Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Prashant Panjwani

Boston,USA

Summary

Results-oriented professional with extensive experience in leading strategic initiatives within the capital markets and institutional investment management space. Proven expertise in complex business analysis, program management, and agile team leadership, driving successful outcomes through strategic thinking and thought leadership.

Overview

19
19
years of professional experience
1
1
Certification

Work History

VP

Wellington Management
Boston, MA
01.2023 - Current
  • Led program management efforts for strategic derivatives initiatives.
  • Provided high-level analysis inputs, aiding in solution design.
  • Managed agile teams to ensure project completion.
  • Worked with senior stakeholders ensuring effective program oversight.
  • Facilitated senior stakeholder meetings to deliver program updates and address critical risks.
  • Spearheaded strategic planning via creation of multi-year roadmaps.
  • Collaborated with key stakeholders on annual budgeting processes.

ASSOCIATE DIRECTOR, PRODUCT MANAGEMENT

Publicis Sapient
Boston, USA
01.2011 - 12.2022
  • Engaged with a large institutional asset manager, managing over $1 trillion in assets.
  • Spearheaded and supported strategic initiatives in equity trading, fixed income trading, and the OTC derivatives domain, supporting complex, large-scale investment operations.
  • Managed suite of applications supporting OTC Derivatives operations and investment lifecycle.
  • Managed end-to-end project lifecycles, overseeing cross-functional agile teams for seamless execution.
  • Collaborated with key stakeholders to transform high-level requirements into a product vision.
  • Collaborated in business priority discussions with senior business stakeholders to align on backlog priorities.
  • Worked with end users to develop clear functional requirement documents.
  • Designed detailed specifications and data models to support solution implementation.
  • Led and designed detailed functional designs, system workflows, UI prototypes for workflow implementations.
  • Enabled user training and acceptance testing through comprehensive system presentations.
  • Contributed actionable insights during discussions on system architecture design.
  • Created detailed project plans that included tasks, milestones, resources, timelines.
  • Led stakeholder meetings to discuss project progress, risks, and issues.
  • Handled stakeholder negotiations to manage expectations effectively.
  • Led Sapient's cross-functional team of over 20 members, including business analysts, software developers, and QA analysts.
  • Represented annual run rate of $3+ million for client relationship management at Publicis Sapient.

SENIOR CONSULTANT (IntelliMatch)

SunGard Technology (now FIS)
Pune, India
01.2010 - 01.2011
  • Led consultancy efforts for SunGard's IntelliMatch as a Senior Product Consultant, a renowned reconciliation system for listed derivatives trades.

ASSISTANT MANAGER

Viteos Capital Market Services (now Intertrust)
Mumbai, India
01.2008 - 01.2010
  • Company Overview: A hedge fund administration company responsible for end-to-end hedge fund administration activities.
  • Led end-to-end business analysis and project management for portfolio reconciliation and trade processing systems.

SENIOR ANALYST

Lehman Brothers
Mumbai, India
01.2007 - 01.2008
  • Worked as a Senior Analyst in the Prime Services division on the Electronic Trading desk.
  • Collaborated with institutional clients to facilitate on-boarding and integration of Lehman's electronic trading systems.

BUSINESS ANALYST

NSE.iT
Mumbai, India
01.2006 - 01.2007
  • Company Overview: A subsidiary of the National Stock Exchange of India.
  • Worked as a Business Analyst on different projects pertaining to buy-side clients.

Education

MBA - Finance

Institute of Management Studies, DAVV University
INDIA

BACHELOR OF COMMERCE -

MLB College, JIWAJI University
INDIA

Skills

  • Institutional Investment Management
  • OTC Derivatives
  • Equity trading
  • Fixed Income Trading
  • Fund Administration
  • Product Management
  • Program Management
  • Team Leadership
  • Strategic mindset
  • Systems thinking
  • Communication and presentation skills
  • Stakeholder management
  • Business and Data Analysis
  • Change Management (System Rollouts & Business Process Transitions)
  • Strategic Planning and Execution (for multi-year projects)
  • Agile methodologies
  • Capital Markets Subject matter expertise

Certification

  • Chartered Financial Analyst
  • Certificate in ESG Investing

Timeline

VP

Wellington Management
01.2023 - Current

ASSOCIATE DIRECTOR, PRODUCT MANAGEMENT

Publicis Sapient
01.2011 - 12.2022

SENIOR CONSULTANT (IntelliMatch)

SunGard Technology (now FIS)
01.2010 - 01.2011

ASSISTANT MANAGER

Viteos Capital Market Services (now Intertrust)
01.2008 - 01.2010

SENIOR ANALYST

Lehman Brothers
01.2007 - 01.2008

BUSINESS ANALYST

NSE.iT
01.2006 - 01.2007

MBA - Finance

Institute of Management Studies, DAVV University

BACHELOR OF COMMERCE -

MLB College, JIWAJI University
Prashant Panjwani