency and customer satisfaction while ensuring SLA adherence for high-net-worth clients and leading global projects to optimize workflows.

    Team Size: 30+ | Global Workforce: 150+ | CSAT Improvement: 12% | Cost Reduction: 20%
  • Expanded team size by 400%, establishing 24/5 operational coverage across Trading Services, Account Management, and Linguistic Specialist teams.
  • Reduced cost per contact by 20% and improved customer satisfaction by 12% through the successful global implementation of AI-driven Web Chat enhancement, optimizing client interactions.
  • Attained 98%+ SLA adherence for high-net-worth clients by managing global workforce shifts and optimizing resource allocation for 150+ team members across APAC and EMEA.
  • Risk Assessment and Compliance: Evaluated payment processes to identify potential risks, implementing mitigation strategies and ensuring compliance with industry regulations and standards.
  • Tested and verified compliance with audit reporting requirements, contributing to successful internal and external audits.
  • Boosted interaction attention rate to 95% by eliminating workflow inefficiencies and collaborating with engineering teams to optimize routing queues.
  • Managed a team of 10+ analysts responsible for their performance, delegation of work, coaching & feedback specialized in client service & Sanctions Screening Operations, ensuring adherence to OFAC compliance and internal policies.
  • Recruitment and onboarding of strong talent, with a focus on continuous recruitment cycles and innovative, proactive recruitment & helped in increasing the team size from 6 people to 30+ covering 24/5 shifts.
  • Handled Global Manager Shifts managing global workforce of 150+ reports and resource allocation & delegation of relevant work streams achieving & meeting the target SLAs & KPIs at 98%+ with outstanding CSAT scores.
  • Responsible to create and publish insightful presentations to COO, CTO and head of Trading operations on Core Operations KRIs & KPIs to drive effective decision making.
  • Strong knowledge on financial derivatives, leveraged products - CFDs, Spreadbet and Options, front to end trade lifecycle and post-trade life cycle events
  • Technical and business knowledge of Compliance functions - Regulatory Compliance - Anti-Money Laundering (AML), Client Due Diligence (CDD) and Know Your Customer (KYC) with adept knowledge in SWIFT, FED WIRE, ACH and CHIPS payment types.
  • Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
  • Worked on Web Chat Enhancement project(global) and digitized the flow of client contacts through chatbots which reduced the cost per contact by 20% and improved CSAT by 12%

SKILLS:

Leveraged Trading| CFDs| Spreadbet| Binary Options| Listed Options| Commodity Trading| Team Management| Individual Development Plans| Operational Efficiency| KRIs| SLAs| Salesforce CRM| High Networth Clients| Stakeholder presentations| Facilitating Townhalls| Business Operations| Client Service| Customer Engagement| New Business| Compliance| Sanctions| Payments Screening| Project Management| Incident Management| Global Manager Shifts| Workforce Management| Teleopti| Inhouse system enhancements| Multi Linguistic Teams|

Risk Analyst

Amazon.com, Inc
04.2016 - 01.2018
  • Worked as a SME & mentored the juniors/new hires (10 direct reports).
  • Onboarding interface to new clients/customers by analyzing the risk factors - ensuring Credit Risk.
  • Monitoring and investigating the transactions related to fraud/abuse/claims/sanctions and other patterns to flag for further screening & protecting clients from fraudulent activities.
  • Creating SOPs & Global Policies for investigation procedures and ensuring timely publishing of policies to global teams.
  • Communicating the customers, financial institutions and with internal departments via phone and/or email to get the legitimacy of the account/transaction.
  • Generating daily/weekly performance reports (KPIs) using Tableau and communicating to the team.
  • Successfully mitigated a risk of $1 Million by Identifying the system errors/vulnerabilities on the AI system (Artificial intelligence) and reported to the concerned teams to make updates in system algorithms.

SKILLS:

Risk Analysis| Credit Risk| Fraud & Abuse Patterns| Payments| Chargebacks| Disputes| Client relationship| KPIs| SLAs| Cost Saving| AI algorithms| Training| SME| Mentor| FinScan| BinBase Check| Compliance| Transaction monitoring| Buyer Abuse Risk| Seller Risk| Ecommerce| Business Operations|

Marketing Executive

Sampath Vinayak Eductional Trust - Non Profit
Bangalore, Karnataka
2015.01 - 2015.09
  • Provide outstanding customer service to clients via Phone, Email & Web chat
  • Interacting with customers and handling customer queries and concerns with a resolution rate of 98%
  • Built marketing campaigns and awareness programs by raising 6M Rupee funds through targeted fund raising for the year 2015.
  • Managed a team of Client Services Representatives
    setting customer service goals and helping the team to be empowered and resilient.
  • Strong collaboration with tier 1 universities and educational institutions in building awareness and career advise programs.

