Pal G

Work history

Learning Lead

J.P. Morgan Chase & Co

Bangalore

01.2020 - 08.2022

Created learning needs assessments to identify skills and knowledge gaps in collaboration with senior business stakeholders, HR business partners, and subject matter experts (SMEs).
Designed and developed comprehensive and effective blended/hybrid learning solutions, aligning functional knowledge, processes, and policies to adult learning principles and the learning culture of the organization.
Gathered input to expand the online training catalogue with diverse materials and implemented simulations, role-plays, and gamification to engage employees. Collaborated with SMEs to refine and update training resources.
Organized and facilitated the procurement and management of external vendors to design specialized training aligned with team needs and assisted managers and trainers in solving specific training problems by conducting one-on-one or group sessions.
Created and facilitated a comprehensive global training calendar and delivered blended learning sessions to employees across APAC, the EMEA and North America.
Assessed instructional effectiveness, analyzed data to determine the impact of training, monitored the success and progress of employees, and provided additional assistance in areas requiring improvement.
Developed individual learning paths for continued training.
Conducted departmental inductions for new starters, receiving positive feedback in satisfaction surveys.
Boosted employee performance, developing plans to facilitate cross-training between departments and roles.

Senior Training Manager

State Street Corporation

Bangalore

12.2017 - 01.2020

Led regional learning projects and designed and implemented a global curriculum for the Financial Reporting team to support offshore work migration with multiple stakeholder teams across APAC, UK and North America.
Guaranteed accuracy of training content by proofing and editing materials on authoring tools (Articulate)
As a Learning Partner overseeing curriculum design, communication, and training delivery across India hubs in partnership with senior and middle management
Collaborated with cross-functional teams to develop and launch over 25 new courses
Delivered engaging training on financial services and behavioural skills using creative approaches for maximum impact for employees globally across APAC, UK and North America
Assisted managers and trainers in solving specific training problems by conducting one-on-one or group sessions.
Gathered feedback to continuously improve programs
Conducted corporate inductions for new starters, receiving positive feedback in satisfaction surveys.
Created and distributed training calendars and collated participant and trainer information to streamline learning operations and ensure smooth delivery
Organized learning fairs, speaker engagements and other initiatives to boost employee engagement and foster a learning culture
Served as Communications Lead on multiple projects
Managed the LMS support team, achieving over 4 out of 5 in customer satisfaction ratings, reducing resolution time.

Business Process Consultant, Officer

Northern Trust Corporation

Bangalore

09.2015 - 10.2017

Supported the implementation of a new Fund Accounting tool (FIS Invest one Enterprise, previously a SunGard product), resulting in a decrease in support queries and saving the company annually
Developed an extensive knowledge base for the Business Process Analyst Team, resulting in an increase in first-call resolution and reducing resolution time by 40%
Collaborated throughout systems development lifecycles, from requirements gathering to production releases.
Led the implementation of new Exception Management Rules monthly, resulting in enhanced exception management on mutual fund reporting
Led and ran the knowledge management initiative for the product support group, supporting the fund accounting team, product training team and control and due diligence team
Organize and calendarize peer evaluation, train-the-trainer and knowledge-sharing sessions to stay up-to-date with industry trends and emerging technologies in learning management, and brainstorm regularly about incorporating them into our internal solutions
Documented process flows and implemented requirements for functional improvements.
Reviewed files, records, and historical data to obtain the required business information for development requests.

Training Consultant, Officer

Northern Trust Corporation

Bangalore

11.2010 - 09.2015

Spearheaded global curriculum design and delivery for a new offshore location, conducting needs assessments, gap analyses, and evaluations that informed the creation of customized training programs with specific program objectives to support 150+ employees in the first year in multiple offshore locations
Managed LMS-based learning community and curriculum management, facilitating functional training programs for 800+ employees across Asset Servicing teams on topics of equities, bonds, funds, hedge funds, etc. to learners across APAC, UK, and North American office locations
Collaborated with senior management and business units to design and implement a comprehensive learning curriculum for the Fund Services Training team in APAC, resulting in an overall increase in employee engagement and retention
Led and ran knowledge management initiatives with production support groups - to identify new training needs and/or changes to existing training curriculum based on error analysis. For instance: Learning from Past learning series
Build and maintain content and curriculum—baseline, intermediate and advanced—for different audience groups
Incorporate assessment tools to conduct training evaluation—both employee-level assessment and program-level assessment to build the departmental training requirements
Business Travel opportunities to Manila, Philippines and Limerick and Dublin, Ireland to hire, train and engage with colleagues as part of the project requirement and resource management.
Managed the LMS-based learning community and curriculum management, including tracking completion rates and generating monthly dashboarding reports for training performance metrics
Improved the reporting timeline by reducing it from a 10-day ETA to a 2-day ETA
Maintain and manage internal department and external class training records as part of the analyst-senior analyst learning curriculum
Managed LMS-based learning community and curriculum management, facilitating functional training programs for 800+ employees across Fund Accounting, Financial Reporting, and other Regulatory Reporting teams.

Analyst

Northern Trust Corporation

Bangalore

05.2009 - 11.2010

Preparation of the financial statements for the clients in accordance to IMA SORP Standards, which includes Portfolio Statements, Statement of Net Assets, Statement of Change in Net Asset shareholders or unitholders, Balance sheets, and Distribution Tables
Proofing (Long forms and Short Reports) of Accounts prepared into company annual and semi-annual reports showing the performance and the holding of the funds for the shareholders
Preparation of Distribution letters at the pay date of the fund to provide distributions and re-investment amounts to the Trustees
Handling client and auditor-specific queries on the funds provided
Facilitate the accurate and timely submission of reports and funds transfers to investors as specified in the servicing agreement
Assisting NAV teams in journal postings based on UK GAAP
Promoted to the Training Team to set up a training function for financial reporting teams and support new hire onboarding across fund administration.

Financial Market Analyst

Reuters Private Ltd

Bangalore

02.2006 - 08.2007

To update forecasts in a timely and accurate manner for a cross-section of industries and countries
Perform detailed analysis for the forecasts of a given ticker and exclude brokers that are on a minority basis
Entered data into various databases with consistency and accuracy.
Provide prompt and clear responses to internal and external client queries.

Process Executive

Infosys BPO (Progeon) Ltd

Bangalore

06.2005 - 02.2006

Responsible for creating and reviewing of Yahoo's Sponsored Search results, the core of Yahoo!'s business
Identifying how Content Solutions impacts other departments across the organization
Responsible for the quality of these search results and placing them online
Hence, they serve a critical role to the success of our organization
Reviewing advertiser-submitted search listing submissions to ensure quality and compliance with our editorial guidelines
Reviewing and placing SLs online using a tool called EPS (Editorial Processing System)
Maintaining quality for full\standard\optimize and managerial reviews.

Summary

Overview

Work history

Learning Lead

Senior Training Manager

Business Process Consultant, Officer

Training Consultant, Officer

Analyst

Financial Market Analyst

Process Executive

Education

Master of Science - Business Psychology

Master of Business Administration - Finance

Skills

Accomplishments

Interests

Languages

Timeline

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