Vijaykumar Kanani

• Spearheaded the implementation of Phoenix Project - Citi Wealth - Global Investment Banking platform, engaged since RFP (Vendor selection) to rollout for Citi Investment Management (CIM) NAM & EMEA region [Tailored / Managed Investment portfolio for Citi Private Bank's HNI customers]
• Led the Business Analysis, Quality Assurance and Offshore Development Team for initial multi-million$ Charles River IMS Implementation Project, created BRD, FRD, Testing Documentation.
• Configured Charles River IMS as per CRD Recommendations
• Defined customized workflows for Mutual Fund, Hedge Fund, Sleeve Transfer, Cash Injection
• Led the upgrade of Charles River IMS from version 9.7 to 18R1 to 21R2, ensuring smooth transition and improved system performance
• Managed the integration of CRIMS with Market Data providers Bloomberg, FactSet, YieldBook, BondEdge, Perform
• Trading Venues such as FXAll, TradeWeb, MarketAxcess, Bloomberg VCON and SS&C [IBOR - Advent Geneva, Trade Matching CTM/OMGEO - DTCC, Position Recon, Pricing, Confirmation/Settlement], CRD FIX for NAM & EMEA regions, enhancing trade workflow efficiency
• Implemented CRIMS MIFID Module for Regulatory Reporting
• FINMA Reporting
• Implemented CRIMS data archival process for optimizing Charles River IMS performance
• Implemented CRIMS Workflow Rules, Import/Export Feed configuration, Trade Export, MIFID
• Led customization for mutual fund trade workflow to reflect NAV as execution price
• Led customization of Security & Cash Position/Tax Lot transfer across Portfolio sleeves

• Spearheaded the development of Project PTC, integrating Pre-Trade Compliance Rule Engine with global Trading systems like ROMEO and TAOS
• Collaborated with offshore team to build PTC, an in-house application using 'Drools' open-source rule engine
• Managed Fiduciary Oversight Group for Post-trade Compliance Charles River IMS implementation (Portfolio - Batch compliance for various business globally, comprising almost 10 different batches running overnight)

• Company Overview: Citi Private Bank Technology-Alternative Investments
• I spearheaded the implementation of the CPB WebQQ Application in Citi Private Bank as part of demerger of Smith Barney
• Application qualifies the customers for appropriate HedgeFund products, share marketing and offer material and enabled seamless trade booking in GDR (GAMS) and shadow booking in EBS

• Client Reporting Technologies - Business Analyst - Advice Generation System for LATAM business
• Gathered requirements and sign off of all stakeholders for Client advises for all Banking, Investment and Capital Market transactions done for Citi Private Bank customers.

• Managed T&M project for State Street Securities Finance, increasing revenue from .7mn/year to 2.2mn/year during the economic downturn of 2008-09
• Led resource count growth from 15 to 45, taking complete ownership of project management and quality assurance
• Successfully secured 4 additional projects despite competition, showcasing excellent performance and client satisfaction. SS & Oracle continued those over a decade and half.

• Project Overview: Wall Street System (WSS) - QA
• Wall Street System Application UAT - Back Office Trading Functions and Accounting of Foreign Exchange & Derivatives (IRS, Currency Forwards, Currency Swaps & Currency Options)
• WSS QA Regression Testing Automation using QTP- Managed the project from POC to Completion with Client Manager's appreciation
• Wall Street System (WSS QA) FX Connect Interfacing of Wall Street System

• Project Overview: CBII - Business Testing
• Fund Transfer Application UAT - SWIFT Messages Testing

• Headed end to end implementation of Investment Management Product 'Kastle' for UBI Treasury
• RFP Response - Product Demo - Current System Study - Gap Analysis - Customization - Implementation
• Led a team of 14 resources to implement Trading System for Securities - Equity, Fixed Income & Money Market, ensuring seamless integration of the 'Kastle' product at Union Bank of India
• Oversaw project milestones, achieving successful implementation resulting in enhanced operational efficiency and streamlined trading processes

• Headed end to end responsibilities for Kastle version upgrade
• Led the design, upgrade scope and implementation of version 3.6 upgrade for Kastle product, ensuring seamless rollout of the upgrade across global clients
• Developed and tested new features to enhance user experience and increase product efficiency
• Successfully managed the upgrade project timeline, meeting all deadlines and exceeding client expectations

• Implemented Kastle Securities, Money Market module for various prestigious clients including Nepal Bank Limited (Kathmandu, Nepal) and Deutsche Bank (Mumbai), National Housing Bank (New Delhi) and EXIM Bank
• Led offshore development projects for Ceylinco Life Insurance and resolved critical prod issues for ICICI Securities Ltd
• Collaborated with cross-functional teams to ensure seamless integration and user training

Clients: Leading Indian Banks/FIs/Corporate Treasury: HLL | Citi | IDBI | HDFC | KOTAK | BOR | BOM | BoBK | GSTC | Corp Bank Securities etc

• Led from front ITMS Production Support 24x7 for critical treasury function
• Techno-Functional Support requiring Trading (Front Office, Mid-Office, BackOffice, Accounting), Interfacing with Market Data Providers, Core Banking Solution such as FlexCube, Finacle or OFSSA
• BASEL related reporting, Capital Adequacy, Transfer Pricing reports, Reserve Bank of India Reporting
• Trained Prod support engineers for Accounting / GL of Treasury Transactions
• ITMS is backend/Oracle database driven application consisting of ~2500 database objects, Front-end Power Builder
• I had excellent knowledge of each objects, functionalities, Accounting and Mid-office Internal-Deals to transfer the risk (limits) / exposures across dealer, branch, counterparty, currency

• Led the implementation and production support of ITMS at UTI (Unit Trust of India) Bank and Global Trust Bank, ensuring compliance with RBI guidelines and seamless operations of Front Office, Mid-Office, Back-office and Accounting (Investment Book of Record)
• Gathered requirements, Customized application, conducted UAT, Implemented/upgraded ITMS modules for Trading Equity, Fixed Income, and Foreign Exchange.
• Interfaced with various applications like Kondor+, Finacle/B2K, and OFSSA for enhanced functionality
• Performed DBA tasks including installation, performance tuning, and database testing for optimal system performance

• Implemented ITMS "Rates" Module Analytics, What-if scenarios, Value at Risk (VAR)
• Provided Production Support and assisted onsite team

• Reports development for CanBank Mutual Fund in our Mutual Fund House application/product 'FundManager' & 'FundServ'
• Provided Production Support & Reconciled Accounts

• Company Overview: State Bank of India - Securities Services Branch
• Customized Corporate Action module using Oracle 7 and Forms 3 of Custodial Service System (CSS)
• Ensured CSS system is Y2K compliant for seamless operations
• Modified transactions and reports for efficient delivery and settlement