Ashutosh Kumar Shahi

o Working on Ultra High Net Worth Investment management tool - Charles River- IMS
o As a part of MO- Transaction management team responsible for End-to-end trade processing in CRIMS including Trade Capturing, Trade validation, Pre and Post compliance check, downstream processing to Investment book of records (IBOR), validation in DEH and GTM application.
o Conducted testing for Portfolio Managers, Traders, and Operations teams across various business workflows.
o Proficient in middle office application (Global Transaction Manager/TP monitor) applications used by State Street and understanding the process of complete End-To-End Trade Life Cycle. Worked on CRIMS for Order generations and execution.
o Regression Testing for any new deployment after each patch release to ensure that bug fixes and enhancements are implemented properly.
o Experience in validating Swift message used for payments and trade
o Reviewed test scripts to ensure test efficiency and coverage, assisting developers in resolving any problems or defects and responding to user inquiries.
o Post Trade Management including Trade capture, Trade Enrichment/Trade confirmation/IBOR/Settlement notification
o Being SME responsible for the onboarding of new functional scenarios and organizing pre- and post-release sessions with functional teams to minimize functional impact early in the cycle.

o Supporting banks in their daily trading activity on Sophis (Fusion Invest) Value value trading platform
o Perform regression & retesting after every bug fix to ensure there is not any impact.
o Handling all the Service Request, Incident and change management process of Sophis Fusion Invest
o Assisting users to create the orders and third parties and setting their parameters
o Doing initial investigation of issues and providing the first level of support to business users
o Testing all the interfaces to establish communication from various systems
o Performed SIT and UAT with business users
o Involved in SIT and UAT in each release and provide support to business user
o Setting priorities for task, Time Management and producing deliverable.
o Engage with the business users to understand their requirements and design the process document for trade life cycle.
o Raising the defects and coordination with Vendor (Finastra) to get all the bug fixes

• Understanding of Charles River (IMS), Transaction Management, Recording Keeping,
Corporate Actions, and Alpha Data Platform (Information Delivery to Client)
• Responsible for writing the Test cases for E2E transaction management on CRIMS for various
asset classes.
• Responsible for Daily Test execution, setting priorities for task, Time Management and
producing deliverable.
• Responsible for testing deliverables and process of new State Street Clients onto the Middle
Office platform.
• Involved in SIT and UAT in each release and provide support to business user
• Analyze and interpret data, producing clear and compelling reports for different audiences
• Coordinating with the technical team for resolution of issues
• Responsible for raising defects in detailed manner, assigning defects to technical teams,
capturing target fix dates and resolution comments from IT.

• Support business units (Islamic Development Bank) during the UAT and Go-Live phases.
• Supporting banks in their daily trading activity on Sophis (Fusion Invest) Value value trading
platform
• Work closely with business units after go-live to solve the issues and implement new requests
from users.
• Provide support in analyzing the reported system functional issues and delivery items.
• Analyze the issues reported by business users and, if needed, report them to vendor with
appropriate problem statement document and follow till issue fixed.
• Testing of fixes and patches provided by application vendor
• Prepared user manuals for each of the Sophis (Fusion Invest) Value modules to be used by
IDB post Go-Live considering IDB Treasury landscape and business users requirements
• Ensure all changes are passed through the appropriate Change Authority board for approval
• Doing documentation of all the defects and new enhancements
• Prepare detailed status reports, and monitor all defects and issues