Sparsh Oberoi

Sparsh Oberoi

Team Leader, European Retail Operations

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location of Sparsh OberoiDelhi, India

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  • Timeline

  • About me

    Project Management| Leadership| Start Up| Capital Markets| Personal Finance| Content Writing

  • Education

    • BLB Institute of Financial Markets

      2008 - 2009
      Diploma Stock Analysis & Portfolio Management
    • Institute of Management Technology, Ghaziabad

      2003 - 2008
      PGDBM-DLP Finance & Human Resources
    • Faith Academy Senior Secondary School - India

      1984 - 1999
    • The Chartered Institute for Securities & Investment (CISI)

      2011 - 2012
      Certificate in Securities & Investment FSA Code of Business & Operational Risk.
    • Delhi College Of Arts and Commerce

      1999 - 2002
      Bachelor of Commerce - BCom (Hons) Finance and Financial Management Services
  • Experience

    • Fidelity International

      Jul 2005 - May 2012
      Team Leader, European Retail Operations

      • Process Management , Client Management & Escalation Matrix Lead• People & Project Management• Trade Settlement & Client Money Process Manager• Operational Risk Management Through BI/Control Reports• Offshore Process Transition• Process Improvements – Idea generation & implementation• Business Continuity Planning across global locations• Hiring Manager for the India Operations team

    • S&P Global Market Intelligence

      Jun 2012 - Jun 2017

      • Dataset Owner for the Asset Management Universe• Execution of Regulatory and Business projects for the Dataset• Managed a dynamic team of 20+ Associates across Gurugram, Ahmadabad and Islamabad• Quarterly Dataset Presentations to the Senior Stakeholders• Preparation & Publishing of Asset Manager (Buy Side) Fact Sheets for clients• LEAN & Process Improvement initiatives to drive Business Strategy• Training & Process Transitions for creating BCP sites within the sub-continent• Workflow Management by designing, testing and executing Workflow tools for Asset Management and Private Equity domains Show less

      • Senior Team Leader, Capability Management Team

        Oct 2015 - Jun 2017
      • Team Leader, Investment Firm Profiles

        Jun 2012 - Sept 2015
    • NA

      Jul 2017 - Jan 2020
      Business Research Specialist & Equity Trader

      • Functioned as a Solopreneur - Proprietary capital for the Equity & Derivatives Trading• Conducted Sector specific Research Analysis & Investments• Capital Markets Commentator - Wrote articles & had platform discussions with other capital market enthusiasts• Business Research - Executed 29 Projects for KnowMore Platform from July 2017 - June 2018 for Investment Banking clients

    • StanShare

      Jun 2020 - Dec 2021
      Head of Operations and Strategic Alliances

      Boot Strapped Start Up - A community wise, peer-to-peer asset and talent sharing platform promoting sustainable development, micro entrepreneurship, and vocal for local at a global scale• Gathering market intelligence involving research on prospective partners• Leading operations & digital marketing initiatives• Driving the initiatives for strategic partnerships & vendor management • Handling Communications, Writing blogs & Content for the company & publishing them on various social media sites• Key Support in product design & development, software testing & other peripheral activities Show less

    • Fidelity International

      Dec 2021 - now
      Project Manager - Business Change (CAO Team)

      Sustainable Investing, ESG, Regulatory & Remediation projects. Capability Management & Process Transitions.Project Planning & Resourcing| Chair Steering Committee Meetings| Business Readiness| Stakeholder Management| RAID| Confluence Documentation| Reporting - Plan Vs Deliver

    • Fidelity International

      -
      Project Manager - Business Change (CAO Team)
  • Licenses & Certifications