Rafiya Bai

Associate Consultant

Bengaluru, Karnataka, India5 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Led automation projects recognized globally.
Strong background in investment banking.
Passionate public speaker with interpersonal skills.

Stackforce AI infers this person is a Fintech professional with expertise in data analysis and process improvement.

Contact

Skills

Core Skills

Data AnalysisProcess ImprovementAutomation

Other Skills

AccountingAlteryxCommerceCommunicationDocumentationEasily AdaptableEntrepreneurshipHuman Resources (HR)Interpersonal SkillsLeadershipManagementMarketingMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

About

Young professional with a passion for Public speaking, Finance and HR. Graduate from Mount Carmel College,Bangalore with a bachelor's degree in Commerce. Have an overall experience of 5 years in Investment Banking with the world's largest bank. I have been an active public speaker,which has inturn helped me build my interpersonal and people management skills. I strongly believe that fortune Favours the Bold. Passion and diligence are two traits that I believe most reflect me as an individual. It is my belief that this is the key to being successful in any endeavour that one set’s their mind to. I love to generate new ideas and devise feasible solutions to broadly relevant problems. Over the years, Beyond my core responsibilities, I have contributed to strategic process improvements, automation projects, and diversity & inclusion initiatives. have recieved opportunities to lead data governance initiatives, automate key processes, and enhance security servicing operations. I enjoy embracing the lessons learned from failure, stand up and continue to grow.

Experience

Jpmorganchase

3 roles

Associate

Jul 2025 – Present · 8 mos

Team Lead

Promoted

Sep 2022 – Sep 2025 · 3 yrs

Created and maintained Equities, Fixed Income, & Derivatives products in the Reference Data system using vendor sources such as Bloomberg, ICE, Euroclear, Telekurs, LSE, DTCC, Cusip Web, etc.
Managed asset updates & modifications based on internal client-initiated changes from Custody Middle Office, Trade Support, & Settlements teams.
Ensured regular maintenance of securities requiring coupon, rate fixing, and factor updates on a daily basis through vendor sources.
Project Leadership & Process Improvement: Led & coordinated special projects such as data clean-up, process improvement analysis, and metrics reporting under initiatives like Project Hexagon.
Process Automation & Recognition: Automated daily reports using Qlik Sense and Alteryx, securing a Top 3 global win in Digithon 2024 (Internal CIB Automation Contest), competing alongside VPs.
Operational Excellence: Ensured completion and sign-off of checklists, metrics, & end-of-day activities, maintaining accuracy and efficiency.
Documentation & Compliance: Oversaw timely updates & reviews of SOPs & issue logs.
Stakeholder & Issue Management: Monitored issue & query emails, escalating critical concerns promptly to management.
Problem-Solving & Ownership: Took a proactive approach to troubleshooting, owning challenges, and driving solutions to completion.
Leadership & Representation: Served as a panelist alongside EDs and VPs in the Global Townhall, representing Goodworks and DE&I from India Operations.
Training & Efficiency Gains: Through Project Hexagon, reduced 90% of STP dummy requests by conducting 40+ hours of training in collaboration with Service Delivery Management.
Performance & Recognition: Consistently recognized as a Star Performer in quarterly awards and publicly acknowledged as an A+ performer in a Global Townhall.
Cross Training : Cross Trained for & supporting 2 other internal processes (Data Quality and Cosmic BDM DBM)