Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Karishma Ganatra

Karishma Ganatra

United Kingdom

Summary

Vision-driven Assistant Vice President with 15+ years in Investment Banking, focusing on post-trade operations and regulatory reporting. Proven ability to manage cross-functional initiatives and implement automation solutions enabling operational efficiency. Expertise in stakeholder engagement, project planning, leveraging data analytics for informed decision-making. Recognized for building high-performing teams and driving continuous improvements across organizations.

Overview

16
16
years of professional experience

Work History

Assistant Vice President – Data Analytics

Barclays Bank
06.2022 - Current
  • Led regulatory change projects to ensure compliance with global trade reporting standards.
  • Automated ETL workflows using Alteryx, reducing manual processing time significantly.
  • Developed Tableau dashboards for tracking KPIs across Regulatory Reporting and Collateral Management.
  • Designed and deployed dashboards to monitor Cost of Income, enhancing invoice tracking and client contributions.
  • Delivered insights on performance and volatility for Collateral Management used in client discussions.
  • Monitored trade reporting completeness, accuracy, and timeliness across CFTC, EMIR, MiFID, and SEC regulations.
  • Collaborated with global teams to define KPIs and deliver actionable insights efficiently.
  • Enhanced data quality through implementation of validation rules and cleansing techniques.

Assistant Manager – Data Analytics

Barclays Bank
12.2018 - 05.2022
  • Conducted in-depth data analysis to uncover operational trends and performance patterns.
  • Leveraged Alteryx to manipulate and analyse large datasets, enabling efficient data processing and reporting.
  • Developed management information (MI) reports to deliver actionable insights for senior stakeholders.
  • Demonstrated a strong track record in automating repetitive operational reports using Alteryx, driving cross-functional process efficiencies.
  • Played a key role in driving readiness run-book for the industry-wide migration from DTCC to the TradeServ platform for OTC Credit trade confirmations.

Assistant Manager – Middle Office Operations

Barclays Bank
07.2013 - 11.2018
  • Supervisory oversight of end-to-end validation and reconciliation of OTC trades with clients, exchanges, and clearing houses.
  • Ensured timely and accurate completion of regulatory reports, including EMIR, SFTR, and Key Risk Indicators (KRIs).
  • Key liaison across global teams to coordinate issue resolution and process alignment.
  • Responsible for Structured Rates Trading desks – deal review, ensuring trade integrity, and compliance.
  • Managed complex reconciliations, including Front Office vs. Back office trade bookings, Broker confirmations vs. Internal risk systems, MarkitWire vs. internal systems, Position reconciliations for bonds and futures.
  • Performed cash flow validations to ensure alignment of payoffs across risk and settlement systems, enabling timely payment releases.
  • Played an active role in internal and external audits, contributing to the rationalization of reconciliation logic and documentation.

Operations Analyst

JP Morgan
05.2011 - 09.2012
  • Drafted trade confirmations for new transactions involving Vanilla and Structured Rates products.
  • Managed the timely documentation of trade lifecycle events, including executions, amendments, and novations, ensuring alignment with trade bookings.
  • Collaborated with Middle Office, Front Office, Trading, and Operations teams to streamline processes and eliminate inefficiencies.
  • Effectively handled exception queues in compliance with internal SLAs and external regulatory standards, including ISDA and FED guidelines.

Analyst – Derivatives Operations

Royal Bank of Scotland
12.2009 - 05.2011
  • Managed the end-to-end EMEA confirmations process for OTC Derivatives.
  • Affirmed contracts in line with ISDA definitions, ensuring legal and operational accuracy.
  • Validated trade economics against counterparty confirmations and coordinated with internal and external stakeholders to resolve discrepancies.
  • Ensured timely execution of all trades by proactively addressing and resolving queries.
  • Successfully migrated multiple trade support processes across regions, improving efficiency and control.
  • Certified Six Sigma White Belt; submitted 5+ process improvement ideas with measurable impact.
  • Recognized for proactive risk management and timely escalation of trade discrepancies.

Education

Bachelor of Commerce -

University of Mumbai

Skills

  • Project and change management
  • Regulatory reporting (CFTC, EMIR, MiFID, SEC)
  • Data analytics and visualization (Alteryx, Tableau)
  • Stakeholder engagement and communication
  • Process automation and optimization
  • Trade lifecycle management
  • Team leadership
  • Cross-functional and stakeholder collaboration

Accomplishments

  • Successfully migrated multiple trade support processes across regions, improving efficiency and control.
  • Certified Six Sigma White Belt; submitted 5+ process improvement ideas with measurable impact.
  • Recognized for proactive risk management and timely escalation of trade discrepancies.

Timeline

Assistant Vice President – Data Analytics

Barclays Bank
06.2022 - Current

Assistant Manager – Data Analytics

Barclays Bank
12.2018 - 05.2022

Assistant Manager – Middle Office Operations

Barclays Bank
07.2013 - 11.2018

Operations Analyst

JP Morgan
05.2011 - 09.2012

Analyst – Derivatives Operations

Royal Bank of Scotland
12.2009 - 05.2011

Bachelor of Commerce -

University of Mumbai
Karishma Ganatra