Mar 2022 – Sep 2024 · 2 yrs 6 mos · India · Hybrid

• Analysed the data model that depicted the data flow from various data sources into the data warehouse (both Tilney and S&W) onto the output reports or the third-party tools like World-Check 1.
• Conducted requirement gathering, data mapping, internal kick-off and walkthrough, unit testing, sign-off for different SSRS reports that assisted the business in maintaining an oversight of the varied client data in data sources like Avaloq, XPLAN & Bravura.
• Took Ownership of the XPLAN PMD project where I did complete analysis of how to host the Tilney clients on the PMD which were not having an IPS in place. I led a team of 5 members to accomplish the delivery of the portfolio management dashboard(PMD) for Tilney clients.
• Developed mock-ups for RIFA onboarding dashboard using advanced excel and power BI for providing better understanding to the client through enhanced visualization.
• Performed reconciliation tasks on client screening data using SQL that assisted the client in the root cause analysis (RCA) and the development team in knowing the code breaks.
• Executed support activities like data mapping documentation in confluence, data correction for re-reporting tickets using SQL, SIT and UAT testing on the developed deliverables.
• Created PowerPoint presentations on various wealth management topics and presented in front of the research pillar leads to demonstrate contribution towards my practice.

Aug 2021 – Feb 2022 · 6 mos · Bangalore Urban, Karnataka, India · Hybrid

• Engaged in managing Cisco’s BCS 3.0 involvements for two significant accounts of the EMEAR region.
• Involved in direct interaction with clients, to streamline delivery by creating an appropriate 90-day plan.
• Led a team of internal and external stakeholders to ensure end-to-end delivery of BCS 3.0 deliverables.
• Supported multiple PIDs as admin PM to get the revenue recognized by creating/submitting MCC.
• Thorough experience with tools like DCP, SDP, and oracle projects to manage client projects.

May 2020 – Jul 2020 · 2 mos · Mumbai, Maharashtra

Apr 2019 – May 2019 · 1 mo · Bengaluru, Karnataka

• Performed secondary research on Indian healthcare sector focussing on seed round companies
• Developed a pipeline of early growth stage companies for potential series-A investment

Jul 2015 – Jan 2019 · 3 yrs 6 mos · Bengaluru, Karnataka

• Diligently performed data quality analysis, rectifying any QA Breaks to identify, track, and remediate data quality issues present in the Data Lineage.
• Engaged in walkthroughs and discussions with clients/SMEs to ensure strict adherence to Data Quality Controls, in full compliance with the rigorous GDMS policies and standards.
• Documented data quality controls for several applications from scratch and also worked on enhancing the DQ controls enrichment as a part of the organization's strategy for record improvement
• Analysed the technical feed files of various systems in order to map the Critical Data elements(CDEs) and document the data lineage in Barclays Data Portal (BDP)
• Ensured maximum server reportability by addressing critical server data collection issues

May 2014 – Jun 2014 · 1 mo · Gurgaon, Haryana

• Mobility Based FTMS
• Individually designed back-end functionality and database connectivity of the project
• Project involved real-time assessment of airline management data to enhance business operations