Bobby Kalra Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Oversaw $6 million in annual spend within the investments group; directed & managed cross-functional resources across international divisions and hired/trained resources with focus on diversity & inclusion. Partnered with senior stakeholders on budget approvals, roadmap scope, oversaw deliverables, and proactively mitigated risks. My direct team also owned 10 applications across technology stacks with focus on agile advancement, and DevOps transformation. As a SME, advised associate technology organizations as well business partners from front office to operations.

New York, Ny, Us

Managed Vice President level technology leads across projects and applications globally. Oversaw team on technology support including test case automation, authentication layers, software scanning, agile transition, etc. - Led senior team on SEC regulatory project impacting positions held & all client accounts. Enhanced numerous applications across technology teams and delivered ahead of schedule/within budget. - Launched with a scrum team a Global tool that consolidated across numerous applications and introduced market data feed. - Implemented logic to synchronize certain trading data points globally which compiled with regulation and provided visibility to the business. - Subject Matter Expert for Mutual Funds for various business & technology groups to support portfolio management, order management and risk. Maintained responsibilities as product owner for Brokerage Trading while on another team.

New York, Ny, Us

- Migrated and re-designed legacy Mutual Fund Brokerage & Custody Trading tool, pre-trade validations, order management, and reports to new platform for U.S. Private Bank. Worked with front-office to resolve pain-points and encourage beta testing- Designed & Implemented end to end process to automate unwinding of a derivative product that was processed manually. This reduced operational errors by 35% and provided front office with more visibility on trade flow. - Project Lead for launch of document repository and client document application for Mutual Funds within International Private Bank. This reduced the time, to market and offer funds to clients

New York, Ny, Us

Global Investments Group- Created and developed a Quality Assurance workstream. Launched a 7-person offshore team, organized testing through software, and setup metrics for a Wealth Portfolio Management & Order Management system. - Synched processes & data used for client account contracts & relationship management as part of discretionary trading & portfolio management. Reducing account contract creation time by 30%. - Worked with team to review, adapt and test over 200 Pre-Trade rules across Investments space.

New York, Ny, Us

- Data mapping, requirements analysis, testing and go live support for fee system consolidations - Identified & resolved over 15 processing gaps between legacy systems- Improved delivery time for client profit system by 25%

Bala Cynwyd, Pennsylvania, Us

- Supported systems in fast-paced, time critical environments at stock exchanges (NYSE/AMEX) and trading floors.- Integrated & supported software for Equities/ETFs/Options trade routing, market dissemination and real-time data.- Supported office site move, setup trading floor, conducted network and architecture testing.

Mba, Financial Markets & Instruments

Bachelor Of Science (B.S.), Computer Science