SUMMARY

• Possess over 11 years of experience in capital markets and wealth management and ability to fulfill domain expert role
• Designed wealth management product by evaluating current needs of the market and competitive products
• Worked as a business user in retail banking & depository
• Developed the practice on Basle Accord and provided consultancy services to clients for adapting the requirements as per the accord.
• Extensive experience in Data migration & Data conversion projects related to reference data for settlement instructions
• Expert in business analysis, business process re-engineering and software development life cycle, including analysis, design, development, testing and implementation of software applications.
• Expert in eliciting and synthesizing business requirements and in ensuring those requirements meet approved business plans.
• Expert in gathering, documenting, managing and validating functional and non-functional requirements using tools like Visio and Microsoft Office
• Excellent communication, analytical, interpersonal, and presentation skills.

TECHNICAL SKILLS

Business Analysis: Requirement Analysis, Business Rules, Data Flow Diagrams, Flowcharts, Business Process Modeling & Improvement, Gap Analysis, Prototyping, Cause and Effect Analysis. Tools: MS Office Suite 9X/2000/XP (PowerPoint, Word, Excel, Access, and Outlook), MSOutlook, MS Project, MS Visio, RUP, Rational Requisite Pro,Test Director, HP Quality Center, Test Director, SharePoint Business Intelligence: Business Objects

Educational Qualification MBA Finance & Bachelors in Technology, India

EXPERIENCE:

Business Analyst, Confidential, New York Mar 09 - Nov 10 Project Group: Standard Settlement Instructions Reference Data (Post Trade Technology) This project involved creation of an organization wide repository of Standard Settlement Instructions. The objective of this project was to extract and consolidate the settlement instructions being held, for the various securities, across various legacy trading applications into a centralized hub.

Responsibilities:

• Performed data analysis of the existing systems and mapped the data attributes between the various legacy systems and the targeted central hub for holding the information.
• Reversed engineered the existing mainframe systems and documented functional specification documents, defined milestone deliverables and established critical success factors.
• Conducted Joint Application Development (JAD) sessions with the business owners throughout the development to resolve open issues.
• Validated technical designs created by IT developers against functional specifications.
• Worked with QA team to design test cases for User Acceptance testing (UAT).

Business Analyst, Confidential, New York Sept 08 - Feb 09 Project Group: HOLT Equity Research Confidential for a division of Credit Suisse, which offers corporate performances, valuation and strategic analysis frameworks for the benefit of Credit Suisse and its clients. Assignment was to craft and update documents for project status review and monitoring.

Responsibilities:

• Monitored and tracked the project status of various projects under this group.
• Prepared status reports such as KPI and maintained release schedule calendar for Management review and monitoring
• Ensured all projects complied with corporate SDLC - GSDP policies and guidelines.
• Interfaced with Project Managers to accurately communicate status of projects and to manage expectations.
• Maintained and monitored the Book of Work on the projects and the resources allocated to the projects.
• Chaired regularly scheduled status meetings and communicated overall goals/timeline to Management.
• Analysed and implemented the practice of leveraging existing firm -wide tools as data entry point for project management.
• Coordinated with the technical team to build an easy to use interface to generate, automatically, the various management reports.

Lead Business Analyst, Confidential, New York Apr 08 - Sept 08 Project Group: Fixed Income Business Analyst for a project involving the "Loan IQ"- product of Misys. Assignment involved extracting the customer demographic information from a source customer system and updating it directly into the LOAN IQ system. The project objective was to also provide the users with a facility to capture LOANIQ specific customer information as well as the SSI (remittance instruction) information through newly developed and designed screen/s.

Responsibilities:

• Developed use cases, workflow, screen mock-ups, and functional and business requirements.
• Interfaced with business users extensively to prepare and update requirements.
• Performed data analysis and the mapping of the attributes between the source system and the target system.
• Ensured all artifacts complied with corporate SDLC Policies and guidelines.
• Validated technical designs created by IT developers against functional specification.
• Responsible for coordination and maintenance of the project change request catalogue.

