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Senior
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0
jobs
ubanalyst
Naresh Bhavnani
,
Pinner, United Kingdom
Experience
Other titles
Skills
I'm offering
• 15+ years of experience in product management, end to end product development lifecycle, strategy, business analysis, project management, competitive analysis, web applications and strategic enterprise frameworks integration.
• I have strategized products and managed projects in multiple domains like Credit & Liquidity Risk, Custody, Investment Management & Wealth Management for Global Financial Institutions with a passion to solve critical business problems.
• I have strategized products and managed projects in multiple domains like Credit & Liquidity Risk, Custody, Investment Management & Wealth Management for Global Financial Institutions with a passion to solve critical business problems.
Markets
United States
(Remote
only)
United Kingdom
Denmark
(Remote
only)
Norway
(Remote
only)
Sweden
(Remote
only)
Links for more
Once you have created a company account and a job, you can access the profiles links.
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2018 - 2019
job
Lead Business Analyst
Barclays.
• Created, maintained and prioritized issues in book of works related to data sourcing for new financial traded products like equity forwards and accelerated share repurchases (ASR), onboarding new data sets, reference data and automation of manual adjustments for 5G and US LCR Liquidity Reporting for Dodd-Frank FR202a regulation
• Prioritized and received consensus from business stakeholders on product backlog items on quarterly basis
• Own the product workstream and collaborated with various stakeholders to agree on acceptance criteria and manage user acceptance testing
• Collaborate with supporting functions, finance, risk, IT systems and compliance teams, in order to ensure that all associated requirements are defined, documented and achieved
• Increase operational efficiency by reducing daily manual data interventions by 75% to automate & reduce dependency on Excel spreadsheets and end-user developed applications (EUDA)
• Prioritized and received consensus from business stakeholders on product backlog items on quarterly basis
• Own the product workstream and collaborated with various stakeholders to agree on acceptance criteria and manage user acceptance testing
• Collaborate with supporting functions, finance, risk, IT systems and compliance teams, in order to ensure that all associated requirements are defined, documented and achieved
• Increase operational efficiency by reducing daily manual data interventions by 75% to automate & reduce dependency on Excel spreadsheets and end-user developed applications (EUDA)
Excel, Automation, Sourcing, It, Compliance, Finance, Analyst, Onboarding, Testing
2017 - 2018
job
Senior Business Analyst
Deutsche Bank.
• Interpreted EBA LCR guidance, built financial models and prototypes to capture complex calculations & requirements for inflows capping, asset trapping, sovereign uplift & equity capping for LCR reporting (C72-C76) under overarching principles of BCBS 239
• Defined, documented requirements and built financial stress models for Strategic Liquidity Reserves (SLR) & Collateral Swaps liquidity risk driver reports for Secured Debt financing and Prime Brokerage services
• Prioritize user stories with senior management, advise senior stakeholders on status of project issues, test strategy & adoption criteria
• Partner with global treasury teams to assist in adoption of internal liquidity stress models
• Defined, documented requirements and built financial stress models for Strategic Liquidity Reserves (SLR) & Collateral Swaps liquidity risk driver reports for Secured Debt financing and Prime Brokerage services
• Prioritize user stories with senior management, advise senior stakeholders on status of project issues, test strategy & adoption criteria
• Partner with global treasury teams to assist in adoption of internal liquidity stress models
Test, Management, User stories, Analyst, Treasury, Calculations
2011 - 2014
job
Senior Business Analyst
RBS.
• Facilitated business requirement gathering sessions with subject matter experts of structured products from Treasury, Front-Office and Legal teams for Ratings Downgrade Trigger project for PRA48 report
• Financial Modelling of downgrade triggers risk application & stress testing engine scenarios, reconciliation to calculate liquidity risk exposure for off-balance sheet trades in OTC Derivative (IRS, FX) and swaps
• Write business requirements and functional specifications to automatically capture and maintain counterparty ratings triggers from ISDA and CSA legal agreements.
• Supported funding and liquidity teams within Treasury for data analysis, reconciliation & financial modeling
• Successfully completed and delivered Stress Testing project on time to meet the PRA deadlines for ILAS/ILAAP which was highly appreciated by senior management
• Financial Modelling of downgrade triggers risk application & stress testing engine scenarios, reconciliation to calculate liquidity risk exposure for off-balance sheet trades in OTC Derivative (IRS, FX) and swaps
• Write business requirements and functional specifications to automatically capture and maintain counterparty ratings triggers from ISDA and CSA legal agreements.
• Supported funding and liquidity teams within Treasury for data analysis, reconciliation & financial modeling
• Successfully completed and delivered Stress Testing project on time to meet the PRA deadlines for ILAS/ILAAP which was highly appreciated by senior management
Data Analysis, Management, Analyst, Testing, Office, Treasury
2009 - 2011
job
Lead Business Analyst
UBS, Stamford.
• Lead and manage business analysis and requirements for multiple product applications including Counterparty Value at Risk (VAR) & Facilities Management System (FMS) to measure Credit Risk in Banking book and Trading book
• Conduct business analysis for hedge fund counterparties, facilities management, credit concentration and counterparty credit limits involving swaps, derivatives, equities and fixed income
• Incorporated new data sources, stress calculations logic and control and reconciliation reports to enhance to credit risk systems within the bank
• Manage execution of test cases, resolve bugs and suggest improvements to screen functionality for a successful on-time delivery of projects
• Conduct business analysis for hedge fund counterparties, facilities management, credit concentration and counterparty credit limits involving swaps, derivatives, equities and fixed income
• Incorporated new data sources, stress calculations logic and control and reconciliation reports to enhance to credit risk systems within the bank
• Manage execution of test cases, resolve bugs and suggest improvements to screen functionality for a successful on-time delivery of projects
Business Analysis, Test, Management, Banking, Analyst, Logic, Calculations
2007 - 2009
freelance
Sr. Functional Consultant
Bank of New York Mellon.
