Jan 2020 – Jan 2025 · 5 yrs

• Managerial & Leadership responsibilities:
• Provide functional leadership & head equities trading & analytics within Prime Services & Cash Equities
• Managing 4 Front Office teams – Securities Lending, Collateral Mgmt., Business Analytics & Client Transitions; Additionally, providing managerial oversight for their respective Trade Management teams
• Leverage functional expertise to grow Prime Services & Cash Equities business in Mumbai
• One-point contact for clients & global business heads for equities trading & analytics
• Focus on talent development, resource planning, efficient operating environment, risks & control
• Represent Prime Services in campus recruitment drives for IITs, BITS Pilani and NMIMS
• Technical responsibilities:
• Collateral & Inventory management for better usage & inventory optimisation
• Trading strategies & ideas for better decision making
• Developing business performance analytics for multiple stakeholders – Business heads, COOs, Regulators
• Reductions of risk & enhance current controls; ensuring adherence to internal KPIs & regulatory mandates
• Drive cross-divisional collaboration to drive revenue growth with core institutional clients
• Representing Mumbai in Global Business reviews with Business Heads & COOs
• Strategic Initiatives:
• Global lead for multiple strategic inventory migrations projects e.g. Brexit, New legal entity etc.
• Business co-lead on Global inventory optimisation tool to determine best inventory allocation for funding & short-covering process
• Organisation wide re-structuring, worked with business to re-define team structures, SOPs & KPIs for Mumbai; Setup a 4-member team for smooth transitioning of key responsibilities for a new business division
• Led business growth in Mumbai by absorbing 100% of non-client facing Prime Services roles from EMEA
• Setup EMEA Swaps team & migrated business critical activities from onshore within a span of 3 months

Jan 2017 – Dec 2020 · 3 yrs 11 mos

Mar 2013 – Dec 2016 · 3 yrs 9 mos

Jun 2011 – Mar 2013 · 1 yr 9 mos

• Roles & Responsibilities:
• Assisted in M&A transactions, debt & equity financing, preparation of valuation analysis & client presentations
• Created valuation models to assist clients seal the M&A deal and acquire desired candidates
• Techniques used - Trading multiples, precedent transactions, DCF, competitor’s analysis, bench marking, past acquisitions, broker’s view point and major events for past 2 decades
• Mentoring & Training:
• Lead Mentor: Lead a team of 4 analysts for on-boarding, training and mentoring of 30 new hires
• Trained a batch of 30 new hires on valuation models and client management