Summary
Overview
Work History
Education
Skills
Accomplishments
Extracurricular Activities
Projects
Languages
Personal Information
Timeline
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Yogesh Sharma

Yogesh Sharma

Thane

Summary

Results-driven professional specializing in trade booking and settlement processes. Demonstrated success in leading projects that improve operational efficiency and reduce risk. Committed to ensuring compliance with industry standards and best practices.

Overview

11
11
years of professional experience

Work History

Assistant Manager

Bank of America continuum
05.2021 - Current
  • Assisted traders with Rates trade bookings, ensuring timely T+1 settlements.
  • Resolved booking inconsistencies promptly to maintain smooth settlement processes.
  • Executed amendments in Markit wire and V-master for both economic and non-economic changes.
  • Performed unilateral and bilateral amendments for swaps to align internal systems with counterparties.
  • Investigated Rates trade amendments, ensuring accurate representation across systems.
  • Oversaw daily EOD control reports, offering insights on unmatched and pending trades.
  • Ran reconciliations to detect economic mismatches between internal systems and exchanges.
  • Led projects aimed at improving process efficiency, reducing time, and minimizing risk.

Associate Process Manager

eClerx Services Limited
07.2021 - 05.2022
  • Oversaw equity drafting and coordination with dealer banks for timely confirmation dispatch in accordance with CFTC guidelines.
  • Ensured execution of trades while effectively resolving litigation matters.
  • Worked extensively with derivative products such as swaps, options, and IRS.

Senior Associate

BNP Paribas
10.2019 - 07.2021
  • Migrated equity drafting from Hong Kong, gaining exposure to exotic and structured products.
  • Handled end-to-end processes for client litigation, ensuring timely follow-ups for executed documents.
  • Drafted and issued confirmations to clients within T or T+1 with high accuracy.
  • Resolved term sheet versus booking discrepancies through collaboration with traders, sales, and legal departments.
  • Prepared daily fixing advisories for trades, distributing them to local back office or clients.
  • Followed up with settlement teams on outstanding fixing advisories to ensure timely settlements.
  • Compiled monthly reports and presented findings to senior management.
  • Maintained data for daily drafting volumes using VLOOKUP, pivot tables, and conditional formatting.

Associate Process Manager

eClerx Services Limited
06.2014 - 10.2019
  • Drove transition of equity outgoing documentation from Singapore and Bangalore to Mumbai efficiently.
  • Managed team of 12 in addressing client escalations across NY, London, and Hong Kong.
  • Conducted training programs to boost overall team efficiency and effectiveness.
  • Authored OTC equity derivatives confirmations for both vanilla products and structured PTEs.
  • Monitored aging of missing confirmations in compliance with CFTC and EMIR requirements.
  • Created and maintained logs for reporting purposes to senior management.
  • Engaged with Front Office, Middle Office, Legal, Trading Desks, and Trade Support teams globally.
  • Achieved recognition from clients within three months; awarded Critical Allowances for exemplary performance.

Education

MBA (General) -

Glyndwr University
Wrexham, United Kingdom
01.2013

Diploma in Audio Engineering -

School of Audio Engineering (SAE)
Mumbai
01.2010

B.Com. -

Mithibai College of Commerce
01.2008

Class XII -

D.A.V Public School
Palwal
01.2004

Class X -

D.A.V Public School
Palwal
01.2002

Skills

  • Technical problem solving
  • Organizational skills
  • Multi-tasking ability
  • Strategic planning
  • Clear and articulate presentation
  • Team management and coaching
  • Autonomous work style
  • Self-reliance
  • Practical judgment
  • Time management expertise
  • Priority assessment
  • Workload management
  • Accountability and responsibility
  • Client interaction skills
  • Client responsiveness and sensitivity
  • Professional client impression

Accomplishments

  • Runner up in Under 18 district tournaments in badminton
  • Received multiple Client appreciation from Onshore Head
  • Awarded CCA (Critical Allowances) and Star Performer for years 2016-17 and 2017-18

Extracurricular Activities

Played badminton on district level Learnt classical music and play classical instruments

Projects

A Study on Consumer and Index Based Corporate Social Responsibility (CSR) Related Themes, Engaged in survey, analysis, research and documentation on CSR activities.

Languages

  • English
  • Hindi
  • Marathi

Personal Information

Passport Number: J2268307

Timeline

Associate Process Manager

eClerx Services Limited
07.2021 - 05.2022

Assistant Manager

Bank of America continuum
05.2021 - Current

Senior Associate

BNP Paribas
10.2019 - 07.2021

Associate Process Manager

eClerx Services Limited
06.2014 - 10.2019

MBA (General) -

Glyndwr University

Diploma in Audio Engineering -

School of Audio Engineering (SAE)

B.Com. -

Mithibai College of Commerce

Class XII -

D.A.V Public School

Class X -

D.A.V Public School

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Yogesh Sharma