Hemant Shah
Billerica,USA
Summary
Dynamic Senior Project Manager with extensive experience at Fidelity Information Systems, excelling in risk management and resource allocation. Proven track record in leading complex migrations and enhancing stakeholder engagement, driving successful project outcomes. Adept in Agile methodologies, I consistently deliver on time and within budget, ensuring alignment across cross-functional teams.
Overview
26
26
years of professional experience
Work History
Senior Project Manager – Trust and Custody Migration, Professional Wealth Retirement Services
Fidelity Information Systems (FIS)
11.2021 - Current
- Currently serve as a Senior Project Manager for a multi-year, enterprise trust and custody migration supporting T. Rowe Price, leading delivery across a highly regulated financial services environment.
- The program’s objective is to transition institutional trust, custody, payments, trading, and money-movement operations onto the Reliance Trust Company (RTC) ecosystem while managing complex dependencies across internal platforms, external custodians, banks, and vendors.
- Establish and run program-level governance including milestones, RAG status, dependency tracking, and recovery planning to support executive decisions amid shifting timelines and complex interdependencies.
- Own end-to-end delivery management including integrated project plans, milestone tracking, RAID logs, executive status decks, cross-team dependency coordination, and stakeholder communications.
- Manage file-exchange automation initiatives across structured backlogs, tracking progress from grooming through UAT and deployment.
- Proactively identify and mitigate high-impact risks across vendors, platforms, compliance, and operations, ensuring accountability and escalation.
- Facilitate weekly working sessions by preparing agendas, capturing minutes, and driving follow-up ownership and due dates across stakeholders and SMEs.
- Manage monthly resource allocation and budget forecasting for project deliverables.
Agile Scrum Master, Asset Management Technology
Fidelity Investments
08.2021 - 11.2021
- Served as Scrum Master for retail managed accounts squads within Strategic Advisors Technology.
- Planned, coordinated, and facilitated sprint ceremonies while removing impediments to maintain delivery commitments.
- Provided weekly status updates to senior leadership addressing scope, risks, and delivery progress.
- Maintained Agile metrics and delivery artifacts to support transparency and stakeholder alignment.
- Led capacity planning to optimize resource allocation and delivery throughput.
Project Manager / Scrum Master, Web Marketing Content Management
MathWorks
01.2020 - 07.2021
- Served as Project Manager and Scrum Master for two large Scrum teams supporting enterprise web marketing platforms.
- Applied Scrum and Kanban practices to drive continuous improvement and predictable delivery.
- Owned and reported backlog health, flow metrics, and team performance indicators.
- Resolved impediments and coached teams to meet sprint goals.
- Guided Product Owners and developers on Scrum values and best practices.
- Established standards for Agile maturity and process enhancement.
- Led root-cause analysis and implemented quality solutions.
- Presented project status, risks, and progress at steering committee meetings.
Delivery Project Manager for CAST AIP
State Street Corporation
Quincy, USA
01.2018 - 12.2019
- CAST AIP is a software intelligence solution that provides MRI-type visibility into complex systems and throughout end-to-end transactions.
- It scans the system for overall software health and code quality for security, robustness, efficiency and provides the results and ways to improve the code quality.
- Led a multi-year, multi-million-dollar CAST AIP project with global teams.
- Oversaw budgeting and onshore/offshore resource allocation.
- Developed execution processes and managed all project documentation.
- Identified and resolved risks to meet program goals.
- Managed communications among vendors, business, and technology teams.
- Facilitated stakeholder training on product features and benefits.
Project Manager for iShield
State Street Corporation
Quincy, USA
01.2018 - 12.2019
- IShield is an automated system to address vulnerability and patching mandate.
- Multiple data sources are considered and cross-correlation is being done against the database scans to provide visibility to executive leadership team and members to get their concurrence in exception cases.
- Oversaw the iShield project to deliver actionable insights to IT and business stakeholders.
- Acted as the primary liaison among internal teams, coordinating requirements workshops, development processes, and deployment activities.
- Authored and distributed essential project documentation, including status updates, project plans, resource allocations, and budget forecasts.
- Developed and implemented release strategies to consistently achieve scheduled delivery milestones.
- Facilitated product demonstrations and training sessions to support the user community.
Agile Project Manager
State Street Corporation
Quincy, USA
01.2018 - 12.2019
- Oversaw Kanban delivery for various software initiatives, ensuring effective management of epics, stories, and tasks throughout workflow stages to support transparent reporting and seamless execution.
- Led Agile ceremonies for teams employing the Kanban methodology.
- Established project roadmaps and timelines to provide senior management with clear visibility and facilitate approval processes.
