Kalpesh Mistry Email & Phone Number

Rickmansworth, Gb

London, England, United Kingdom

Evolution of operational services to accommodate the growing demand for reference data within Coremont's technology and investment management infrastructure, which caters to renowned hedge funds and asset managers worldwide.

London, England, United Kingdom

External Data Domain Product Crew LeadCreated a Service Development practice to deliver better suited data products for clients to C level using digital / cloud transformation strategy. Defined, target state vision for a business strategy to enable a digital people, process and technology transformation steered by consumer, client and stakeholder feedback, led product development function with Product Owners spanning Financial Instrument, Legal Entity and Taxonomy data.

London, England, United Kingdom

Market Data Portfolio ManagementFull third party contract lifecycle management of a $30 million portfolio, regular governance and partnerships established through management of contract with account execs in all the prominent data vendors in the reference data space; Bloomberg,LSEG/Refinitive, SIX, Interactive Data, Moodys, S&P/Markit.

London, Greater London, United Kingdom

Instrument & Price Service Manager - OperationsOversight and delivery of run services covering instrument, price and Legal Entity data across the Global Wealth and Investment Banking business with over 150 people located globally, on site and in offshore vendor offices; adherence to key performance controls / KPIs, ensuring conformance to data management policy, drove 5-10% y-o-y efficiency of $20 budget, managing operational risk events, reg reporting commitments and stakeholders to C… Show more Instrument & Price Service Manager - OperationsOversight and delivery of run services covering instrument, price and Legal Entity data across the Global Wealth and Investment Banking business with over 150 people located globally, on site and in offshore vendor offices; adherence to key performance controls / KPIs, ensuring conformance to data management policy, drove 5-10% y-o-y efficiency of $20 budget, managing operational risk events, reg reporting commitments and stakeholders to C level. Led procurement process for $100m Ops/tech outsource deal, assessing build v buy through RFI/RFP and final selection/recommendation to senior sponsors. Show less

London, England, United Kingdom

Business Development HeadLed business development, sales and marketing initiatives whilst managing UBS as a client. Developed $40m pipeline to develop an instrument data utility model, secured 3 prospects each with total contract values in the range $20-$60million. Involved strategic selling within Tier 1, Tier 2 banks and Asset managers . Grew existing account with UBS by $5m.

London, United Kingdom

Instrument Data Transformation LeadDefined vision and target operating model for a utility service that would also transform 11 legacy instrument / price investment bank platforms acquired by Capgemini from UBS as part of an asset purchase agreement. Tech transformation was driven with a third party and their hosted EDM platform; Markit EDM.The role spanned Technology and Operations, reconstructed business logic, rationalised business processes and included migration to a new… Show more Instrument Data Transformation LeadDefined vision and target operating model for a utility service that would also transform 11 legacy instrument / price investment bank platforms acquired by Capgemini from UBS as part of an asset purchase agreement. Tech transformation was driven with a third party and their hosted EDM platform; Markit EDM.The role spanned Technology and Operations, reconstructed business logic, rationalised business processes and included migration to a new operating model for a hosted instrument service supporting 14m+ fixed income and equities securities. Led full SDLC development, and data migration strategy including QA approach /execution, reconciliation, migration and implementation planning.Led governance and reporting to senior execs both to the client (UBS) and within the Capgemini practice, covering status, strategies to meet aggressive deadlines and maintain client confidence. Show less

London, England, United Kingdom

Instrument Data IT Global Service HeadGlobal Instrument Data technology lead across Investment Bank & Wealth Management business units of UBS lines. Covering full SDLC lifecycle management of business change across a portfolio of mastering and distribution technology platforms, managed parallel delivery streams with 150+ resources, located onsite, offshore in both client and vendor premises, delivered business change to supporting functions across the full trade lifecycle and to ensure… Show more Instrument Data IT Global Service HeadGlobal Instrument Data technology lead across Investment Bank & Wealth Management business units of UBS lines. Covering full SDLC lifecycle management of business change across a portfolio of mastering and distribution technology platforms, managed parallel delivery streams with 150+ resources, located onsite, offshore in both client and vendor premises, delivered business change to supporting functions across the full trade lifecycle and to ensure regulatory compliance.Successfully established post transition service governance, with transparent service levels to measure service quality and status to acceptable levels within three months, responsible for an IT change portfolio of CHF 15m across multiple geographies, delivering Run the Bank and Change the Bank services to over 200 downstream consumers Show less

London, England, United Kingdom

Responsible for global equity instrument reference data technology delivery, spanning cash, derivatives and pricing data.Lead the initiative from the firm to move all instrument and price data run / change platforms and services across the investment bank and Wealth business units to a fully managed IT / Operation (inc ITO/BPO) service. The deal was the first of its kind in industry and is a partnership with the supplier to develop an industry utility that can provide the same service… Show more Responsible for global equity instrument reference data technology delivery, spanning cash, derivatives and pricing data.Lead the initiative from the firm to move all instrument and price data run / change platforms and services across the investment bank and Wealth business units to a fully managed IT / Operation (inc ITO/BPO) service. The deal was the first of its kind in industry and is a partnership with the supplier to develop an industry utility that can provide the same service to other buy and sell side organisations. Show less

India

Relocated to Bangalore and represented UBS interest to develop culture and mindset to enhance effectiveness of third party offshore delivery teams across all instrument platforms, delivery manager for cross product instrument platform. Also responsible for delivering digital initiatives to automate workflow capability across all instrument platforms. Role involved regional responsibility for instrument delivery capability in the Asia Pacific Region. Defined instrument reference data… Show more Relocated to Bangalore and represented UBS interest to develop culture and mindset to enhance effectiveness of third party offshore delivery teams across all instrument platforms, delivery manager for cross product instrument platform. Also responsible for delivering digital initiatives to automate workflow capability across all instrument platforms. Role involved regional responsibility for instrument delivery capability in the Asia Pacific Region. Defined instrument reference data strategy in the region in secured sponsorship from senior Equities and Operations stakeholder in Japan, Hong Kong and Singapore for funding to improve data quality to increase to revenues. Show less

London, England, United Kingdom

Delivery lead managing mixed perm and offshore devleopment teams responsible for Mastering and distribution of Cash Equities instrument reference data throughout the Investment Bank.

London, England, United Kingdom

Managed maintenence and innovation delivery streams on the Investment Bank's consolidated Equities and Fixed Income instrument reference data master.

London, England, United Kingdom

Managed and implemented a number of projects to upgrade infrastructure, implement Equities instrument data Reuters feed enhancements and ran the change the bank maintenance stream for the banks instrument reference data master.

London, England, United Kingdom

Fixed Income instrument data specialist during build of the Banks Instrument Reference data master. Defined the core business logic to process Bloomberg feeds for debt products and built a number of the batch processes to maintain coupons, redemonations and maturity status. Was also the test lead when the application was extended to Equities products.

London

Front line support for a proprietary trade and position keeping system for the Equities business. Managed a team of 5 based in Switzerland and London.

London, England, United Kingdom

Analyst/Developer reponsible for development on projects delivering functionality for applications in the private insurance market.