Rishabh M. Email & Phone Number

Toronto, On, Ca

Canada

Toronto, Ontario, Canada

•Business Alignment: Worked closely with CMG management and supporting teams, providing input on initiatives impacting reference data applications and expanding reference data consumption by downstream users, aligning processes with evolving business, risk, and regulatory requirements, resulting in a 20% improvement in process alignment.•Data Remediation & Innovation: Supported the delivery of data remediation activities, finding innovative ways to remediate and implement stronger data quality controls, improving data accuracy by 30% and reducing errors by 25%.•Data Quality Reporting: Developed and oversaw data quality reporting, ensuring senior management was informed of 15 critical data quality issues and operational risks that impacted 40% of downstream processes, enabling swift mitigation efforts.•Process Efficiency: Strived to proactively seek out and implement process efficiencies, reducing operational time by 25% and optimizing resource utilization, saving 15% in resource costs.•Data Integration: Linked multiple functions and processes to a common source of data, reducing operational costs by 20% and eliminating 30% of data silos through a single integrated reference point for trade processing and reporting.

Toronto, Canada Area

•Team Leadership: Managed the Account Management NY team, comprised of specialized staff who manage critical data across CMG systems, facilitating trading and settlement within Capital Markets platforms, contributing to a 20% improvement in operational efficiency. Recognized with a Performance Award for exceptional team leadership.•Data Remediation & Innovation: Supported the delivery of data remediation activities and implemented stronger data quality controls, improving data integrity by 30% and reducing errors by 25%.•Regulatory Compliance (KYC): Assisted KYC initiatives to review and close all non-compliant clients (trading, non-trading) across multiple systems, ensuring 100% compliance with regulatory standards.•Coaching & Development: Provided regular coaching and mentorship, leading to a 25% improvement in team performance and professional development, enhancing team learning and growth. Awarded a Quarterly Award for fostering team development.•Process Optimization: Optimized processes to reduce cycle time by 20% and manual effort by 30%, improving end-user experience and achieving 15% in cost savings. Received a Convention Award for implementing impactful process optimizations.•Data Integration: Linked multiple functions and processes to a common source of data, reducing operational costs by 20% through a single integrated reference point for trade processing and reporting. Recognized with a Quarterly Award for enhancing data integration and reducing costs.•Data Quality Reporting: Developed and managed data quality reporting, ensuring senior management was informed of 10 critical data quality issues and operational risks, enabling proactive risk mitigation.•Technical Expertise: Worked extensively with Bloomberg, Broadridge (NINA, ADP US/Canada), GBOI, Global Book, CDR (UAT), HP ALM, and OBIEE, ensuring seamless integration and data management across platforms.

Toronto, Canada Area

•Data Management: Set up and maintained data for fixed income, equity, and equity derivative securities, ensuring 100% data accuracy and currency for critical trading operations, contributing to an increase in operational efficiency by 20%. Awarded a Quarterly RBC IT&S Award for exceptional data management and operational improvements.•Cross-functional Collaboration: Gathered information from various providers (Telekurs, Bloomberg, Financial Times, etc.) to support settlements, accounting, custody, asset management, private banking, and retail, contributing to timely and accurate decision-making across 6 key departments. Recognized with Employee of the Month (January) for excellent cross-functional collaboration and data handling.•Issue Resolution: Escalated issues as they arose and coordinated with supervisors/managers to ensure timely resolution, reducing downtime by 30% and ensuring business continuity for trading and settlement systems. Awarded a Bravo Award for effectively resolving critical issues and minimizing operational impact.

Toronto, Canada Area

•Account Management: Analyzed and managed customer accounts, making prudent financial decisions related to current and past due accounts, reducing delinquency rates by 15% through effective management.•Risk Mitigation: Focused on mitigating risk by negotiating immediate payments on high-risk accounts, recovering 25% of overdue balances and minimizing potential financial losses.•Cross-departmental Support: Assisted service partners in solving problems faced by other departments, contributing to operational efficiency, and improving interdepartmental collaboration, reducing issue resolution time by 20%.•Customer Service Excellence: Delivered high-quality customer service, maintaining a 95% satisfaction rating by addressing customer needs and providing timely resolutions.•Service Improvement: Identified service gaps and reported critical issues to management, enabling prompt resolution and improving overall service delivery by 30%.

Toronto, Canada Area

•Exhibited responsibility in maintaining the consultant’s central database system•Pre screened resumes to ensure hiring of the right consultants for various positions•Liaised between consultants and companies for follow up interviews•Processed information received from all the recruiters of the company, consolidated the information received into weekly reports for management review•Assisted in preparing vouchers and handled book keeping

Toronto, Canada Area

•Conducted independent research and analysis on the various industries, and presented the findings to the manager•Assisted students using Bloomberg and Thomson Reuters platforms, and used advanced excel functions for financial analysis•Maintained daily operations and assisted in seminar management at the Li Koon Chun Finance Learning Centre to ensure smooth functioning

Mba

Bachelor Of Commerce - Bcom, Specialization In Finance With A Major In Economics, 3.56/4