• Conduct workshops with front-office users to define project scope and business requirements
• Formalize project solutions for multiple projects like Credit Line Monitoring (CLM), Automated Deal Matching (ADM) & collateral pooling by repo clients across their global subsidiaries
• Define functional specifications for repo collateral securities allocation, FX rates & cash payment instructions supporting tri-party repos and global collateral management (GCM)
• Lead a consulting team of four analysts on a Fed mandate to a to remove systemic risk to US capital markets by splitting bank's credit responsibilities upon a rating downgrade into "Good vs Bad Bank"
• Make recommendations to senior management for process improvements to bank's Fund Accounting system to reduce on-boarding and outbound mutual fund data feeds using SunGard InvestOne
• Manage comprehensive UAT and regression test plans and prioritize test issues and defects for resolutions
• Formalize project solutions for multiple projects like Credit Line Monitoring (CLM), Automated Deal Matching (ADM) & collateral pooling by repo clients across their global subsidiaries
• Define functional specifications for repo collateral securities allocation, FX rates & cash payment instructions supporting tri-party repos and global collateral management (GCM)
• Lead a consulting team of four analysts on a Fed mandate to a to remove systemic risk to US capital markets by splitting bank's credit responsibilities upon a rating downgrade into "Good vs Bad Bank"
• Make recommendations to senior management for process improvements to bank's Fund Accounting system to reduce on-boarding and outbound mutual fund data feeds using SunGard InvestOne
• Manage comprehensive UAT and regression test plans and prioritize test issues and defects for resolutions
Consulting, Test, Management, Workshops, Office, Monitoring
2005 - 2007
job
Lead BA/Project Manager
State Street Corporation.
• Lead & manage a testing team for end-to-end functional testing of multiple applications including ThinkFolio Order Management System (OMS), Trade Record Keeping Systems (RKS/PAM) & DSTi
• Manage and guide a team of 5 developers and analysts to develop a scalable test automation framework in Rational Robot to functionally test end-to-end trades and positions in IMS, reducing time and effort by 75%
• Conduct weekly project status meetings with client program manager; and work collaboratively with cross functional teams to mitigate risks for smooth systems deployment
• Define business requirements and implement additional risk controls using MISYS Summit versus an existing Algorithmics implementation for treasury front office dealing in OTC derivatives IRS & CDS
• Write business requirements for data sourcing of IRS, CDS, OTC Derivatives & wholesale instruments for Basel II and partner with technology to develop the solution for an integrated platform
• Manage and guide a team of 5 developers and analysts to develop a scalable test automation framework in Rational Robot to functionally test end-to-end trades and positions in IMS, reducing time and effort by 75%
• Conduct weekly project status meetings with client program manager; and work collaboratively with cross functional teams to mitigate risks for smooth systems deployment
• Define business requirements and implement additional risk controls using MISYS Summit versus an existing Algorithmics implementation for treasury front office dealing in OTC derivatives IRS & CDS
• Write business requirements for data sourcing of IRS, CDS, OTC Derivatives & wholesale instruments for Basel II and partner with technology to develop the solution for an integrated platform
Implementation, Manager, Framework, IMS, Treasury, Wholesale, Guide, Office, Testing, Automation, Deployment, Technology, Functional testing, Sourcing, Management, Test, Project Manager
2004 - 2005
job
Business Analyst
Lincoln Financial Advisors.
• Write business requirements for a web-based analytical platform enabling Financial Advisors to produce financial planning proposals integrated with Albridge Solutions data warehouse
• Incorporated Monte Carlo simulation engine for expected returns on proposed asset classes to analyze future investment performance of portfolio to meet client's needs with a high degree of expectancy
• Owned and managed end to end operations for asset classification of vendor securities reference data
• Conduct requirements gathering sessions, product walkthroughs and demonstrations with senior stakeholders and financial advisors, maintain a book of work and prioritize change requests
• Oversee and guide SIT, execute UAT for enhancements to strategic wealth management platform
• Incorporated Monte Carlo simulation engine for expected returns on proposed asset classes to analyze future investment performance of portfolio to meet client's needs with a high degree of expectancy
• Owned and managed end to end operations for asset classification of vendor securities reference data
• Conduct requirements gathering sessions, product walkthroughs and demonstrations with senior stakeholders and financial advisors, maintain a book of work and prioritize change requests
• Oversee and guide SIT, execute UAT for enhancements to strategic wealth management platform
Data Warehouse, Management, Analyst, Web, Guide
My education
2001
-
2003
University at Buffalo. Buffalo, NY, USA
Masters of Business Administration (MBA), Finance/MIS
Masters of Business Administration (MBA), Finance/MIS
1995
-
1997
University of Mumbai
Masters of Management Studies (M.M.S), Finance
Masters of Management Studies (M.M.S), Finance
1988
-
1994
University of Mumbai
Bachelors of Engineering (B.E.), Electronics Engineering
Bachelors of Engineering (B.E.), Electronics Engineering
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