Consultant, Confidential, Bangalore Oct 06 - Apr 08 Product: FLEXCUBE: Wealth Manager Business Analyst Confidential, a customer-centric solution, for effective wealth management by I-Flex® solutions. Assignment was to develop a product which would help the Relationship Manager to identify the prospects goals and preference, perform financial planning, propose strategies and portfolios manage and analyse portfolios and report performance.

Responsibilities:

• Evaluated vendor products and determined the functionality of the product based on the current market requirement.
• Scoped the functionality of the prototype of the product to be showcased to the potential product customers.
• Documented functional specification and use case documents on the core functionalities of the product, including that on order management, portfolio analysis, performance analysis, portfolio attribution, portfolio simulation and financial planning.
• Developed Test Scenarios and Test Cases for system testing and
• Maintained Traceability Matrix for the Test Case and Test Scenarios
• Created documentation for training and trained the technical team on the functionality of the product

Functional Consultant, Confidential, Bangalore Aug 04-Oct 06 Business analyst for a project with Confidential. Project encompassed automating the retail lending system.

Responsibilities:

• Interfaced with business users to prepare and update Business requirement document.
• Conducted research & training sessions to Senior Management on Basel Accord
• Had undergone training on Basel by FT Knowledge from UK
• Ensured all artifacts complied with corporate SDLC Policies and guidelines.
• Worked to design Test Scenarios & Test Cases using Mercury Director for User Acceptance Testing (UAT).
• Maintained Traceability Matrix for the Test Case and Test Scenarios.
• Involved in Function Point estimation for various applications in DBS bank

Business Analyst, Confidential, Bangalore Nov 02-Aug 04 Business analyst for a project with UBS. Project involved Web based application called PRDB database for storing reference data.

Responsibilities:

• Developed the practice on Basle Accord and provided consultancy services to clients for adapting the requirements as per the accord.
• Supported UBS Offshore team on system enhancements and maintenance.
• Created a knowledge base for their PRDB application, and trained their technical team on the domain aspects.
• Provided functional inputs to the software development team, to enable them understand the role of the software in the business process of the client.
• Liaised with the client for gathering client feedback on the interim release of developed software and for further incorporation in the final product.

Officer, Confidential, Mumbai Feb 01- Aug 02 Officer for executing and billing the corporate actions

Responsibilities:

• Monitored and ensured the reconciliation between the accounts of NSDL and the Issuers. This involved in ensuring the reconciliation of the control accounts at the end of the day through establishment of continuous electronic connectivity of the Issuers/ Registrars & Transfer Agents with NSDL and the uploading of the reconciliation statement.
• Conducted acceptance testing of the application software developed by the software consultants. This involved in concept testing through the use of various software testing methodologies like functional testing, regression testing and Security testing on the developed application software before being released to the Production environment.
• Monitored the levying of fees for the Corporate Actions Executed. This involved the billing of the Corporate Action (Cash) Operations executed in the depository and ensuring prompt payment through proper liaising with Companies and Registrar and Transfer Agents.
• Also involved in audit inspections of the various Depository Participants for their compliance with Business Rules & By - Laws.

Probationary Officer, Confidential, Mumbai April 00- Jan 01 Officer for monitoring the day to day operations at the branch as well as conducting the credit evaluation for the retail loans

Responsibilities:

• Involved in Credit Evaluation at the Branch. This primarily involved evaluation of the viability of the long-term corporate loans. The credit evaluation also included the analysis of short term and personal loans.
• Monitoring the Branch Administration activities.
• Marketing of the bank products and tapping potential clients.

Management Trainee, Confidential, Mumbai Jun 99 -April 00 Officer for conducting the credit evaluation.

Responsibilities:

• Detailed Company & Industry Analysis as a part of credit evaluation exercise.
• Follow-ups with existing clients.
• Tapping potential corporate clients.
• Preparation of MIS Statements.