Param Kapoor Email & Phone Number

Livingston, NJ, US

New York, New York, US

San Diego, CA, US

New York, NY, US

Toronto, Ontario, CA

Frankfurt Am Main, Hessen, DE

• Projects:  Volcker reporting  Trader mandate recertification  Trader mandate exceptions Dodd Frank  KYC and ACO  MAD MAR IR
• Work closely with Business and Technology groups to understand the relevant Business processes and root of Business needs/concerns from end to end, to design options for appropriately sized solutions to solve the.
• Liaise throughout the development of solutions with the Technology and Business teams to ensure that the requirements are clearly understood and that the adjustments that inevitably arise at this level of activity are.
• Conduct periodic steering committee meetings with executive and senior management to communicate high-level project status, obtain critical decisions and guidance, and ensure continuous organizational commitment.
• Interpret regulatory regulations and requirements further conducts complex analysis. Drive drafting data requirements document (DRD) by determining what data is required to fulfill the business requirements and.
• Implemented SCRUM across global teams by introducing 2 Week Sprints, holding Daily Stand-up meetings, Sprint Planning Meetings, Sprint Tasking Meetings, Sprint Demo, Sprint Retrospective Meetings

New York, NY, US

• Projects: 871(m) IRS regulation;  Notional principal contracts-upfront payments;  Chapter 3/4/61 withholding;  Cost basis reporting;
• As a project manager, supported the next phase of the Operational Tax Programme’s development and transition to a fully global programme. Mitigated risk factors through careful analysis of financial and statistical.
• Accountable for planning, executing, and delivering all in-scope aspects of each project. Additional duties included status reporting and executive communication, issue/risk escalation and mitigation, and overall.
• Worked closely with the Program sponsor to manage Senior Stakeholder engagement and expectations (typically MD & Dir level business heads). Maintained accurate and up-to-date status reporting practices, providing.

Nanterre, Ile-de-France, FR

• Designed Client reporting: Trading activity, Settled trades, Unsettled trades, Position, Cash details, Cash Balances, Dividend pending, Dividend paid, Profit and Loss, Equity Report, Transaction history, Short Stock.

Paris, FR

• Back office system migration from Phase3 (Sunguard) & Geneva (Advent) to Shadow Financials  Project-managed large-scale initiatives involving the transition of programs to new platform. Achieved seamless migrations.

Paris, FR

• Tax Reporting: 1099 B, 1099 DIV, 1099 INT & 1099 MISC Worked with the tax team and corporate action team to plan project WBS, estimates and coordinate project tasks and timelines. Managed project plan, getting.
• Geneva (Advent) upgrade to 8.5 Worked closely with Advent (Vendor) and Newedge Infrastructure team to upgrade Geneva. Reported status, issues, risks and change requests to relevant stakeholders on a regular basis.
• Trade reconciliation
• Cost Basis for Equity, Equity Options & Fixed income, Bond Premium Amortization for tax reporting
• Implementation of Corporation Action system (Info Mosaic) - Cash Dividend, Merger, Forward stock split, Reverse stock split, Return of Capital, Stock Dividend, Voluntary Action and Tender offers

Paris, FR

• Multiple Projects: Took ownership and responsibility for the success of projects through planning, directing and coordinating activities pertaining to IT application development projects to ensure that goals or.

Jersey City, New Jersey, US

• Regulatory Trade extract report – Trade activity report for FINRA Gathering data requirements and design data model for Regulatory Trade extract report Data mining and data field derivation as per FINRA and.
• Bluesheet report for FINRA – Create Bluesheet report as per new FINRA requirements Gathering data requirements and design data model for Bluesheet report Understood current business processes via interviewing key.
• Data Warehouse Project – on Teradata RFP for data warehouse vendor selection. Lead role in infrastructure/vendor selection and timeline for installations Develop and manage detailed Project plans from vendor.
• Data warehouse for Trade, Account activities and Security Master (Teradata)
• Bluesheet report upgrade for FINRA. Front-end e-analytics application, embedded in NETX360 for report creation

Master Of Business Administration - Mba, Accounting And Finance

Master Of Science - Ms, Computer Systems Networking And Telecommunications