Summary
Overview
Work History
Education
Skills
Disclaimer
Affiliations
Timeline
POOJA SHARMA

POOJA SHARMA

Fort Lauderdale

Summary

Dynamic team leader with a proven track record at Northern Trust, excelling in process optimization and risk assessment. Adept at enhancing productivity through effective client relationship management and performance metrics. Skilled in data analysis and operational decision-making, driving significant improvements in SLA compliance and team performance.

Overview

7
7
years of professional experience

Work History

Team leader

Northern Trust
07.2007 - 01.2012
  • Company Overview: Custodian banking operations
  • Ensured to take appropriate decisions on operational issues in absence of Client’s Manager which would help in increase productivity and Quality.
  • To review/revise process documentation, BRSD documentation, SLA documents with Client on a quarterly basis and ensure procedure sign-offs from client.
  • To arrange for weekly meeting with business units Managers, Project Manager’s to discuss operational issues.
  • To publish and share Metrics-weekly Minutes of Meeting, SLA compliance, BCP Status, Dashboard reports with management.
  • To prepare performance matrix to track the performance of the team.
  • To conduct monthly One-on-One discussions with team to discuss on performance.
  • To publish Key Performance Indicators, Quality, Productivity dashboards of individual team members and are shared with management.
  • Responsible for conducting appraisal process, allocating compensation budget for each team members against the individual job objectives.
  • To prepare internal Job Objectives for each team member’s and ensure team meets the defined objectives.
  • To ensure Cross-training are in place within the team and reduce dependency of Ops staff.
  • Engagement in career planning of staff and creating development opportunities with Executive Management and Human Resources Manager.
  • Completed process optimization study and came out with FTE analysis results.
  • Completed Risk analysis for the different team under the division.
  • Completed internal audit study for the different group.
  • Completed inter teams cross training model.
  • Custodian banking operations

Senior Analyst

Goldman Sachs
08.2006
  • Company Overview: Investment banking operations
  • Worked as Senior Analyst in Commodities Derivatives Domain from 14TH August 2006.
  • Went to London office to Migrate Commodity Operations and applications.
  • Trained for various type of calculations related to interest on collateral.
  • Working for Middle office and Client Services Team. Supporting London, Singapore, Tokyo and New York offices for their Commodities trading Documents man and settlements function.
  • Have undergone processing in chasing for Commodities derivatives confirmations (Metals, Energy, Oil) and documents, Swaps, Pricing of commodities using various publications, Discrepancy handling, and Market Risk Management along with Reuters checking for confirmations.
  • Investment banking operations

Analyst

HCL capital market services(Deutsche Bank Ops)
05.2005
  • Company Overview: Investment banking operations
  • Main Objective of the chaser is to legally execute the trades and to find out the discrepancies between the two Derivatives confirmations as per the standard ISDA definitions and escalating these discrepancies either to DB Middle Office or Trader or the counter party (BOFA).
  • Use of the tools like GOLD (Global Online Documentation), Summit, Markit.com, DB mole, Tsar, Bloomberg etc and Handled lock-in calls.
  • Escalation of Next Action Reports to the Project Manager (U.S.).
  • Presentation of Weekly Performance reports to the Relationship Manager.
  • Certified in ISDA training and got Training for all types of Derivatives.
  • Have undergone processing in chasing for derivatives confirmations and documents, Swaps, Discrepancy handling, and Market Risk Management along with Reuters checking for confirmations.
  • Have worked with Middle Office for better understanding of markets and related processes.
  • Have worked on various Deutsche Bank applications for different product areas like Derivatives query systems, DB Internet, FXPCA, Reuters and DB Trade Tracker etc.
  • Investment banking operations

Education

MBA - International Business

Wigan & Leigh College, UK
06-2006

Bachelor of Commerce - Commerce

Delhi University
06-2004

Skills

  • Process documentation
  • Risk assessment
  • Performance metrics
  • Operational decision-making
  • Client relationship management
  • Data analysis
  • SLA compliance
  • Client documentation
  • Risk analysis
  • Process optimization
  • Project management
  • Data management
  • Data reconciliation
  • Derivative confirmations
  • Alternative investments
  • Hedge fund management
  • Wealth management
  • Financial analysis
  • Asset management
  • Capital markets
  • Commodity management
  • Foreign exchange management
  • Settlement processing

Disclaimer

I hereby declare that all the information given above is true, complete and correct to the best of my knowledge.

Affiliations

  • Holds certification in science exhibitions,geography projects,impromptu speech,sports,singing,general knowledge testing,scouting programs.

Timeline

Team leader - Northern Trust
07.2007 - 01.2012
Senior Analyst - Goldman Sachs
08.2006
Analyst - HCL capital market services(Deutsche Bank Ops)
05.2005
Wigan & Leigh College - MBA, International Business
Delhi University - Bachelor of Commerce, Commerce

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