Assistant Manager
Barclays
Total years of experience :6 years, 11 Months
Barclays Shared Service January 2014 to August 2016
Corporate Trainer, India Functional Training Team; Investment Banking
Planning, developing, delivering and administering training programs
Specialize in Financial Product training including all asset class
- Equity, Fixed Income, Interest Rates, Credit, Foreign Exchange
- Product concepts and pricing
- Trade Life Cycle
- Derivatives products and pricing
- Regulatory Changes in Banking world
MS office Excel training program at Intermediate and Advanced level
Partner with HR to deliver Induction program for all new joiners in Barclays Shared Services
Developing training materials such as presentations, handouts, classroom activities
Creating newsletters related to financial world to circulate across IB operations
Part of working group of Colleague Engagement team handling Mumbai location events
Achievements: Trained 2500+ FTE across levels, 700+ training hours created, 10+ new training programs over various internal certifications planned and delivered.
Part of Equity Trade Support Group - Asian Market and US Market \n Trained in Hong Kong to migrate Securities Operation Process for Asian market \n Directly responsible for reconciliation of books of traders dealing in Equity market of 13 Asian countries and US \n Actively involved in reconciliation of dealings with External Brokers on daily basis, identification and follow up of breaks and mismatch on T+0 for timely and efficient settlement \n Investigated, identified, analyzed and escalated breaks to senior management to mitigate risk to firm; carried out due diligence work in highly controlled environment \n Followed End to End process from traders, client management teams, external brokers and internal trade support \n Booked and amended trades to resolve breaks, notifying traders on corporate announcements \n Accountable for the accuracy and compliances controls adhered by junior analysts in my team \n Prepared and reported business documentation of procedures for all processes \n Transferred process knowledge to new on-boarders in team
Part of Business Initiative Group for Rates Business System Analysis and Reconciliations \n Trained in London Middle Office on Rates Derivatives products PNL and Business Analysis and Reconciliation \n Prepared Test Documents as per Business requirements and product logics \n Undertook Product Analysis and PNL and Risk Reconciliation, Functional Analysis of FO trade booking system \n Responsible for End to End connectivity of trade booking cycle \n Coordinated with Middle office Business Clients for daily updates and ongoing project progress. \n Worked on Trade Information Warehouse project for Data Capturing from Confirmation docs and Reconciliation with ISDA Matrix \n Delivered cross - training on: Rates Derivatives Products, Interest Rate Swap, Overnight Index Swap, Forward Rate Agreement, Caps, Floors, Swaptions and Options concepts and strategies
Produced reports giving in-depth knowledge about the sector growth, upcoming companies, future prospects, Regulations and FDI updates for Financial Services, Consumers and Real Estate Sector, Commodity Market \n Conducted origination research on prospect growth companies and preparing companies and projects profile \n Conducting primary research through interviews
MBA Global Banking & Finance, University of Birmingham, U.K (Sept’ 2013)
Specialisation modules: International Banking Regulations and Supervision, International Business Finance, Entrepreneurial Finance, Implementing Strategy and Managing change, Ethics in Finance and Sustainability, Developing Leadership Practice.
Core modules: Accounts/ Finance for Manager, Human Resource management, Managing Operations and Projects, Strategic Analysis of Business, Marketing Concepts and Practice.
Level I and Level II certification cleared for Investment banking operations regulations
Masters in Commerce with specialisation in Accounts and Tax
CFA, ICFAI University (62.5%)
Specialisation modules: Security and Bond Valuation, M&A, Financial Risk Management, Portfolio management, Project management, Investment Banking and Financial services, Strategic Financial management, International Finance and Trade, Strategic Financial Management
Bachelors in Commerce with specialisation in Accounts, Auditing, Taxation, Operational Research and Economics