Shyam Kshirsagar

Business Analyst with 15 years of experience in Investment Banking and Asset Management, specializing in capital markets, data operations, and change management. Skilled at bridging business and technology, analyzing requirements, managing stakeholders, and driving process and system enhancements to improve efficiency and data quality. Career began in data operations (reference data, pricing, reporting), progressed into leadership roles, and now focused on business analysis—translating requirements into technical solutions and delivering scalable process improvements.

Open to senior opportunities in Business Analysis, Capital Markets, and Asset Management to drive transformation and data-driven decision-making.

Business Analyst at UBS Business Solutions India Pvt Ltd (2023-01 – Present)

• Identified gaps in existing system logic, analyzed data sets, raised GitLab tickets for enhancements, and performed UAT regression testing.
• Led the POD team for transition, migration, and enhancement projects.
• Established and maintained securities, managed mandatory market changes, and validated/updated security prices.
• Leveraged Copilot to streamline data analysis, draft communications, capture meetings/trainings, generate invites/notes, decode scripts, identify gaps, and suggest AI-driven solutions.
• Created SOPs, functional documents, vendor inventory records, task lists, and other operational documentation.
• Participated in process migration projects, handling end-to-end responsibilities including documentation, setup, validation, and transition support.
• Prepared dummy trade transactions, monitored and uploaded scheduled data files, ensuring accuracy.
• Automated BAU activities using VBA macros for corporate actions, data fetching, and pricing reports.
• Managed Outlook email requests and escalations, collaborating with global onshore teams, and raised queries to consumers for resolution.
• Trained the Data Services team on enhanced procedures and processes.

Assistant Manager at Infosys BPM Ltd (2020-08 – 2023-01)

• Conducted process migrations and developed SOPs.
• Established and maintained new securities, processing mandatory changes on Eagle Pace and inhouse applications.
• Validated and analyzed security prices, ensuring updates aligned with data sources.
• Managed team operations, reviewed performance and reported to senior management.
• Monitored workflows, jobs, executed OLAP, QA, and SDM reports.
• Analyzed instrument-level and fund-level data using SQL queries for front-end website reporting.
• Escalated technical and production issues to the Production Tech Team for timely resolution.
• Processed corporate action events in the Market Data Center, ensuring accurate and timely updates.
• Conducted one-on-one meetings with team members for performance reviews.
• Allocated daily BAU tasks within the team, ensuring efficient workload management.

Analyst at BNY Mellon International Ops India Ltd (2014-11 – 2020-08)

• Established and maintained financial instruments on BNY custody and account platforms.
• Executed STP trades and events for corporate actions, trade and income teams.
• Validated and analyzed security prices, updating them according to data sources.
• Validated vendor feeds for accuracy of financial instruments data, addressing exceptions promptly.
• Created SQL queries and developed VBA macros to automate data analysis and validation tasks.
• Provide process training and mentoring to new team members.
• Handled Escalation queries and provide solutions on it.
• Involved in automation to develop tools.
• Perform 2 and 4 eyes quality checks daily production.

Data Executive at CompSoft BPO India Pvt Ltd (2012-02 – 2014-08)

• Established fixed income instrument in client database system.
• Amended client database using final term and prospectus.
• Divided and allocated tasks among team members.
• Supported team by resolving queries and facilitating discussions.
• Updated coupon rate in database periodically.
• Processed CA events for early and final redemption.
• Conducted training sessions for new team members.
• Extracted data from various stock exchange websites.

B.sc BIS in Bachelor of Science in Information Systems – Yashwantrao Chavan Maharashtra Open University (2010)

HSC in Commerce – Maharashtra State Board (2007)

SSC – Maharashtra State Board (2005)