Nov 2021 – Apr 2025 · 3 yrs 5 mos · London, England, United Kingdom · On-site

• Uses business knowledge and data analysis skills to help with day‐to‐day operations and lead high‐impact strategic initiatives that find, prioritize, and implement ways to boost revenue and lower costs.
• Spearheaded process improvement and cost savings across various functions (Operations, Compliance, Equity Research, Finance, and Technology) by collaborating directly with senior stakeholders like CFO, COO, and CTO. Partnered with an external consultant to offshore Client Onboarding BAU and ad‐hoc projects, achieving over £100k in savings across overhead, replacement, IT, and resourcing/hiring costs.
• Applied quantitative development skills during 2 months as part of the UK Equities Systematic Electronic Trading Desk, focusing on assessing the effectiveness of algo strategies. Skilfully employed Numpy, Pandas, and Python to develop performance programs in KDB for live trading models, facilitating comprehensive performance analysis across various trading strategies
• Working with the Head of Research Publication to build a PH AI business unit that aims for new sources of income within our Research customers.
• Directed a complex 3‐year Anti‐Money Laundering (AML) remediation project, overseeing all phases from planning and resourcing to risk identification and tracking, budget management, and governance arrangements. Achieved 71% cost reduction, reducing expenses from £1.4 million to £0.4 million, while maintaining uninterrupted and high‐quality service.
• Led restructuring of the Trading Risk and Control division, aligning its operations with PH's overarching strategy and objectives. Secured endorsement from key stakeholders and business leads through compelling presentations and board papers.
• Successfully implemented efficient operational Tax Control Framework with KPMG, leading to the accurate and timely filing of various taxes (QI, AEOI, Financial Transaction taxes), saving £20k+ and 40+ manual hours quarterly.

Oct 2020 – Oct 2021 · 1 yr · On-site

• Achieved operational efficiency (including decreased manual errors) for quarterly regulatory submission of Balance Sheet ($900bn) and Profit & Loss ($5bn) by conceptualizing and automating solutions for senior management sign-off using Alteryx and Tableau.
• First-line assessor, across locations (London and Mumbai), for PRA & BOE end-to-end reporting submissions for three JPMC entities including IFRS 9 adjustments.
• Increased efficiency of quarter-on-quarter financial variance analysis for 25 reports by implementing macros (in excel) thereby reducing manual hours from 2 hours per week to 0.5 per week.
• Build an end-to-end Contingency Plan for Reporting cycle for three entities of JP Morgan, identified reporting baselines, and key trends in Quarter-on-Quarter reporting, and analysed seasonality factors to chart out scenario analysis for disaster assessment, management, and recovery.
• Led a project to boost automation within Regulatory reporting by conducting sessions across functions to create awareness and usefulness of Alteryx and saved 200+ hours across functions.
• Designed control frameworks and ensured adherence to policies within the team to maintain the standards guided by regulators.
• Meticulously achieved and led automation projects to manage multiple complex manual processes into Alteryx by self-designing workflows, preparation of BRD, and testing and user manuals for end-users, which saved 500+ effective hours annually.

Oct 2019 – Oct 2020 · 1 yr · On-site

• Devised presentations to create cross-sell strategies to influence large stakeholders and identify revenue streams. Created models to identify clients using factors like company financials & industry. Resulted in the addition of 20 client relationships and $2mn in revenues.
• Led a project to analyse Sales and Client interaction data and created multiple KPIs to track client meetings using Qliksense and Qlikview. This led to a 20% increase in Sales to Client engagement and a $500k increase in revenues in 2021.
• Created new formats for regular Sales review processes with management, including liaising with regional sales to create reports and presentations for individual and global Business Leaders.

Sep 2018 – Oct 2019 · 1 yr 1 mo · On-site

• Responsible for Profit & Loss (PL) reporting and forecasting, including data analysis, Credit and Market Risk calculations across three locations and asset classes like FX, Rates & Equity for XVA, CVA desk for CPG (Credit Portfolio Group) responsible for hedging the Credit and Market risk exposure of the firm.
• Audited PL recognition process, uncovering errors and recovering $10mn in lost revenues.
• Presented weekly and monthly financials to the Head of Business across Asia and EMEA.

Oct 2015 – Aug 2016 · 10 mos · Mumbai Area, India · On-site

• As a Product Manager for Digital banking in Kotak Mahindra Bank, was responsible for acquisition of new customer through website leads and digital media.
• Managed end-to-end design & delivery of new mobile app, which opened the customer accounts and completed KYC over video call, helping re-imagined customer journey for SME customer for Current Account across India.
• Created new value proposition, market strategy, pricing and positioning of the product with the sales & marketing teams. Led to new revenue of worth ₹1mn in first 3 months of launch.
• Conducted extensive research to understand customer pain points and relevant KPIs to define the product roadmap. Managed the app delivery, leading a 12-member team of designers, developers, testers & sales executives.
• Created and delivered trainings with informative materials, online courses, for 400+ sales staff, improving customer retention by 25%.

Jun 2014 – Oct 2015 · 1 yr 4 mos · Mumbai Area, India · On-site

• Product manager in GeP for Procure to pay (P2P) product in SMART, a B2B direct procurement software. Created product roadmaps, detailed requirement design (use cases, user interactions), solution analysis, and workflow integrations, working with cross functional partners (developers, UI designers, testers) for development of 8 new features.
• Conceptualised mobile application for iOS and Android, to convert manual approval management process to digital process, which succeeded in reducing approval cycle time by 50% and paper consumption by 100%.

May 2012 – Jul 2012 · 2 mos · Banglore

• Developed an algorithm converting 2D image into its 3D object coordinates, used to make 3D CAD model of object and improving camera calibration, concept to be incorporated in company's flagship product, LAB-VIEW, in 2016 edition of Vision library
• Designed test benches in LabVIEW using graphical programming approach for interfacing with measurement & hardware

Dec 2011 – Jan 2012 · 1 mo · Mumbai Area, India

• Designed comprehensive market chain template for the enhancement and smoothness of the supply chain management which helped the company to follow up through the products with every minute detail
• The templates have been tested to more than 300 products and 5 services of the company, right now converted into an online wiki for both internal and sales training purposes
• Researched on common practices of classification of products and sales training practices in other companies
• Organized a zonal seminar for around 120 teachers in a team of 4, introducing them to unconventional education methods that company provides through its products and services