Jaganmohan Chengalvarayan

Functional Solution architect for Fenergo Implementation across various streams in CLM Implementation

• Proposing configuring or customising fenergo solution to meet the business requirements provided by business analysts and product owners.
• Providing walkthroughs in design forum for proposed customisation solutions and getting approvals.
• Enhancing MVP solution of product Onboarding to strategic state without any impact to trade systems.
• Providing operational efficiencies in workflow to optimise the Turn around time.

• Provide business requirements in the form of User stories across various capabilities like lifecycle orchestration, Regulatory and Tax requirements and entity management etc.
• Provide Integration requirements and specifications across various downstream and upstream systems like TP systems, Reporting & MIS systems, Tax Data mart, Risk Management systems etc.
• Responsible for Data migration activities including Migration strategy, Migration design, Source to target mapping specification document for development, testing and execution of test cases
• Impact and gap analysis of functional attributes that are In-scope for migration between legacy and target systems
• Creation and maintaining source to target mapping document, UI Mapping document taking in consideration of the source system functionalities
• Creation of target-based validations and reviewing with the business owners to ensure the quality of data migrated adheres to the functionality of the target system
• Worked closely with Fenergo PCs and Fenergo developers on the migration build for all migration services

Lead Product Consultant for Client Lifecycle Management Re-engineering (Fenergo Product) implementation for a Large Swiss Bank across various jurisdictions and Products.

• Understand the As-Is Client – On- Boarding and Amend process flows in legacy systems in the bank and propose an optimal approach to align with Fenergo application.
• Prepare the prepare L1 and L2 Process flows for the workflows in Fenergo applications and capture changes required to meet the banks needs to align with their existing process flows.
• Drive and Manage the Analysis and Design workshops and produce artefacts and take it to Sign-off for requirements and process flows.
• Providing innovative client centric solutions to align with Client Life cycle Management and to align with AML, KYC and Client Risk score and Regulations (MiFID II, Tax – FATCA/AEI etc.)
• Elucidate the implementation approach to different business users and teams (KYCD, AML, FCC, Regulatory, Risk and compliance ) and get a formal sign off .
• Define the service Request and Response attributes for various systems in banks infrastructure like AURA, Risk Systems etc.
• Participate in product roadmap sessions to identify and support prioritization and delivery of regulatory requirements.
• Prepare and deliver training sessions to the client business teams and internal development teams.

Manager for a 14-member team for implementing MiFID-II compliance in Order Trade Management system with ten members and two two-member team for delivering Performance testing tool and MiFID Trade Reporting engine.

• Delivery lead (ITPL) for MiFID – II Regulatory Requirements
• Road Map finalization and Product Backlog prioritization and make sure deliverables are made on time to support regulatory needs.
• Conduct requirements gathering sessions with business users and getting sign- off in Jira and prioritize for development.
• Conduct scrum ceremonies and to make sure Product owners are in Sync with deliverables and timelines.
• Briefings for the business users on the developments & the incremental functionalities delivered.
• Status updates to Product owner, Onshore & Offshore Management.
• Train the support, cross streams & tech teams on the regulatory changes implemented.

(Portfolio control tool)– In house solution for portfolio reference data management to create, maintain and disseminate portfolio reference data to various downstream systems includes Trading, Risk & Reporting systems.

• Provide requirements and functional specifications for portfolio creation and management.
• Optimized the life cycle of portfolio creation by providing Critical path method SLA requirements.

FATCA SME – TRAC (Product to accelerate FATCA & CRS Compliance)

• Identifying & conceptualizing FATCA & CRS requirements to put into product development
• Analyzing reference (Instrument & Client) data feeds with FATCA requirements for GTM with market vendor
• Prepared FATCA certifications learning in Tech Mahindra Learning portal.

• Migrated 36 exchange primary data to golden copy of the banking system.
• Data mappings across internal systems with data from vendors like Bloomberg, Reuters etc.

Product Development & Management

• SME Lead responsible for product requirement prioritization to ensure coverage across international markets and comply with multiple regulations.
• Prepared conceptual road map of functional enhancements to future product versions.

• Manager for a 14-member team for implementing MiFID-II compliance in Order Trade Management system with ten members and two two-member team for delivering Performance testing tool and MiFID Trade Reporting engine
• Delivery lead (ITPL) for MiFID – II Regulatory Requirements
• Road Map finalization and Product Backlog prioritization and make sure deliverables are made on time to support regulatory needs
• Conduct requirements gathering sessions with business users and getting sign- off in Jira and prioritize for development
• Conduct scrum ceremonies and to make sure Product owners are in Sync with deliverables and timelines
• Briefings for the business users on the developments & the incremental functionalities delivered
• Status updates to Product owner, Onshore & Offshore Management
• Train the support, cross streams & tech teams on the regulatory changes implemented.

• Portfolio control tool)– In house solution for portfolio reference data management to create, maintain and disseminate portfolio reference data to various downstream systems includes Trading, Risk & Reporting systems
• Provide requirements and functional specifications for portfolio creation and management
• Optimized the life cycle of portfolio creation by providing Critical path method SLA requirements.

• SME – TRAC (Product to accelerate FATCA & CRS Compliance)
• Identifying & conceptualizing FATCA & CRS requirements to put into product development
• Analyzing reference (Instrument & Client) data feeds with FATCA requirements for GTM with market vendor
• Prepared FATCA certifications learning in Tech Mahindra Learning portal.

• Migrated 36 exchange primary data to golden copy of the banking system
• Data mappings across internal systems with data from vendors like Bloomberg, Reuters etc.

• Product Development & Management
• SME Lead responsible for product requirement prioritization to ensure coverage across international markets and comply with multiple regulations
• Prepared conceptual road map of functional enhancements to future product versions.