SKILLS:

Marketing| CRM | Salesforce| Content Marketing| Digital Marketing| Targeted Marketing| Cold Calling| Marketing Campaigns| Data Collections| Data Analysis| Brand Engagement| Social Media Organic marketing| Market Research| Team Management|

Industry Exposure

  • Led and Supported Global Benchmark Transition Events: Led the LIBOR to SOFR transition, CME’s EuroDollar to SOFR futures migration, MXN TIIE benchmark shift, and BRL rate adjustment due to holiday calendar changes ensuring smooth implementation, risk mitigation, and cross-functional coordination across trading, risk, operations teams & with external stakeholders, Custodians, Prime brokers & clearing houses.
  • Led DTCC DSMatch to TradeServ (OSTTRA) Migration: Directed the end-to-end migration of production data from DSMatch to the TradeServ platform at Goldman Sachs, integrating MQ (API) pipelines and ensuring 100% data accuracy across trade flows.
  • Drove CTM Workflow Automation & T+1 Readiness: Collaborated with DTCC, technology, and product teams to automate trade matching for Equities and Fixed Income; led T+1 settlement impact assessment and Match-to-Instruct (MTU) workflow optimization across custodians and clearing brokers.
  • Owned DTCC GTR Regulatory Reporting & Trade Lifecycle Modeling: Gathered business requirements and designed data models for reporting OTC derivatives under EMIR, CFTC, MAS, and SFTR, including ISO 20022 and SWIFT message validation for regulatory compliance.
  • Successfully onboarded Exotic Options and Flex Option suites into business operations, streamlining processes and enabling customized derivatives trading to meet complex client needs.

Accomplishments

  • Embedded Business Intelligence Specialist - Goldman Sachs Data School Graduate (Business Operations)
  • Automated Trade LifeCycle events - Monthly & Quarterly Cash resets for Swap products using SQL & Alteryx workflow automation saving 50 hrs of capacity avoidance per quarter.
  • Consolidation of multiple portfolio manager Order Management Systems into a startegic & commercially scalable Unity OMS
  • Built & maintained Tableau Dashboard for global End of Day risk reporting, currently used by global teams for managing daily BAU risk.
  • Led Derivative market events - EuroDollar to SOFR Futures Conversion, LIBOR to SOFR, CDOR, MXN TIIE transitions, Emerging Markets - BRL Holiday Calendar change and assisted clients in saving ~2.5 M USD in realized P&L.
  • Risk Champion facilitating quarterly RCSAs, Managing LMS (Learning Management Systems), SOPs and documenting the risk events for stakeholder communication & reporting.
  • Led global manager shifts covering APAC & EMEA with multi-lingual teams focused on workforce management achieving targeted SLAs & KPIs
  • Consistently recognized with multiple awards and accolades across organizations for outstanding performance, leadership, and contributions to workplace success.

Software

SQL

Tableau

Alteryx

BPMN

JIRA

ASANA

Python(Basic)

Education

Master of Science - Business Analytics

Trine University
USA
07.2022

MBA - Finance

Bangalore University
India
08.2016

Academic Projects

A Study on Effectiveness of AADHAAR card linkage with LPG Subsidy - DBTL Scheme.

This study evaluated the impact and effectiveness of linking AADHAAR cards with LPG subsidies under the Direct Benefit Transfer for LPG (DBTL) scheme. Findings indicated general consumer satisfaction and increased transparency, though challenges remain due to past failures and varying scheme awareness. The study highlighted the need for greater financial inclusion, simplified banking, and targeted awareness programs—especially in rural areas—for the scheme’s sustained success. Recognized as the world’s largest cash transfer initiative, DBTL has received global recognition and national support through initiatives like the “GiveItUp” campaign.

