Experience

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  J.p. morgan

  Sept 2009 - Jun 2013

  Team associate

  J P Morgan, Mumbai, India.Team Associate, 22nd Sep 2009 till June 2013. Corporate Investment Banking I was a subject matter expert (SME) on financial instrument valuations and maintained the integrity of instrument data to ensure accurate valuations of client portfolios held with JP Morgan. Engaging frequently with data vendors like Bloomberg, Reuters, LSE and other Investment Banks globally to effectively manage and resolve exceptions that could impact client portfolio valuations and credit risk exposure of JP Morgan Investment Bank. I also engage with stakeholders in Australia, New Zealand and New York on a daily basis.Expertise knowledge gained on instruments like Equities, Bonds, Options, Money-Market Instruments, and other Derivative productsGenerate client portfolios for new on-boarding clients and handling of client portfolios and daily reporting.Performed a critical role in the automation project to significantly enhance efficiency of process, liaised with IT to helped them create functional specifications for improvements and enhancements of existing process, conducted meetings and conference calls with the IT, Change and Risks team to discuss and highlight loopholes and providing feasible solution to the automation.Performed UAT testing with complete ownership of creation of test scripts across all connectivity streams of the Process chain by thereby creating a common share point and made frequent updates for all stake holders to check the progress in relation to project milestones ensuring deadlines are met at each stage. In addition to the above, I was actively involved in a number of process improvement projects aimed at risk reduction, and enhancing excellent client experience. Show less

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  Barclays wealth management

  Jul 2013 - now

  Assistant manager

  Large exposure reporting subject matter expert with wide range in financial instrument valuations and maintained the integrity of instrument data to ensure accurate valuations of client portfolios held with Barclay's Wealth.Sound knowledge of architectural tools like Scrum, Agile, Lean and Six sigma methodology and have accelerated many project implementation and work flow tools based on the above principles.Coordinating and liaising frequently with data vendors, custodian, stake holders, third party counter-parties to effectively suite exceptions that could impact client portfolio valuations and credit risk exposure of Barclay’s wealthPreparing KPI's and MIS reports to have keen monitoring and controlling of business functions and thereby achieving the budget, considering revenue and expenditure.Coach and develop team members at all levels regarding training and development opportunitiesBusiness driven project lead with in depth knowledge of private banking business development and front to back banking infrastructure. Strategic planning in implementation of Process automation and Portfolio movement completely from legacy system to new banking platform encompasses the full and robust implementation of control frameworks and standards as well as ongoing testing and samplingExpertise in handling financial products like Money Market instruments, Exotic and vanilla derivatives (Swaps, Bond options, Fx Options), Fixed income, Equities, Hedge fund, ETFs, CMOs, Structured products etc across Wealth platformCoverage include Geneva, Monaco, Zurich, New York, Singapore, Hong Kong, Dubai, Switzerland and UK international Business. Show less

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  Morgan stanley

  Jul 2018 - now

  Senior manager

  Participating in global projects for system development/enhancement and data conversionsManaging allocation and processing of work to within team b/w different shifts (Asia/EMEA/US) and thereby ensuring smooth functioning of businessParticipate in migration testing where existing customers are moved to online portal and development related to online portal access.