Jigar Patel

Key Achievements & Responsibilities:

• Expanded leadership responsibilities over 2 years, now recognized as a key contributor to client onboarding and innovative initiatives, creating high-margin revenue streams.
• Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
• Delivered technical expertise in client processing, resolving complex client issues and supporting post-sales activities, new product launches, and operational troubleshooting.
• Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
• Led finance-process automation projects, conducting in-depth analysis, generating reports, and providing direct client testing, training, and support.
• Optimized broker-dealer system functions through critical thinking and collaboration with stakeholders, refining system requirements to meet evolving needs.
• Contributed to digital transformation by assisting in product development and system testing, ensuring efficient processing of high-value transactions and robust risk management.

• Served as a liaison between employees and upper management, addressing concerns promptly to maintain a positive work environment.
• Evaluated current operational practices and suggested improvement strategies.
• Liaised with clients, investors, and BNY employees to clear accounts.
• Perform daily and weekly electronic reconciliation of systems to custodial records
• Provide client research and complete administrative tasks in a timely manner to reduce clearing and settlement risk
• Identify workflow/system improvements and work with supervisor and operations team to enact change

• Assisted in identifying areas of improvement by reviewing financial statements and operational procedures.
• Maintained strict confidentiality while handling sensitive client data during the course of audit engagements.
• Leveraged excellent analytical skills to identify anomalies or inconsistencies within financial records during audits investigations.
• Evaluated the effectiveness of IT system controls as part of integrated audits, ensuring the integrity and security of sensitive financial data.