A Pragmatic study on Equity Valuation in Top Three Indian Blue-Chip IT companies

Conducted a detailed equity valuation analysis of India's top three blue-chip IT companies to assess their intrinsic value and investment potential. Utilized fundamental analysis techniques including DCF (Discounted Cash Flow), relative valuation (P/E, EV/EBITDA), and industry benchmarking. Gained hands-on exposure to financial modeling, market research, and investment advisory practices at Destimoney Securities Pvt Ltd. The project aimed to provide actionable insights for retail and institutional investors while enhancing decision-making frameworks within the firm’s equity research division.

Interests

FinTech Service Delivery & Integrations

Business Process Implementation

Risk, Complaince & ESG technology

PROSCI Change Management

Cryptocurrency

Cricket

Marvel Cinematic Universe

Travel

Services

Consulting Services 

Business Analysis & Project Management for Scalable Operations and Regulatory Excellence

With a proven track record as a Business Analyst and Project Manager, I specialize in driving complex, large-scale initiatives that enhance business operations, regulatory compliance, and technology integration. My services focus on bridging the gap between business needs and technical delivery to ensure projects are executed efficiently, accurately, and aligned with strategic goals.

Comprehensive Business Analysis for Complex Financial Projects

I excel in dissecting intricate business processes and translating them into clear, actionable requirements. From leading a €1.7 billion fund and portfolio migration integrating diverse data sources into proprietary systems to developing detailed Data User Stories for MAS and ASIC regulatory reporting, I ensure every stakeholder’s needs are captured and aligned with compliance standards. My analytical rigor drives 95%+ reporting accuracy and mitigates operational risks.

End-to-End Project Management Leadership

Managing large-scale, multi-stakeholder projects is my forte. I oversee project lifecycles from scope definition, planning, and resource coordination to delivery and post-implementation review. Highlights include consolidating multiple front-office OMS platforms into a single strategic system, delivering $20M capacity savings, and leading agile JIRA sprints with cross-functional teams to validate and streamline workflows. I emphasize strong governance, risk management, and timely delivery without compromising quality.

Integration & Automation Strategy

I lead seamless integration of complex systems and regulatory reporting automation by collaborating with cross-disciplinary teams, product, technology, compliance, and third-party vendors such as DTCC and Bloomberg. My expertise in aligning data workflows and designing scalable solutions accelerates compliance with global standards like SEC, CFTC, and EMIR, while reducing manual effort and errors.

Driving Innovation through Proprietary Software Development

Leveraging business insights and project oversight, I have spearheaded the creation of asset servicing software that optimizes lifecycle event management for ETD and OTC derivatives. This innovation supports low-touch trading capabilities and has contributed to generating $25M in alpha per portfolio, empowering clients with competitive, scalable trading advantages.

Why Partner with me
  • Strong analytical skills to translate business complexities into clear, executable requirements.
  • Proven ability to lead end-to-end project delivery for large, high-value initiatives.
  • Expertise in regulatory environments and technology-driven automation.
  • Collaborative leadership style that bridges business, technology, and compliance teams.
  • Commitment to delivering scalable solutions that align with business strategy and governance.

Are you a focused, dedicated professional who is passionate about empowering your workplace and driving impactful change, if so let’s connect and take your business to the next level.

Contact Me

USA: +1 801 809 5770 

India: +91 810 558 1939 (WhatsApp)

Email Me: Vijaykumar.kallam@gmail.com

LinkedIN: https://www.linkedin.com/in/vijaykallam/ 

Work Preference

Work Type

Full TimeContract Work

Work Location

On-SiteRemoteHybrid

Important To Me

Work-life balanceCareer advancementCompany CulturePersonal development programs

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations

  • Project Management Institute
  • Edu9 Education Services
  • Feeto App

Languages

English
Full Professional
Hindi
Native or Bilingual
Telugu
Native or Bilingual
Kannada
Professional Working
German
Elementary

Timeline

Compliance Lead II - Business Operations

BayOne Solutions, eBay
11.2024 - 04.2025

Business Analyst & Project Manager

Goldman Sachs LLC
03.2022 - 09.2024

Operations Manager - Business Operations

IG Group
01.2018 - 05.2021

Risk Analyst

Amazon.com, Inc
04.2016 - 01.2018

Marketing Executive

Sampath Vinayak Eductional Trust - Non Profit
2015.01 - 2015.09

Master of Science - Business Analytics

Trine University

MBA - Finance

Bangalore University
VIJAY KALLAM Project Manager | Business Analyst | Change Managmement