- Manage functional and technical aspects of product demonstrations for prospects and customers focusing on Portfolio Decision Support,Order and Execution Management, Regulatory Compliance and Enterprise Data Management across all asset classes- Lead execution of Proof Of Concept for prospects to establish success criteria leveraging consultative based sales approach and remove alltechnical objections during sales cycle- Respond to RFP’s to outline product capabilities and define how it solves client’s needs and automates business processes

- Led project planning, execution and delivery under budget and within deadlines- Worked with Sales on Proof of Concepts as subject matter expert for complex deals- Managed and directed execution of multiple projects of varying size, complexity, and priority as per the project management plans.- Conducted strategic assessments for new and existing clients to recommend most optimal operating model; Identify opportunities for Business Process Improvement and presenting future state road map for Product adoption- Collaborated with Product Management and Engineering teams to drive feedback from clients and define best practices- Regularly presented to C-level executives and Management to provide update on project and address high risk areas

• Successfully led implementations of Charles River for Buy side clients covering requirements gathering, business analysis, scope and project planning, timely delivery and end-user training focusing on Equity, FX and Derivatives deployments• Worked with clients to develop integrated processes for front, middle and back office within Charles River to deliver on-time, in-budget business solutions to enhance client satisfaction and increase product adoption rate • Developed cash flow forecast tools for Portfolio Managers for efficient cash management and currency hedging• Regularly presented to clients’ executive committee on projects to provide guidance at critical junctures in order to mitigate risk and provide updates on progress• As an Equities specialist, created methodology and best practices for electronic trading using Charles River IMS and advised multiple clients on several new functionalities to drive end-user satisfaction and increase client retention• Collaborated with Sales team to deliver pre-sales demo and Proof of Concept (POC) to Portfolio Managers and Compliance groups for complex, strategic deals involving custom regulatory needs and order generation methods• Organized product management initiatives to expand product functionalities based on client feedback and industry trends

Identifying implicit cost-risk couples in trading strategies such as VWAP, Implementation Shortfall and analyzing their impact on total portfolio returns.Comparing different Pre-Trade Transaction Cost Analysis (TCA) providers for integration with Charles River Investment Management System.

Conducted in-depth research on growth potential of investment in renewable energy sector in India covering industry and competitor analysis, project feasibility study

Conducted quantitative market analysis on commodities market incorporating recent trends, forecast and presented trade recommendations for clients to senior management on a regular basisPerformed daily analysis of commodities and credit markets and updated the research on company's online interface for the benefit of clients and increased visibility for Jyoti Portfolio Ltd.