Saumil Kapadia Email & Phone Number

New York, NY, US

New York, United States

New York City Metropolitan Area

New York, New York, United States

• Nominated product and strategy lead across equity & debt capital markets to transform the technology stack and remediate issues and concerns.
• Setup a Primary Markets Platform alongside development to streamline & consolidate applications and deliver value added strategic initiatives (Direct Books, IPO Franchise) around revenue growing business priorities.
• Exceptional ability to seek information, solve conceptual problems, corral resources and manage the operational cadence & rhythm… Show more
• Exceptional ability to seek information, solve conceptual problems, corral resources and manage the operational cadence & rhythm of the business enabling cross functional teams to execute with speed and efficiency and.
• Responsible for driving and orchestrating the overall quarterly and annual strategic planning process for Developer Platform Team, including product roadmaps, goal setting, and investment planning.
• Excellent communication skills with the ability to distill complex thoughts and strategies into simple, actionable recommendations, especially to executives. Show less

Greater New York City Area

• Asked to join the business management team due to verifiable track record of producing bottom-line results in business analysis, analytics, and strategic planning roles. Strong analytical problem solver and thought.
• Established a datamart and setup streamlined reporting via Tableau Visualizations. Built and published dashboards that include market competitive analysis, market share analysis, revenue &… Show more
• Established a datamart and setup streamlined reporting via Tableau Visualizations. Built and published dashboards that include market competitive analysis, market share analysis, revenue & budgeting, pipeline.
• Routine conversations and interactions with division heads and upper management to prepare executive & strategic presentations around weekly/quarterly/annual business updates, market competitive landscape, weekly.
• Chair and partnered closely with product management, development teams, vendors and management on numerous internal and external projects to ensure that all targets delivery dates were met.
• Worked with compliance team to setup a process around closed deals files for retaining deal documents post deals closing that included checklist management based on deal type.

Greater New York City Area

• Technology team leader responsible for supporting the Equity Syndicate / Roadshow lines of business.
• Hired exclusively to implement IPREO's deal execution management system & corporate access to replace Dealogic because of deep domain knowledge and expertise.
• Routinely worked with heads of Syndicate, Events, Capital Markets, Sales Trading, Research and Operations teams to collect feedback and discuss new technology opportunities that add value and address business needs.
• Provided… Show more
• Provided end-to-end delivery of business solutions including requirements gathering, specification development, vendor / developer management, build installation, testing and production deployment.
• Chaired weekly meetings with multiple vendors to ensure that deliverable's are met, production issues are actively addressed and code quality is up to expectations. Show less

Greater New York City Area

• Liaised with Senior Equities Business Management and several internal teams globally, on all projects to clarify/ refine/ elaborate requirements throughout the SDLC, to ensure the delivery of quality software
• Designed System & Implemented detailed process workflow for paying out Production Credits for the Equity Capital Markets Business globally.
• Responsible for design of Equities Production Revenue Dashboards by Manager/Associate, Production Client 360 views (by Client & Product)… Show more
• Responsible for design of Equities Production Revenue Dashboards by Manager/Associate, Production Client 360 views (by Client & Product), Client Touch point Consumption views within CRM - Compass Desktop
• Played an integral role in global strategic project for Client Coverage & Account Management for Equities Business, coordinating across all regions.
• Worked on several ad-hoc reports for performance reporting including Performance Summary Scorecards for alpha capture within Trade Ideas Monitor - Generalists & Specialists

• Successfully completed various projects, interacting directly with Investment Banking clients (JPMorgan, Bank of America Merrill Lynch, Wells Fargo-Wachovia, Jefferies, Keefe Bruyette & Woods, ITAU, Macquarie)to gather.
• Liaised between Equities Business Management (Syndicate/Sales Trading), IT and Development on all projects to clarify/ refine/ elaborate… Show more
• Liaised between Equities Business Management (Syndicate/Sales Trading), IT and Development on all projects to clarify/ refine/ elaborate requirements as the technical implementation progressed.
• Worked closely with QA, Compliance, IA departments to ensure the delivery of quality software as well as building and deploying mission critical systems
• Provided expertise and support on various information and communications systems designed to address the specific needs of the Equity Capital Markets (Deal Manager, TicketManager, Event Manager, Conference Manager &.
• Supported Syndicate Desk & Sales Trading on billion dollar deals in distribution and allocation of new issues; initial public offerings, follow-on, warrants, and private placements

• Assisted in design, analysis and execution of business projects, by working with various departments and business users to define business requirements.
• Ensured project integration by communicating activities to Project Manager and with other teams to identify problems and/or potential issues and formulate systematic solutions to meet business requirements.
• Provided direction to internal and external users and assisted in the effective and efficient resolution of issues, analyzing… Show more
• Provided direction to internal and external users and assisted in the effective and efficient resolution of issues, analyzing needs and implementing powerful solutions to fulfill diverse needs.
• Worked on various projects involving NYSDOT, OTB, Dept of Buildings, Port Authority of New York and New Jersey, US Postal Service, Department of Environmental Protection
• Upgraded and conducted a company-wide implementation of Windows 2000, testing all units and network for complete functionality. Show less

• Determined scope and prepared detailed requirements documents for tasks and projects by conducting requirements-gathering meetings
• Developed Strategic plans to address competitive advantage, action plans, operational necessity and total estimated life cycle costs of integrating future technology
• Performed analysis on complex technical processes and translated them into user friendly descriptions and instructions. Also, identified redundant or conflicting information to create… Show more
• Performed analysis on complex technical processes and translated them into user friendly descriptions and instructions. Also, identified redundant or conflicting information to create coherent, concise, and accurate.
• Assisted in upgrade and company-wide implementation of Windows 2000, testing all units and network for complete functionality using POPS (Pharmacia Office Productivity Solution). Show less

Masters, Information Technology

Bachelors, Mis/E-Commerce/Marketing

Study Abroad Program, Business, Management, Marketing, And Related Support Services

Education record