Agile Lead, IBOR
State Street Corporation
Quincy, USA
01.2015 - 12.2018
- Led the Agile team for the Investment Book of Records (IBOR) project, a client-facing service that provides real-time trade and position reporting.
- Collaborated with the IBOR Product Owner to define and manage requirements for data analysis, validation, and investment type mapping across systems to support ESP warehouse reporting.
- Established and executed Agile processes and Scrum ceremonies in alignment with Agile PMO standards.
- Directed testing strategy, analysis, and design; ensured compliance with audit and Agile governance standards through validation of test deliverables using both functional and automated tools.
- Initiated and drove the Quality Engineering Playbook to facilitate audit and regulatory compliance.
- Assisted senior leadership in resource planning and allocation for onshore and offshore teams.
Project Lead/Senior Business Analyst for ETF Global Platform
State Street Corporation
Quincy, USA
01.2010 - 12.2015
- Facilitated global requirements workshops with business stakeholders for the development of a new ETF platform.
- Collaborated with subject matter experts to create comprehensive analysis artifacts, screen designs, and process flows for ETF basket processing.
- Conducted weekly project meetings and managed RAID logs, change requests and stakeholder documentation within SharePoint.
Senior Business Analyst for Transaction Management Systems
State Street Corporation
Quincy, USA
01.2008 - 12.2015
- Oversaw middle- and back-office client requirements at the confluence of business strategy, technology, and solution architecture.
- Reengineered process workflows for the LEAN RPMS redesign initiative, obtaining approvals from both IT and business stakeholders.
- Authored system features and solution designs utilizing LEAN methodologies to address business objectives and comply with regulatory and market requirements.
- Conducted cost-benefit analyses for STP application suites to inform Demand Board budgeting and prioritization efforts.
- Acted as a subject matter expert for IMS business within the Transaction Management application suite.
Project Lead, Product Manager for Trade Entry system, Instruct
State Street Corporation
Quincy, USA
01.2007 - 12.2009
- Oversaw the design and analysis of the transaction entry system (Instruct), a component of straight-through processing (STP) for integrating market transactions into settlement and accounting workflows.
- Directed product discussions for the cash flow module (CFM), including conducting gap analyses to consolidate multiple Lotus Notes databases into a unified web-based platform.
- Conducted requirements workshops for STP system suites and managed integrations with downstream platforms.
- Provided training, mentorship, and supervision to team members within the Transaction Management application suite.
Business Analyst, Implementation Lead for Custody Only products
State Street Corporation
Quincy, USA
01.2000 - 12.2006
- Directed the integration and conversion of Deutsche Bank Custody Only deliverables into State Street, with a primary focus on gap analysis and comprehensive requirements gathering.
- Led requirements sessions and developed sophisticated interaction models and process flows supporting multiple products and operational processes.
- Coordinated project meetings among key stakeholders and prepared detailed project documentation for senior management review.
- Oversaw the migration of more than 800 Custody Net clients from Sybase to Oracle.
Education
Bachelor of Science - Business Administration (Accounting & Economics)
University of Bombay
IndiaSkills
- Project management
- Risk management
- Resource allocation
- Agile methodologies
- Stakeholder engagement
- Budget forecasting
- Cross-functional collaboration
- Process improvement
Personal Information
Title: PMP, PMI-ACP, ICP-ACC
Residential Status
U.S. Citizen
Community Volunteering
Director/Principal and Teacher, Jain Sunday School (JSNE), 2000 – 2019
Timeline
Senior Project Manager – Trust and Custody Migration, Professional Wealth Retirement Services
Fidelity Information Systems (FIS)
11.2021 - Current
Agile Scrum Master, Asset Management Technology
Fidelity Investments
08.2021 - 11.2021
Project Manager / Scrum Master, Web Marketing Content Management
MathWorks
01.2020 - 07.2021
Delivery Project Manager for CAST AIP
State Street Corporation
01.2018 - 12.2019
Project Manager for iShield
State Street Corporation
01.2018 - 12.2019
Agile Project Manager
State Street Corporation
01.2018 - 12.2019
Agile Lead, IBOR
State Street Corporation
01.2015 - 12.2018
Project Lead/Senior Business Analyst for ETF Global Platform
State Street Corporation
01.2010 - 12.2015
Senior Business Analyst for Transaction Management Systems
State Street Corporation
01.2008 - 12.2015
Project Lead, Product Manager for Trade Entry system, Instruct
State Street Corporation
01.2007 - 12.2009
Business Analyst, Implementation Lead for Custody Only products
State Street Corporation
01.2000 - 12.2006
Bachelor of Science - Business Administration (Accounting & Economics)
University of Bombay