Navid Shojaei

Provided direct operational support to trading and Treasury desks, overseeing daily trade capture, validation and reconciliations across multiple asset classes. Monitored high‑volume trade flows, identifying breaks and driving root‑cause resolution across FO/MO/BO systems.

Built

Python and VBA automation reducing manual processing time by 60%, improving scalability and control.

Risk & Data Operations - Scotiabank, London - London

(2023-12 - 2026-04)

• Provided direct operational support to trading and Treasury desks, overseeing daily trade capture, validation and reconciliations across multiple asset classes.
• Monitored high‑volume trade flows, identifying breaks and driving root‑cause resolution across FO/MO/BO systems.
• Built Python and VBA automation reducing manual processing time by 60%, improving scalability and control.
• Managed lifecycle events, settlements oversight and exception queues, ensuring timely and accurate processing.
• Acted as the technical point of contact for the trading floor, delivering rapid data‑driven solutions.
• Developed Power BI dashboards to enhance visibility of trade flows, operational KPIs and risk metrics.
• Strengthened operational controls and data governance, improving data quality and reducing operational risk.
• Supported regulatory processes including CASS, ensuring compliant and timely submissions.

Data Management & Analytics - Freelance Consultant

(2023-04 - 2023-12)

• Delivered automation and data‑quality solutions for trading and risk teams.
• Built SQL/VBA workflows for market data, pricing datasets and reconciliation processes.
• Designed control dashboards improving oversight of trade and market‑data pipelines.

Middle Office Analyst – Trade Control, Risk Reporting & Data Quality - Credit Agricole CIB, London - London

(2022-03 - 2023-02)

• Performed daily trade capture checks, FO validation and discrepancy resolution across derivatives and fixed income.
• Managed position reconciliations, lifecycle events and break resolution across FO, Risk and BO systems.
• Oversaw failed/alleged trades, coordinating with brokers and counterparties to ensure timely settlement.
• Built VBA/SQL automation tools for reconciliations, data‑quality checks and failed‑trade monitoring.
• Produced and validated daily VaR, credit risk and exposure reports.

Data Modelling & Controls - Freelance Consultant

(2020-01 - 2021-12)

• Developed automation and control tools supporting risk reporting and data governance.
• Built extraction workflows and automated reconciliation processes for large datasets.

Operational Risk – Contract - Bank ABC (Arab Banking Corporation)

(2019-01 - 2019-09)

• Enhanced risk reporting across VaR, market risk and liquidity risk.
• Built SQL/VBA‑based reconciliations and automated reporting solutions.
• Supported regulatory processes and operational risk frameworks.
• Investigated discrepancies and coordinated resolution across risk and operations teams.

Business Analyst – Risk Reporting- Contract - Baring Asset Management

(2018-01 - 2018-04)

• Delivered investment risk and performance reporting across UCITS funds.
• Produced stress tests, scenario analysis, VaR and liquidity risk outputs.
• Automated reporting processes using SQL, FactSet and BarraOne.

Risk Management Analyst - Vanguard Investment Management

(2015-10 - 2017-01)

• Supported EMIR/MiFID II processes, trade confirmations and reconciliations.
• Managed daily settlements and trade support across asset classes.
• Worked with Bloomberg, Aladdin, Charles River and ETF systems.
• Acted as Scrum Master using Agile/Kanban methodologies.

Developer / Risk Reporting Analyst - AXA & L&G Investment Management

(2012-10 - 2015-03)

• Developed in‑house risk systems, VaR matrices and automated statistical processes.
• Delivered MI reporting and operational risk solutions for front‑office teams.
• Supported production systems and incident resolution.

MSc - Investment & Risk - University of Westminster

BSc - Computer Science - University of Hertfordshire