Abhijeet Kadwe

Accomplished Senior Technical Business Analyst, Project Manager and CFA Charterholder with over 20 years of experience delivering complex technology, regulatory and business transformation programmes across Citi, Barclays, J.P. Morgan and Credit Suisse. Extensive expertise in requirements engineering, solution design, process optimisation, data modelling, system integration and operating model transformation.

Proven track record of leading initiatives from discovery and feasibility assessment through development, testing, implementation and business adoption. Combines strong technical business analysis expertise with consulting and delivery leadership, including business case development, cost-benefit analysis, Agile delivery, stakeholder management and programme governance. Skilled at collaborating with senior stakeholders, Solution Architects and Engineering teams to shape transformation roadmaps and deliver scalable solutions.

Recognised for mentoring analysts, driving continuous improvement and leveraging SQL, Alteryx, Tableau, Jira and Confluence, with a growing focus on AI-enabled business transformation.

Principal Business Analyst | Financial Services Practice - Persistent Systems - UK

(2026-04 - 2026-09)

• Contributed to Financial Services consulting capability development, solution shaping, reusable BA assets and internal knowledge-sharing, supporting more consistent client discovery and delivery approaches.
• Explored business transformation opportunities, operating-model questions and analysis standards with practice colleagues; contributed to practice propositions and reusable consulting approaches.

Lead Business Analyst / Senior Project Manager | Extended Hours Equities Trading - Citi - UK

(2025-12 - 2026-04)

• Led early-stage discovery and multi-region stakeholder workshops for Extended Hours Equities Trading across EMEA, North America and APAC; assessed demand, scope, constraints and delivery dependencies.
• Defined business and functional requirements, end-to-end process flows and target-state operating-model options with Trading, Product, Operations, Risk, Finance and Technology stakeholders.
• Prepared cost-benefit assessments, implementation options and governance materials to support investment decisions; managed RAID, milestones, interdependencies and senior stakeholder updates.
• Mapped booking, enrichment, allocations, confirmation, clearing, settlement, reconciliation and cash/funding workflows; identified systems, data hand-offs, controls and business-readiness impacts.
• Maintained a clear view of cross-regional decisions, business impacts and hand-offs; aligned stakeholders on acceptance criteria, implementation sequencing and readiness for extended-hours trading.
• Coordinated global delivery teams through requirement clarification, UAT, issue triage and operational readiness, ensuring proposed changes aligned to practical front-to-back outcomes.

Senior Vice President | Lead Business / Data Analyst – Cross Markets Technology - Barclays - UK

(2022-07 - 2025-07)

• Led requirements discovery and solution analysis for strategic margin, collateral and risk infrastructure migration; worked with architects, developers, Front Office, Risk, Finance and Operations.
• Produced functional and data specifications, source-to-target mappings, data models, business rules and As-Is/To-Be processes; assessed integration impacts and technical delivery constraints.
• Led UAT/regression planning, test evidence, defect prioritisation and release readiness; used data analysis and controls validation to support production transition and remediation.
• Traced risk and collateral data from source through transformation to consuming applications; investigated exceptions with technology and operations teams to strengthen reconciliations and control evidence.
• Facilitated stakeholder reviews, challenged solution options, managed delivery risks and competing priorities, and mentored analysts on clear, traceable analysis artefacts.

Vice President | Lead Business Analyst / Project Manager – Credit Risk Technology - J.P. Morgan - UK

(2018-03 - 2021-11)

• Led discovery and requirements for credit-risk technology and stress-testing platforms supporting ICAAP/CCAR; translated complex valuation and portfolio analytics into deliverable functional designs.
• Shaped epics, user stories, acceptance criteria and business rules; supported backlog refinement, sprint planning, demonstrations, defect triage and release coordination with engineering teams.
• Collaborated with quantitative, product-control and technology stakeholders to clarify calculation inputs, data dependencies and downstream reporting impacts; supported release testing and issue resolution.
• Analyzed MTM, CVA, FVA, PVBP and Greeks at trade, counterparty and portfolio levels; applied Alteryx to streamline BA/data workflows and explored GenAI-assisted risk commentary concepts.

Senior BA / Data Adoption Lead – Firmwide Data Management - J.P. Morgan - UK

(2021-11 - 2022-06)

• Led a strategic party/account reference-data adoption workstream across Markets, Post Trade and Securities Services; defined data requirements, business rules, impacts and target-state standards.
• Documented data definitions, adoption risks and consumer-specific exceptions, helping stakeholders prioritise remediation and make informed migration decisions.
• Worked with architecture and engineering teams on integration, downstream consumers, migration dependencies and adoption scorecards; coordinated workshops, issues and data-quality remediation.

MMS - Finance

BE - Computer Science