Amar Joshi

Experience

• 

  M.P.Vakil & Co.

  Dec 2014 - Jan 2018

  Article Assistant
• 

  M.P.Vakil & Co

  Jan 2018 - Aug 2021

  Account and Audit Manager
• 

  SS&C GlobeOp

  Sept 2021 - Feb 2023

  Business Analyst - Senior Associate

  ⮚ Business review meetings with business stakeholders sharing insights about effective businesschanges due to technical upgradation by presenting projects’ insights in Business Review Meetingson a periodic basis.⮚ Improved and enhanced client onboarding process.⮚ Collaborating stakeholders for automating and improving trade booking, corporate action, securitycreation (Private Equity, FOF, FX, CDS)⮚ Assisted in the development and rollout of a new corporate actions tracking system, enhancing dataaccuracy and accessibility.⮚ Liaised with IT and development teams to address system issues and implement enhancements⮚ Worked closely with developers to enhance trade booking applications, incorporating feedback fromtraders and operations staff. (GoCheck and Geneva)⮚ Facilitated regular meetings with stakeholders to gather requirements and provide updates onproject progress.⮚ Implemented process improvements that enhanced the accuracy and speed of financialreconciliations.⮚ Conducted thorough reconciliations of trial balances, identifying and resolving discrepancies in atimely manner (with Conversion Team Show less

• 

  Apex Group Ltd (India Branch)

  Mar 2023 - now

  Business Analyst - Associate L3

  ⮚ Involved in mapping business requirements & designing customized solutions with strong analyticalskills & capabilities to analyze business practices and define optimal procedures in creatingsecurities from Bloomberg (Equities, Forwards, Futures, Options, Bonds, OTC)⮚ Designing & implementing various ideas of process of trades booking (Cost, Market Prices,Dividends, Brokerage) & system enhancement for Paxus Application improvement⮚ Organizing & Lead Requirement Gathering (Elicitation) meetings using techniques like Interviews,Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions and Focus GroupDiscussions.⮚ Conducting Gap Analysis, Impact Analysis on Business Process of Trade reconciliation, Cashreconciliation, Security price reconciliation⮚ Conducting “AS-IS” and “TO-BE” analysis and suggest fit for Business Solutions by designing aChange Strategy⮚ Prioritization of requirements and assist in documenting BRD, FRD, Change Request⮚ Performed quality assurance (functional testing) and user acceptance testing (UAT) for Tradereconciliation, Cash reconciliation, Security price reconciliation facilitating on-time & acclaimed“go-live” of the application. Show less