Business Analyst Capital Markets

Avinash Bakwad

Agile Business Analyst Change Management - Capital Markets, Risk CBAP Appearing

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INTERNAL

Role Lead Business Analyst / Agile Business Analyst Email ******.*******@*****.*** Current Location Mumbai, Pune Contact +91-915**-***** Skills

Tools

Profile Summary

Education: Completed Bachelor's in Engineering and two years of full-time post-graduation studies in Finance (MBA)

Certifications: Trained Business Analyst from TrainSmart Academy and SCRUM Certified Product Owner

(CSPO®), CBAP appearing

Experience: Over 14 years of experience in Capital Markets, Investment Banking, and Asset Management, with 8 years focused on Business Analysis, Change Management - Capital Markets and Risk

Skills: Proficient in Requirement Gathering, BRD and FRD creation, Wire Frames, Traceability Matrix, and Functional Testing Scenarios creation

Methodologies: Experienced in Waterfall, Iterative, and Agile methodologies, with involvement in UAT and end-user training

Domain Knowledge: Comprehensive understanding of FX, Equity, Fixed Income, Derivatives, and their respective trade life cycles

Professional Background: Formerly at Credit Suisse and Deutsche Bank, with international client engagement experience in Sydney, Australia

Professional Experience

1.

Company Name: HSBC Technology, Pune

Designation: Lead Business Analyst (April 2022 - Present) Role: Business Analysis

• Stakeholder Management: Stakeholder Mapping in various areas of the project to identify Key Stakeholders and Effective Communication Methods based on their roles and responsibilities and geographies

• Requirements Management: Assist Product Owners and/or Project Managers in identifying, gathering, and categorizing project requirements to ensure clarity and alignment with stakeholder needs

• Risk & Governance: Keep a track of Risk and Regulatory Compliance attributes in the view of project execution and delivery

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INTERNAL

2.

Company Name: L & T Infotech, Mumbai

Designation: Functional Consultant (April 2020 - April 2022) Role: Business Analysis

• Stakeholder Identification, Analysis, and Categorization: Utilize the RACI matrix to effectively identify, analyze, and categorize stakeholders based on their roles and responsibilities

• Requirements Management: Support Product Owners/Project Managers in identifying, gathering, and categorizing project requirements to ensure clarity and alignment with stakeholder needs

• Elicitation Outcome Capture and Requirements Validation: Document outcomes of elicitation methods to ensure comprehensive understanding and validate requirements for accuracy and completeness

• Gap Analysis and Requirements Baseline: Aid Development Teams in analyzing gaps between current and desired states, establish baseline for requirements to guide development efforts

• UAT Coordination: Coordinate User Acceptance Testing (UAT) activities with business stakeholders, release management to facilitate smooth deployment of high-quality products 3.

Company Name: Glorzient Technologies Pvt Ltd, Pune Designation: Freelance Consultant (Sep 2019 - Feb 2020) Role: Pre-Sales & Business Analytics

• Pre-sales consulting, requirement gathering, elicitation

• Conducting Scope Analysis, requirement validation 4.

Company Name: Credit Suisse Business Analytics, Mumbai Designation: Sr. Market Risk Analyst (July 2017 - July 2019) Role: Techno-Functional: Market Risk Analytics

• Risk Metrics Management: Validate, report, and manage data for risk metrics, ensuring accuracy and compliance

• Governance Support: Contribute to governance forums and support the testing of risk models to maintain regulatory compliance

• Requirements Refinement: Assist Business Analysts/Project Managers in refining requirements outlined in Scope documents for clarity and alignment

• Data Analysis: Analyze challenges related to data in new market risk methodology changes to ensure smooth transitions

• Testing Coordination: Coordinate Sanity Testing and User Acceptance Testing (UAT) with stakeholders to ensure product quality and user satisfaction 5.

Company Name: Deutsche Bank Operations India Pvt Ltd, Pune Designation: Analyst - Investment Banking (May 2015 - June 2017) Role: Asset Management Operations - Reporting

• Exception Handling: Addressing exceptions stemming from Trades, Corporate Actions, and various Asset Classes including Equity, Fixed Income, Derivatives, and FX

• Functional Reporting: Reporting functional irregularities and managing technical fixes through thorough GAP analysis

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• UAT Testing and Signoff: Responsible for testing systemic changes in the UAT environment and providing signoff for implementation in the Live environment

• SDLC Support: Assisting Development and Testing teams throughout the Software Development Life Cycle (SDLC) to resolve issues, queries, or conflicts

• Documentation and Training: Testing systemic changes in the UAT environment and documenting procedures, while also facilitating procedural training for colleagues 6.

Company Name: BNY Mellon India Pvt Ltd, Pune

Designation: Executive – Operations (April 2013 - May 2015) Role: Custodian Services Reporting

• Exception Resolution: Responsible for accurate, timely resolving exceptions arising out trades and corporate actions with collaboration across global asset management teams

• Exception Management: Managing and communicating exceptions to ensure accurate and timely resolution

• Process Analysis & Documentation: Analyzing Straight Through Processing possibilities and documenting Standard Operating Procedures (SOP)

• Requirement Documentation: Documenting requirements and various test case scenarios 7.

Company Name: Ethosh Designs Pvt Ltd, Pune

Designation: Business Analyst – Pre sales (March 2012 - Feb 2013) Role: Requirement Gathering and Analysis

• Customer Engagement: Conducting meetings with customers to capture detailed business requirements, Pre Sales

• Requirement Analysis: Analyzing business requirements to ensure clarity and feasibility

• Requirement Documentation: Documenting user requirements, including assisting in the creation of Business Requirement Documents (BRD)

• UAT Preparation: Collaborating with stakeholders to plan UAT roadmap

• End User Training Support: Assisting in end user training to ensure successful implementation and adoption of new solutions

Educational Qualification

PGDM Finance, 2009-2011

MIT School of Business, Pune

B.E. Electronics & Telecommunications, 2000-2004

MGM’s College of Engineering, Nanded

Personal Details

Language Known: English, Hindi, Marathi

Present Address: Vile Parle (E), Mumbai - 400057, Maharashtra.

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