Imran Jaffar

Experience

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  AXA

  Jun 2004 - May 2006

  Accounting and Reporting

  SME - 5 month onsite migration of process from UKPrepared detailed process documentation during migrationManaged a team of 4 FTEs doing month end accounting and reporting for AXA Insurance UKMonth end provisions, reserves, GL reconciliations, posting entries in SAPPrepare management reporting packsMonth end accounting for AXA PPP Healthcare, calculation of UPR, provision for expensesPrepare Insurance IPT returns, VAT returnsManaged a team of 10 FTEs doing Insurance Operations - Collections through Bank, Direct Debits, Reconciliations Show less

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  Bajaj Allianz Life Insurance

  Aug 2006 - Jul 2009

  Investments

  Investment Operations (Front office) - Equity trading, allocation and booking for settlement, fund rebalancing, interfund transactions, handling trading and settlement related exceptionsInvestment Operations (Back & Middle office) - Holding reconciliations, execute corporate actions, security master data, trade settlement STP, daily NAV calculation and reconciliations, unit linked funds unitisation reconciliation with trading applicationsFund Management - Managed index linked (passive) funds, rebalance funds for constituent changes, tracking error below 2%Technology and automation - Business analyst in implementation of Quantis and MFund systems for Investment Management Operations. Implemented Bloomberg EMS for execution and booking of exchange traded securities. Developed portfolio performance monitoring templates using Excel linked to Bloomberg. Developed trade upload, fund rebalance templates to automate workflow, resulted in significant error reduction.Preparation of various internal and external MI reports, statutory reports, perform fund stress test, calculate fund liquidity profiles, prepare fund fact sheets, respond to queries from policyholders. Show less

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  AXA

  Jul 2009 - Nov 2010

  Operational Risk Management

  Rollout of Operations Risk Management framework for India operationsDeliver classroom / online training sessions for various modules of the frameworkImplemented work from home solution for better risk managementRollout of Error Tracking System (ETS) for reporting, analysis and management of errorsBCP lead for India operations team, BCP seat allocation, prioritisation, utilisationReview and approve process documentation changes

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  Bajaj Allianz Life Insurance

  Jan 2011 - Jun 2012

  Front office - Investments

  Research Analyst for cement, metals and mining sectorFundamental analysis of companies within sectorPublish reports, presentations of analysis, investment recommendations to fund managersMacro economic analysis of IIP, WPI, CPIFund performance attribution analysisPerformance analysis v/s peers and reporting

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  Self employed

  Jun 2012 - Mar 2016

  Self employed

  Consultancy for accounting, finance and compliance services, procurement, inventory management, maintaining books of accounts, billing and collectionConsultancy for RFP, project tendering / bidding and negotiation processDrive cost efficiency projects through realigning procurement, production process aimed at reducing wastageLiaise with Central and State Govt. Ministries for various schemes and benefits

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  Edelweiss Financial Services Limited

  Aug 2014 - Apr 2015

  Sales Trading - Institutional Equities

  Equity sales trading for local geographyExecute equity, derivatives manual and algorithmic trades on exchangesRecommend short term trading, arbitrage opportunitiesManage relationship with institutional clients, achieve revenue targetsBusiness Analyst for developing new algorithms and UAT

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  Tata Consultancy Services

  May 2016 - Nov 2018

  Pre Sales and Solutions - Finance & Accounting

  Pre Sales and Solutions F&A BFSI domain.

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  Maersk Line, Limited

  Nov 2018 - now

  Financial Planning and Analysis