>> Product Manager responsible for detailed analysis to replace current managed accounts revenue & expense application with robust and flexible system for a reputed financial services firm;>> Portfolio Manager responsible for managing multiple projects including providing Leadership, Management and Business Analysis for various S&O projects;>> Project Manager / Transformation Manager – New Product Launch / Brokerage Transformation>> Systems Business Analyst – Advisor Technology Projects

 Performed business analysis including gathering and documenting BSDs, FSs for enhancement of client’s corporate action systems. Gathered new requirements for Fidessa trading application from different user groups globally from Boston, London, Toronto and Sydney Offices. Led business analysis and system testing of the Custody Operations for the client’s Securities Lending System, including the software development, testing and roll-out of a back-office transaction messaging application. Created detailed use cases for Fidessa Trading system requirements.  Conducted workshops & UAT sessions of a leading investment firm’s Custodial application and got signoff within the project overall plan which had positive impacts on resource utilization and overall cost benefits. Prepared and circulated periodic status reports to report project status. Created and presented proposals in banking and financial services sector to prospective clients and interaction with them on RFPs and the proposals.

 Diligently oversaw Registrar & Transfer Agents’ (RTA) and Stock Exchanges’ (SEs) systems on periodic basis to ensure compliance with systems. Monitored clearing & settlement of securities for broker dealers. Resolved investor grievances pertaining to Depository operations including grievances raised against Business Partners.

o Led branch’s retail banking operations including teller activities; replenish ATM money and customer service; middle office operations including account opening; set up of checking, savings, fixed deposit accounts and handle clearing of checks with clearing authorityo Handled Demat operations o Handled FX transactions