Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills. 12 plus years of experience as a Business Analyst in Investment banking/ Capital markets and financial domain expertise.
Proficient in all phases of the Software Development Life Cycle (SDLC) methodologies including Agile and Waterfall.
Accountable for high profile projects across various lines of business such as Fixed Income, Equities, Derivatives, Asset & Wealth management and Retail Banking. Expertise in Derivative Research, Sales & Trading as well as Portfolio Management and Execution of Equity & Derivative trades.
Proficiency in analyzing complex and voluminous data in order to conduct performance and trend analysis. Identify patterns and create summary reports and present a well-versed analysis to project stakeholders.
Function as an end to end business analyst producing documents using BA standards/Tools, such as Business requirements document (BRD), Functional/Technical Specifications (FSD/FRD), GAP analysis, Workflows and Interface prototypes.
Experience with London Stock Exchange Group Refinitiv Data Scope Select Report creation and data usage, Bloomberg invoices and Data License account fee structures.
Experience with trade processing interfaces including SWIFT, Straight Through Processing (STP), FIX protocol, XML, data modelling and data mapping. . Extensive experience and success in conducting User Acceptance testing (UAT).
Overview
17
17
years of professional experience
1
1
Certification
Work History
Business Analyst
DWS
09.2021 - Current
Business Analyst to support data comparisons and analysis for migration of Business users and down-streams from applications/tools currently hosted on DB environment to DWS strategic data platforms.
Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Reduced operational costs through thorough data analysis and implementing cost-effective solutions.
Sr. Business Analyst
Wellington Management
08.2019 - 07.2020
Sr. Business Analyst for the Derivatives Sales System enhancement project - a web-based application used by the Derivatives Trading desk and Sales Support staff.
Implemented a Research module on the Derivatives Sales System that provides daily updates on Market View, positional trading recommendations, stock recommendations and Intraday & End of Day market updates to the traders directly on the trading systems. Products: Options and Futures derivatives.
Set up trade reference data in order to test the Derivatives Sales System.Set up details such as CUSIP, ISIN, YTM, holdings data.
It allows the research/sales team to view market data for research, trend analysis, and create financial models on new and existing opportunities with real time data from existing systems.
Created detailed user stories for system enhancements, leading to improved functionality and user satisfaction. · Prepared Requirement Traceability Matrix (RTM)to trace and verify all requirements have test coverage.
Sr. Business Analyst
Fifth Third Bank
05.2016 - 06.2019
Sr. Business Analyst for multiple high profile projects for the Front Office and Middle Office Fixed Income and Foreign Exchange Capital Management teams.
Involved in the re-design of an application to send Fixed Income and Equities Index data to asset management subscribers. The application would add custom logic requested by the client, and transmit via FTP in the format requested by the client (CSV,XML, SWIFT).
Implemented a reporting dashboard on the Middle Office System (MOS) to generate on demand reports from the relational database, including P&L reporting, Web Confirmation Reports and MTM reporting.
Created detailed user stories for system enhancements, leading to improved functionality and user satisfaction.
Liaised with external users to gather requirements, and conduct system integration testing. Consulted with clients on recommended changes as appropriate to ensure the best software solution for the client’s needs.
Sr. Business Analyst
SunTrust Bank
02.2014 - 04.2016
Sr. Business Analyst for the Asset Allocation Product group- The project was to integrate an Asset Allocation Module on the securities lending platform, which would enable asset advisors to divide their clients' investments across different kind of investment vehicles based on clients' requirements and goals.
Liaised with the financial advisors, product experts (SMEs), and Technology team to obtain a detailed knowledge of the securities trading lifecycle, business and system interactions. Products: Fixed Income, Equity (U.S and Non-U.S)
Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
Managed internal and offshore communications with stakeholders, BA teams and QA teams to ensure requirements align with the current scope and to manage expectation of business partners.
Sr. Business Analyst
Santander Bank
07.2012 - 01.2014
Business Analyst for Credit Card Application Management System (Conversion project) - The goal of the project was to migrate from legacy platform and facilitate design of a new Credit Card application management system. This led to efficient handling of Credit card applications and to determine the credit limits to be extended to individual consumers
This led to efficient handling of Credit card applications and to determine the credit limits to be extended to individual consumers.
Analyzed the legacy application that was being retired, documented the current state and future state process (Workflows)
Participated in data mapping exercise to support a parallel data migration effort for migrating data from the legacy platform to the new system.
Conducted gap analyses to identify discrepancies between current and desired states, leading to actionable recommendations.
Junior Financial Analyst
Kotak Securities
08.2007 - 10.2010
Managed Privilege Circle client desk and revenue from NRI client investments.
Analyzed and resolved client issues in online equity, mutual fund and other financial products trading, executed trades on behalf of clients.
Improved written client correspondence process and increased efficiency by designing templates.
Trained fellow junior analysts on essential analytical tools, financial software, investment products of the bank, ensuring a well-equipped and knowledgeable team.
Identified and closed service gaps and enhanced customer service to ensure satisfaction.
Recognized for outstanding service with Best Deputy Manager Floor Support award.
Education
Master of Finance -
PACE UNIVERSITY
New York, NY
Bachelor of Commerce / Accounting & Taxation -
UNIVERSITY OF MUMBAI
Mumbai, India
Skills
Financial Analysis, Client Relationships, Shareholder Value, Process Improvements, Operations Analysis, Risk Management, Quality Control, Financial Modeling, Industry Regulations