Business Analyst — Calypso Back Office | Associate III at Apex Fund Services (2021-10 – 2025-11)
Acted as Calypso Back Office Functional SME — led BRD, FRD, and functional specification delivery for trade processing enhancements across Securities, FX, Money Market, and OTC Derivatives. Acted as SME for Fixed Income and Cash Financing solutions across global projects. Worked closely with Front Office, Risk, Finance, and Operations teams to define target operating model. Managed end-to-end trade lifecycle for Bonds, Repo, and Collateral products.
- Led requirement elicitation workshops with business users, Product Owners, and technology teams; prepared detailed BRDs, FRDs, and Agile user stories with acceptance criteria
- Performed gap analysis between existing Calypso capabilities and business requirements — identifying configuration vs. customization needs to avoid unnecessary development
- Worked extensively on Vesper/Martini platforms to support cash financing, repo, and collateral management workflows
- Conducted UAT planning and execution: test case preparation, defect triaging, resolution tracking, and stakeholder sign-off through to go-live
- Reduced manual interventions by 25% through systematic process improvement — root-cause analysis, workflow redesign, and Calypso configuration fixes
- Managed middle-office functions including NAV valuation, P&L reporting, collateral reporting, and asset pricing via Bloomberg for global fund clients
- Led corporate action processing (mandatory and voluntary) across multiple asset classes; ensured accurate entitlement calculation and settlement
- Used SQL queries to validate trade, accounting, and reconciliation data in Calypso — supporting root-cause analysis and regulatory reporting
- Participated in Agile ceremonies: Sprint Planning, Backlog Grooming, and Retrospectives; maintained JIRA backlog and Confluence documentation
Senior Analyst — Fund Operations & Capital Markets at BNY Mellon (2018-03 – 2021-09)
Reduced cash and position reconciliation break's by 20% using Smart Stream TLM and Calypso through systematic root-cause analysis and configuration fixes.
- Collaborated with technology teams to enhance Vesper/Martini functionalities and support system integrations
- Supported projects involving Vesper/Martini platforms for cash financing and collateral workflows
- Collected and analyzed business requirements from stakeholders
- Supported trade lifecycle processes and issue resolution
- Worked on reconciliation processes and identified data gaps
- Assisted in UAT and validation of system enhancements
- Finalized NAV for hedge funds, mutual, and commingled funds with accuracy and strict timeliness — daily and monthly reconciliation against investment manager records
- Supported trade lifecycle management for Securities, Money Market, FX, and OTC Derivatives — front-to-back coverage including confirmation, settlement, and reconciliation
- Assisted in Calypso workflow configuration and settlement processing enhancements aligned with business requirements
- Priced securities and verified corporate action events using Bloomberg across equities, fixed income, and derivatives
- Coordinated with QA team for complete test case coverage; trained and mentored new associates to improve team efficiency
Senior Analyst — Corporate Actions & Fund Operations at AXA Business Services (2016-08 – 2018-02)
- Processed mandatory and voluntary corporate action events (dividends, mergers, rights issues, tender offers) for hedge, mutual, and commingled funds using CATS2 system
- Calculated cash and stock entitlements; validated shareholder instructions for voluntary events; coordinated with portfolio managers, custodians, and reconciliation teams
- Conducted training sessions for new associates — enhancing team knowledge and improving onboarding efficiency across corporate action processes
Analyst — Reconciliation & Trade Operations at State Street HCL Services (2014-12 – 2016-07)
- Executed daily cash and position reconciliations across equities, derivatives, swaps, hedge funds, and fixed income using TLM and Mainframe systems
- Priced funds (equity, IRS, CDS, FX, fixed income) per investment manager reports; performed shadow reconciliation to align IM and custodian balances
- Mentored new hires, reviewed deliverables, and provided performance feedback to improve team output and accuracy
