Summary
Overview
Work History
Education
Skills
Timeline
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Harsh Chauhan

Dallas

Summary

As an innovative and results-driven Associate Product Manager, I bring 7 plus years of experience in driving product development, market research, and strategic planning. With a proven track record in coordinating cross-functional teams and managing product lifecycles, I am adept at delivering products that meet market needs and drive business growth. I am passionate about leveraging data-driven insights to make informed product decisions and am eager to bring my expertise to a dynamic team.

Overview

10
10
years of professional experience

Work History

Associate Product Manager/Sr. Business Analyst

Morgan Stanley
06.2022 - Current
  • Involved in Retirement product as a dual performer, working under product development with E*TRADE and Morgan Stanley stakeholders, adhering to the Legal & Compliance needs, assisting in laying out product roadmap, and designing requirements as per product and client needs.
  • Performed market analysis, product testing, and implementation validation for product transitions with new Morgan Stanley offerings after E
  • TRADE acquisition.
  • Dealt with multiple client issues reported to retirement service and operations teams and worked on resolving them with cross-team collaboration. Reduced overall client-reported YoY issues by 57% YoY.
  • Managed agile product backlog user stories for enhanced client experience in support of sprint-based development while assisting 4 Product Managers overseeing the Retirement platform of Wealth Management.
  • Drove a 20% increase in user retention rate by implementing a UI/UX redesign for some product offerings across web browser and mobile application.
  • Collaborated with senior leadership to develop a streamlined process of reporting and timely resolution of client issues. Turn around time for initial issue reporting to tentative resolution and communication handouts was reduced by 74%.
  • Analyzed product performance metrics based on comprehensive market research and competitive analysis leading to identification of key product features to make data-driven decisions to optimize the product and increase user engagement by 37%.
  • Managed product backlog, while assisting in prioritizing features and bugs based on business value, leading to an increase of 21% in overall customer satisfaction scores.
  • Collaborated with senior business stakeholders and client relationship managers in Product Operations and Customer Service to elicit requirements (business, functional, and performance based) to continuously improve customer experience.
  • Worked with cross-functional team of 25 engineers, testers and designers to refine and enhance product features managing a total portfolio of over $100M.

Sr. Business Analyst

RBC Wealth Management
08.2020 - 06.2022
  • Managed projects through different domains namely Supervision, Risk & Compliance, Mutual Funds, Retirement products, Fixed Income, and Department of Labor (DOL) enforcement project.
  • Involved in Project Delivery Office (PDO) group and worked with business and technical teams to deliver requirements.
  • Act as liaison with business groups to ensure accurate delivery of business objectives.
  • Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
  • Interacted with internal customers to understand business needs and translate them into requirements and project scope.
  • Supported ad-hoc reporting and data manipulation for Sales, Marketing, and business needs through Salesforce.
  • Built library of models and reusable knowledge-based assets to produce consistent and streamlined business intelligence results.
  • Conducted interviews with key business users to collect information on business processes and user requirements and draft ideation.
  • Led the API requirements gathering and documentation process for a digital transformation initiative, resulting in a 30% reduction in manual data entry through system integration.
  • Developed detailed API user stories and use cases that were instrumental in defining endpoint functionality, data contracts, and error handling protocols.
  • Collaborated with QA teams to design test scenarios for API validation using tools such as Postman and Swagger.
  • Facilitated workshops and training sessions for both technical and non-technical stakeholders on how to consume and utilize the APIs effectively.

Project Manager/Sr. Business Analyst

Thrivent Financials
07.2019 - 02.2020
  • Church and Commercial Real Estate Loan Origination moved towards new IT platform for process improvement and growth of overall Investment Operations portfolio.
  • Actively drove implementation of project deliverables defined in the created project plan while ensuring budget, scope, schedule, risk, and quality meet specific success criteria ensuring key stakeholders are informed and engaged making sure industry standard project management methodologies and tools are utilized.
  • Forecasted budget with the vendor approved cost allocation keeping track of Forecast vs. Budget expense throughout the project duration.
  • Involved with Senior Leadership to work through contracts to establish approval and sign off on the Statement of Work (SOW) and project plan with the vendor company.
  • Identified plans and resources required to meet project goals and objectives.

Project Manager/Business Analyst

Ameriprise Financials
10.2018 - 05.2019
  • Supported business decision-making by providing financial or statistical analyses that lead to solutions for business issues, making recommendations for action as appropriate.
  • Involved in projects from design through implementation and eventually monitoring.
  • Acted as liaison between business leaders, staff, utility functions, and at times external parties to ensure information exchange and accomplish business objectives.
  • Conducted requirement elicitation sessions with SMEs (Compliance, Supervision, Legal, Risk, Trading, Products, Technology) to gather High-Level Business Requirements.
  • Organized, prioritized, composed, and aligned epics/user stories with respect to solutions proposed by technical team for each business requirement and established a common understanding among all stakeholders.

Business Analyst

State of Minnesota
01.2017 - 09.2018
  • Involved with the PAP program which allows new Medicaid enrollees to find health care coverage on the health care marketplace. Under Medicaid or Children Health Insurance Program (CHIP), provision of premium assistance program helps pay coverage for health insurance for the enrollees or their dependents if eligible.
  • Tracked stakeholder requested enhancements and changes using Requirement Traceability Matrix (RTM).
  • Developed business requirement documents and partnered with the development and technology services team to implement system changes.
  • Partnered with the executive management to help them clearly articulate requirements to the technology departments and document agile user stories.
  • Obtained quantitative and qualitative data of business process to analyze, resolve and promote data driven decisions.

Business Analyst

Freddie Mac
07.2015 - 11.2016
  • For single Family Home Loan acquisition is responsible for operational support functions related to Delivery and Funding of loans.
  • Involved in team that was responsible for business ownership of selling system and related supporting applications, including production support, coordination, testing, and initiation of system change risks and control, baseline activities required to purchase loans, and support of major projects and initiatives.
  • Created data models to support decision-making processes.
  • Interacted with internal customers to understand business needs and translate into requirements and project scope.

Education

Masters - Engineering Management

St. Cloud State University
St. Cloud, Minnesota

Bachelors - Mechanical Engineering

JK Lakshmipat University
Jaipur, Rajasthan

Skills

  • Market Research
  • Requirements Gathering
  • Operations Analysis
  • Strategic Planning
  • Data Analysis
  • Business Process Improvement
  • Process Optimization
  • Product Delivery
  • Design Thinking
  • Product Life Cycle
  • Figma
  • User Acceptance Testing
  • A/B Testing
  • SQL

Timeline

Associate Product Manager/Sr. Business Analyst

Morgan Stanley
06.2022 - Current

Sr. Business Analyst

RBC Wealth Management
08.2020 - 06.2022

Project Manager/Sr. Business Analyst

Thrivent Financials
07.2019 - 02.2020

Project Manager/Business Analyst

Ameriprise Financials
10.2018 - 05.2019

Business Analyst

State of Minnesota
01.2017 - 09.2018

Business Analyst

Freddie Mac
07.2015 - 11.2016

Bachelors - Mechanical Engineering

JK Lakshmipat University

Masters - Engineering Management

St. Cloud State University

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Harsh Chauhan