Reema Shah

Mass Mutual Life Insurance Company

Barings Enterprise Alignment with MassMutual

• Lead compliance workstream within BEAM program, carried out in-depth business analysis, seeking areas for
  improvement and identifying targeted development strategies to implement pre trade compliance workflow.
• Streamlined processes to increase efficiency, enabling teams to complete tasks ahead of schedule.
• Collaborated with management to identify and prioritize new development tasks.
• Managed complex projects from inception through completion, delivering high-quality results within tight deadlines.
• Served as a liaison between technical experts and business stakeholders to ensure alignment on project objectives and deliverables.
• Enhanced team performance by providing expert guidance on critical projects and strategic initiatives.
• Delivered pre-trade compliance on Aladdin BlackRock platform and eliminated completely manual workflow for MassMutual Compliance team resulting in significant process change and improving productivity by 50%.
• Acted as Subject Matter Expert to implement Derivatives Order Management platform and work alongside OMS lead to design and implement Order Management workflows on BlackRock Aladdin platform.
• Oversee BA tasks such as define new business process for compliance team, define roles and responsibilities between MassMutual and Barings compliance process, requirements gathering, implementation, testing, created compliance SLA between Barings and MassMutual to ensure smooth day to day running for both organizations and documentation.
• Foster collaboration with stakeholders and cross-functional teams, including BlackRock client implementation team, Barings Compliance
  team, testers, and change management, ensuring alignment with evolving business needs.
• Organize regular workshops to test new workflows, risk/notional based limits and, trader and workflow rules within Aladdin.
• Support project planning, status tracking and reporting to senior leadership.
• Facilitate pricing and product validation to ensure pre-trade checks are working effectively.
• Optimized processes and organization structures to facilitate maximum profitability.
• Handled complex problems and issues by understanding root causes and implementing solutions.

Derivatives EcoSystem Transformation Program

• Lead and implement trade workflows & structure exotic equity options alongside portfolio management, traders to implement workflow and business process for OTC Derivatives for MassMutual Derivatives Operations.
• Automated workflows for Equity Options, Swaps, Cross currency swaps using excel uploader tools significantly reducing time to market and process trades within Calypso.
• Implemented and tested Calypso as trade execution platform full integrated with Markitwire and FXALL
• Conducted training sessions for portfolio managers, traders and middle office managers to roll out new workflows for front and middle office desks.
• Provided analytical support for new product development and programme implementation.

Finastra IBOR Transition Program

• Participated in pre-sales program to implement and sell IBOR transition package for treasury business on Kondor + platform alongside Finastra pre-sales team targeted at Treasury banks to enable compliance with IBOR transition and regulatory deadlines.
• Created a packaged solution with G5 currencies included in scope for migration package from IBOR to RFR.
• Created project plan, scope document, project phasing and timelines, team structure, effort estimations, hire new candidates and negotiate and discuss plan with prospects.
• Worked with Finastra product team to define rate definition configurations, curve construction, mapping product curves, design and define market data feed imports from Bloomberg
• Provided ability to book trades in different asset classes that reference new RFRs and generate correct postings / information of daily interest accruals as well as coupon payments at a trade level.
• Performed impact analysis on asset liability mismatch, hedging strategies, risk modelling, valuation tools, product design and customer communication
  Designed and tested trade migration tool to migrate trades from legacy rate to RFR across impacted asset classes
• Prepared product questionnaire for clients to easily understand impacted areas of business and perform due diligence to assess and address overall areas of concern.

Orchard Global Asset Management

• Led cross-functional teams to successfully execute complex projects within scope, budget, and timeline constraints.
• Developed and implemented new processes to aid automation across workflows.
• Lead business analysis stream, manage a team of 4 BAs, establishing task priorities, timelines, and milestones with stakeholders.
• Worked directly with senior stakeholders, CTO and portfolio managers and delivered in high pressure environment with very tight timelines
• Implemented trading platform for rates and credit desk, configured Calypso as a golden source for market data including design and configuration of credit curves, correlation calibration matrices, migrated of rate curves from excel to Calypso and validated curve data between Calypso and Bloomberg.
• Implemented CLO onboarding platform including trade execution, pricing, and lifecycle processing for CLO trader & integration with Bloomberg VCON and data license integration
• Created and validated risk dashboards and implemented nonparallel stress shocks and scenarios
• Created custom monitoring tools for client to handle market data exceptions and succession events
• Proficient in SQL, performed analysis of large amounts of data and investigated stored procedures written in oracle SQL.

