Sahil Gupta

• Spearheaded the Investment Product vertical encompassing Public Markets, Private Markets, and Risk & Performance Management Department
• Developed and drove the product vision, strategy, and roadmap for Data and AI-driven products, aligning with market trends and business goals. Discover customer needs, lead the stakeholder management and prioritize the overarching change-delivery
• Automated unstructured data ingestion processes for Fixed Income and External Managers, eliminating manual touchpoints and saving the equivalent of 2 full-time employees efforts annually
• Streamlined collection, storage and organization of Microsoft Teams chat datasets, empowering Portfolio Managers with queryable data sources to enhance research support and accelerate investment decision workflows
• Enhanced decision-making for Equity Portfolio Managers by delivering Tableau dashboards with relative exposure data 7 hours earlier, boosting the timeliness of data availability from 3PM to 8AM

• Drove the end-to-end product strategy for CMAD team, collaborated with Country Markets Heads, Business Managers, Legal, Operations, UX to launch the Global CMAD Applications Portal, a one-stop Analytics landing page with 52 Tableau views and 500+ Global Markets staff onboarded onto the portal
• Spearheaded the development and rollout of a comprehensive Tableau-based Markets Analytics toolkit, enabling precise tracking of key performance indicators like PnL, Risk, and Sales Margins, enhancing strategic decision-making.
• Pioneered an Early Decliner model, leveraging advanced analytics to alert Corporate Sales teams across 10 APAC countries about potential client attrition, significantly recovering flows worth US $XXMM
• Automated the generation of 80+ daily termsheets and 45 manual reports across 6 countries using a Symphony chatbot and Tableau, saving over 50 hours per week in manual efforts, equivalent to the workload of 5 FTEs
• Directed Proof of Concepts for AWS cloud-based market data solutions, collaborating with major data providers to reduce infrastructure and licensing costs significantly for the bank
• Selected to provide Engineering Excellence training to over 100 technology and operations staff, promoting best practices and technical expertise across the Asia region

• Delivered the Minimum Viable Product (MVP) implementation of Microsoft Dynamics CRM to be rolled out to 20+ countries across Global Advisory Services
• Led and managed the Software Development Lifecycle (SDLC) from conceptualization, through design, implementation and release, to support.
Liaised with internal and external stakeholders throughout the process
• Partnered with solution architects to build the integration of Dynamics CRM with systems such Marketo (marketing automation platform), SharePoint, Outlook and Client Master
• Primary person in the APAC and Middle East region supporting and training 60+ sales users across the region
• Prioritized product creation functional capabilities in a Scrum and Kanban setup, through discussions involving sales, business managers, cross-functional teams, software architects, vendors and marketing counterparts
• Created 4 key dashboards using Tableau for senior managers to better understand the retail contact landscape and to review the client reach & coverage model

• Reduced the average time-line for client on-boarding of institutional clients from 151 days to less than 60 days in the ASEAN region by re-designing the end-to-end process
• Spearheaded the roll-out of the automated end-to-end workflow tool for Onboarding called OMC (Onboarding Master Central) in the 4 Local Markets namely Indonesia, Malaysia, Thailand and Singapore
• Created the Business Requirements Document (BRD) for the OMC roll-out and conducted functional testing of the system by engaging the IT Support and Markets onboarding team through cross-regional collaboration
• Developed Qlikview dashboards for Senior Business Management which enabled transparency on the various quantitative onboarding metrics for the markets business

• Delivered the Liquidity Coverage Ratio (LCR) solution implementation for Korea and Japan and the Transfer Pricing Automation Project, which enabled the usage of a fully automated solution of 3 critical Transfer Pricing calculations to the business
stakeholders and removed all manual processes
• Worked with business users to gather and understand their requirements and to translate business requirements into project deliverables. Prepared the business requirements and functional specifications document
• Conduct walk-throughs with finance users, IT team and vendors across locations for seamless project delivery
• Awarded the Barclays values award for Service, Excellence and Stewardship for delivering the key tax project