Summary
Overview
Work history
Education
Skills
References
Timeline
Generic

Dipti Bharwada

London,UK

Summary

Over 18 years of experience in global financial markets, specializing in Middle Office operations, Client Services, and Operations Leadership across FX, Rates, Commodities, Credit and Equities. Demonstrated success in collaborating with clients and cross-functional teams to enhance product delivery and testing processes. Proficient in systems including Clarion (OMS and PMS), Traiana, Murex, Bloomberg, Geneva, Zendesk, CTM, ICE and Markitwire, optimizing trade processing and reconciliation workflows. Currently enhancing data analytics skills in SQL, Python, and automation tools to drive operational efficiency and elevate client satisfaction.

Overview

17
17
years of professional experience
5
5
years of post-secondary education

Work history

Operations Manager / Senior Client Service Lead

Coremont LLP
London
09.2019 - 09.2025
  • Led team of 4 in London Client Service Group, managing key client relationships across EMEA.
  • Conducted client meetings with product teams, overseeing BoW items and preparing relationship packs.
  • Monitored trade flows via OMS, ensuring accurate trade capture in Murex and affirmation on Markitwire.
  • Managed downstream matching and broker confirmations through Traiana for efficient settlements.
  • Oversaw instrument setup and client onboarding while maintaining static data for STP processes.
  • Published daily P&L reports and facilitated option expiries, novations, and ICE compression.
  • Ensured compliance with regulatory policies and drove technology enhancements for operational efficiency.
  • Cultivated continuous learning culture, enhancing workforce competency levels.

Desk Assistant – Synthetic Equity, OTC Derivatives

Deutsche Bank
London
12.2018 - 09.2019
  • Facilitated booking, execution, and P&L resolution for UK, European, and emerging market trades.
  • Collaborated with finance and trading teams to ensure accurate balance sheet and P&L attribution.
  • Oversaw dividend yield enhancement, corporate actions, and stock lending operations.
  • Affirmed trades via Markitwire; resolved reconciliation issues and coordinated clearing/exchange processes.
  • Contributed to system enhancements; executed UAT testing and managed IT release schedules.
  • Developed visualisation tools for traders and analysts to monitor desk activity and assess risk.

Assistant Vice-President

Deutsche Bank
Pune, India
01.2013 - 11.2018
  • Led 25-member team in supporting hedge fund clients with portfolio swaps and post-trade processes.
  • Managed lifecycle of synthetic equity swaps, including matching, resets, expiries, allocations, and cashflows.
  • Handled exceptions and client escalations while engaging stakeholders across front-office and finance.
  • Utilised Bloomberg, ESS, Reuters, E-spear, Traiana, Unavista, and Markitwire extensively.
  • Built strong relationships with key stakeholders to drive business development opportunities.
  • Managed and coordinated multiple projects, ensuring timely delivery.
  • Oversaw performance metrics analysis which led to significant operational enhancements.
  • Enhanced communication flow for improved team efficiency by implementing regular team meetings.

Team Leader

Deutsche Bank
Birmingham
05.2008 - 01.2013
  • Managed trade lifecycle support, reconciliations, and nostro/depot breaks across 44 global markets.
  • Resolved trade discrepancies while supporting Yen clients and collaborating with SRM for solutions.
  • Provided accurate trade confirmations and settlements to facilitate front office trading activities.
  • Carried out day-to-day duties accurately and efficiently.
  • Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
  • Oversaw daily operations to achieve high productivity levels.

Education

Master of Business Administration - Finance

Institute of technology and management
India
01.2009 - 01.2011

Bachelor of Business Administration - Finance

S.I.E.S
India
03.2004 - 03.2007

Skills

  • SQL database understanding
  • Resilience in high-pressure situations
  • Continuous Improvement implementation
  • Profit and loss understanding
  • Client relationship management
  • Communication skills
  • Problem-solving
  • Knowledgeable in python
  • Financial product knowledge
  • Trade settlements handling
  • Innovative thinking
  • Thought leadership
  • Derivatives knowledge
  • Understanding of products such as FX, Rates, Credit, Commodities and Equities
  • Portfolio Management

References

References available upon request.

Timeline

Operations Manager / Senior Client Service Lead

Coremont LLP
09.2019 - 09.2025

Desk Assistant – Synthetic Equity, OTC Derivatives

Deutsche Bank
12.2018 - 09.2019

Assistant Vice-President

Deutsche Bank
01.2013 - 11.2018

Master of Business Administration - Finance

Institute of technology and management
01.2009 - 01.2011

Team Leader

Deutsche Bank
05.2008 - 01.2013

Bachelor of Business Administration - Finance

S.I.E.S
03.2004 - 03.2007
Dipti Bharwada