Vineeta Agarwal

Capital Markets professional with 10+ years of experience delivering complex initiatives across derivatives, treasury, and capital markets within Tier-1 banking environments. Deep expertise supporting Front Office, Risk, Finance, and Operations stakeholders with technical proficiency on Calypso, CAIRO, and SecureHub platforms. Proven track record across pre- and post-trade processes, position routing, derivatives lifecycle, cash flow processing, clearing and settlement, and regulatory-driven change.

Experienced across multiple finance roles, including asset securitization, investment management, equity research, fundamental analysis, capital projects, asset valuation, and transaction execution.

CFA charterholder with Canadian Securities Course (CSC) certification and FRM Level I cleared. Skilled in financial modeling, transaction document preparation (RFQs, IMs), and financial reporting. Known for a meticulous approach and commitment to delivering high-quality results, combining technical expertise with strong business insight.

Professional Experience

Business Analyst 

TD Securities - May 2022 - Present 

• Led end-to-end business analysis for system migrations and platform upgrades across treasury, capital markets, and finance functions.
• Supported data migration initiatives by defining data requirements, validation rules, reconciliation frameworks, and UAT scenarios.
• Partnered with IT teams to translate business needs into user stories and acceptance criteria for Agile delivery.
• Coordinated UAT planning, execution, defect triage, and sign-off with business stakeholders.
• Prepared executive-ready documentation, status reports, and risk assessments for senior leadership.
• Developed process models, current-state and future-state workflows, and detailed data flow diagrams.
• Worked on asset-backed securitization and structured finance initiatives, collaborating with internal and external stakeholders.

Finance Specialist (FP&A/Advisory)

RS Bookkeeping & Accounting - Aug 2018 - Apr 2022

• Built advanced financial models to support funding decisions, scenario analysis, and strategic planning for growing businesses.
• Analyzed large datasets to support budgeting, liquidity planning, and management reporting.
• Improved reporting accuracy and timeliness through process standardization and automation.
• Delivered high-quality analysis under tight timelines while managing multiple client engagements concurrently.

Investment Specialist 

Canara Bank - Aug 2014 - Apr 2018 

• Supported finance, treasury, and capital markets teams with financial analysis, forecasting, and reporting.
• Developed enterprise and equity valuation models, scenario analyses, and investment memoranda for internal committees.
• Managed and monitored investment portfolios, adjusting strategies based on performance, risk, and market conditions.
• Engaged with internal stakeholders and external market participants, strengthening capital markets understanding and relationship management.

Education & Certifications

MBA (Finance)

Bachelor’s Degree in Accounting

CFA Charterholder

IIBA-CBAP / CCBA (Preferred – Open to Pursuing)

Technical Skills/ Tools

Analysis & Data: Advanced Excel, SQL (working knowledge), Tableau / Power BI (exposure)

Delivery Tools: Jira, Confluence, MS Visio

Systems & Concepts: System implementation lifecycle, APIs (conceptual), data governance, data migration controls

Financial Systems: Treasury platforms, accounting systems, valuation and reporting tools