ICBC Standard Bank

• Implemented & automated trade and settlement process flows for bank's operations business away from manual processes to Calypso back office platform, resulting into significant cost savings due to introduction of straight through processing.
• Conducted workshops with head of operations and walkthrough of design solutions
• Designed migration process of settlement flows from Calypso version 10 to version 15
• Writing BRD's and getting sign offs from business
• Calypso SME for EMIR Level 3 regulation project implementation for collateral reporting with key responsibilities to report margin numbers for CSA, OTC contracts for commodities and fixed income desks
• Participated in industry working groups and gather industry consensus on reporting requirements on excess and VM calculations
• Built design logic for calculation of excess margin held by bank based on regulatory requirements for OTC and LCH, ICE Cleared contracts
• Delivered final solution for collateral business and received final sign off on margin numbers from respective department heads on solution before go-live.

CALYPSO TECHNOLOGY INC. London

Allied Irish Bank, Dublin (From June 2016 – October 2016)

Worked as front office Business Analyst on Calypso Implementations for Treasury Upgrade Project. Provided solutions to treasury desk by designing implementation and testing of exotic structured flows pay offs within Calypso including pricing, risk, and P&L.

DANMARKS NATIONALBANKEN, Copenhagen (From February 2014- June 2016)

· Worked as front office Business Analyst on Calypso Implementations and subject matter expert on pricing, risk, and Cross Asset P&L Analysis.

· Successfully migrated interest rate, cross currency curves from single curve regime to multi curve framework.

· Implemented and validated historical VaR numbers. Developed custom solutions for risk-based duration measures and key rate durations for fixed income and money market portfolio.

· The implementation of trade data capture and pricing for fixed income products including bonds and swaps. Configuration and set up of risk and compliance reports, risk and PL computations and aligned the product configuration to bank business objectives. Implemented risk-based limits for bank.

BUY SIDE SUBJECT MATTER EXPERT

COMAC CAPITAL, SPINNAKER CAPITAL, JAMES CAIRD ASSET MANAGEMENT COMPANY, PAMPLONA CREDIT OPPORTUNITIES FUND, LETTERONE, LONDON (November 2008- December 2014)

· Worked as a Subject Matter Expert on risk and P&L, risk, credit derivatives, equity derivatives, fixed income products and exchange traded products including futures and equities.

· Worked with product management teams to ensure the right product functionality feedback from customers is understood by Product teams.

· Managed and supported >50 clients across the board and geographical regions.

· Managed and mentored a team of 3-4 Business Analysts. Key responsible person to deal with escalations from customers and senior management for support issues.

· Implemented fixed income, equity, credit derivatives for buy side clients with a strong ability to translate business requirements into software solutions for trading desk and risk managers.

· Identified gaps and translated business requirements into software specifications.

· Provided analytical support for new product development and programme implementation.

· Worked with end users to test the implementation, achieve signoff (UAT), and continue to move the system toward go-live.

· Optimized processes and organization structures to facilitate maximum profitability.

· Interfaced with client leads and became trusted advisor or confidant to client.

· Responsible for training users on effective use of the system, new functionalities. Conducted webinars for customers to enhance their Calypso experience and making them aware of the new functionalities developed in latest Calypso versions.

• Broad experience in Back and Middle Office processes focusing on the global exchange-traded derivatives, equity and equity options marketplace.
• Preparation of Business Specification and Functional Specification documents to support Record Keeping System (RKS).
• Provided and documented solutions to issues raised on behalf of users through analysis of equity/derivative deal and market data, process logs, data interfaces.
• