Oct 2020 – Sep 2022 · 1 yr 11 mos

• Project Management
• Lead and Handle Primary and Associated Projects within the Structured Finance (Securitization) Domain/Cash Flow Modelling (US and EMEA)
• Plan Allocation of Resources to Projects and Track Implementation
• Liaise with the Global Counterparts, Legal and Regulatory Teams for updates on various Projects and maintain Data Quality and Governance Standards per discussed SLAs
• Perform Due Diligence and collaborate with Compliance & Legal Teams and prepare Business Requirement Documents, Test Cases, Project Plans, Test Results Summaries, UAT, Testing Platforms
• Share Insights from Control Testing methodologies
• Responsible for Cash flow Modelling of Fixed Income Products
• Interpret and understand Legal Documents and Model Deals accordingly
• Review and perform Quality Checks (QC) on deals of other Analysts Models
• People | Team Management
• Lead and Manage a Team of 8+ Direct Reports in support to the Global Business requirements with oversight of the group
• Prepare a MIS and attend Weekly SME Calls for Team and Process Updates
• Recruitment and provide Coaching, Direction, and Leadership to the Team and perform Performance Evaluation
• Client | Stakeholder Management
• Work closely with Client Service Managers across locations to understand Client requirements and help them carry out User Acceptance Testing
• Handle critical Client escalations and provide immediate and satisfactory solutions
• Train Client Service Management Team on new updates to the Processes
• Work closely with Global Stakeholders for smooth Client Onboarding
• Develop and perform Scenario Analysis and Stress Test Models and calculate Cash impacts
• Liaise with the Model Risk Management Unit and work on remediated as well as non-remediated Waterfall Models to mitigate and quantify the risks
• Liaise with the Legal and Compliance Department for obtaining approvals and confirmation of feasibility of documents
• Participate in Template Testing and providing proper Assessments

Dec 2018 – Sep 2020 · 1 yr 9 mos

• Functional Management
• Responsible for Cash flow Modelling of CDOs, CLOs, CDS and other Fixed Income Derivatives.
• Interpret Governing Documents such as Indentures, Collateral Management Agreements and Model Deals accordingly.
• Review and perform Quality Checks on deals of other Analysts.
• Provide Maintenance support to any and all queries raised.
• Provide Training and hold Query Solving sessions for new members of the Team.
• Manage the Team for daily activities.

Jul 2017 – Nov 2018 · 1 yr 4 mos

Dec 2014 – Jun 2017 · 2 yrs 6 mos

Jul 2013 – Dec 2014 · 1 yr 5 mos · Pune, Maharashtra, India

• Operations Management
• Handle and Lead 2 Sub Processes under Reference Data Client Documentation - Document Control and Document Prime Services
• Analysis of the Documents required for accounts under various product lines such as Executing Broker and Prime Brokerage services, Equity, and Fixed Income
• Analyze & Process KYC/AML Documents for Client Onboarding, Account Opening & KYC Operations
• Process Subject Matter Expert (SME) for solving Client Escalations and Queries
• Prepare Training plans for new Team members as well as Monitoring and Training them
• Audit and Verify the Process Workflow
• Prepare and review SOPs and Critical Check Lists
• Assist in preparing Reference Data Documentation Reports, Management Control Reports for Client Documentation Monthly Business Reviews (MBR), Risk and Control Self-Assessment (RCSA) and Failure Mode and Effects Analysis (FMEA)

Jun 2012 – Aug 2012 · 2 mos · Pune, Maharashtra, India

• Interned to determine the Gross Profit Margins and Net Profit Margins of Self Employed Professionals to value their Credit Feasibility.

Apr 2008 – Mar 2009 · 11 mos · Pune, Maharashtra, India

• Worked on a Project to determine the Optimisation of Fuel Efficiency of a Diesel Engine Set using a UPS and a Variable Speed Engine.