Kalpesh Mistry

Experience

• 

  Logica

  Nov 1995 - Oct 1999

  Consultant

  Analyst/Developer reponsible for development on projects delivering functionality for applications in the private insurance market.

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  UBS

  Oct 1999 - Oct 2013

  Responsible for global equity instrument reference data technology delivery, spanning cash, derivatives and pricing data.Lead the initiative from the firm to move all instrument and price data run / change platforms and services across the investment bank and Wealth business units to a fully managed IT / Operation (inc ITO/BPO) service. The deal was the first of its kind in industry and is a partnership with the supplier to develop an industry utility that can provide the same service to other buy and sell side organisations. Show less Relocated to Bangalore and represented UBS interest to develop culture and mindset to enhance effectiveness of third party offshore delivery teams across all instrument platforms, delivery manager for cross product instrument platform. Also responsible for delivering digital initiatives to automate workflow capability across all instrument platforms. Role involved regional responsibility for instrument delivery capability in the Asia Pacific Region. Defined instrument reference data strategy in the region in secured sponsorship from senior Equities and Operations stakeholder in Japan, Hong Kong and Singapore for funding to improve data quality to increase to revenues. Show less

  • Equity Instrument Reference Data Delivery Manager

    Jan 2011 - Oct 2013

  • Offshore Instrument Reference Data Delivery Manager

    Jan 2009 - Jan 2011

  • Instrument Reference Data Delivery Manager

    Jan 2007 - Jan 2009

  • Delivery Manager

    Dec 2005 - Jan 2007

  • Project Manager

    Jan 2004 - Dec 2005

  • Analyst/Developer

    Apr 2001 - Jan 2004

  • Lead Support Analyst Risk Management

    Oct 1999 - Apr 2001
• 

  Capgemini

  Nov 2013 - Oct 2018

  Instrument Data Transformation LeadDefined vision and target operating model for a utility service that would also transform 11 legacy instrument / price investment bank platforms acquired by Capgemini from UBS as part of an asset purchase agreement. Tech transformation was driven with a third party and their hosted EDM platform; Markit EDM.The role spanned Technology and Operations, reconstructed business logic, rationalised business processes and included migration to a new operating model for a hosted instrument service supporting 14m+ fixed income and equities securities. Led full SDLC development, and data migration strategy including QA approach /execution, reconciliation, migration and implementation planning.Led governance and reporting to senior execs both to the client (UBS) and within the Capgemini practice, covering status, strategies to meet aggressive deadlines and maintain client confidence. Show less Instrument Data IT Global Service HeadGlobal Instrument Data technology lead across Investment Bank & Wealth Management business units of UBS lines. Covering full SDLC lifecycle management of business change across a portfolio of mastering and distribution technology platforms, managed parallel delivery streams with 150+ resources, located onsite, offshore in both client and vendor premises, delivered business change to supporting functions across the full trade lifecycle and to ensure regulatory compliance.Successfully established post transition service governance, with transparent service levels to measure service quality and status to acceptable levels within three months, responsible for an IT change portfolio of CHF 15m across multiple geographies, delivering Run the Bank and Change the Bank services to over 200 downstream consumers Show less

  • Senior Drector

    Feb 2016 - Oct 2018

  • Senior Director

    Jan 2014 - Feb 2016

  • Senior Director

    Nov 2013 - Feb 2016
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  UBS

  Nov 2018 - Jul 2023

  Instrument & Price Service Manager - OperationsOversight and delivery of run services covering instrument, price and Legal Entity data across the Global Wealth and Investment Banking business with over 150 people located globally, on site and in offshore vendor offices; adherence to key performance controls / KPIs, ensuring conformance to data management policy, drove 5-10% y-o-y efficiency of $20 budget, managing operational risk events, reg reporting commitments and stakeholders to C level. Led procurement process for $100m Ops/tech outsource deal, assessing build v buy through RFI/RFP and final selection/recommendation to senior sponsors. Show less

  • Executive Director

    Jul 2022 - Jul 2023

  • Executive Director

    May 2019 - Jul 2023

  • Executive Director

    Nov 2018 - Jul 2022
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  Coremont

  Dec 2023 - now

  Head of Reference Data Operations

  Evolution of operational services to accommodate the growing demand for reference data within Coremont's technology and investment management infrastructure, which caters to renowned hedge funds and asset managers worldwide.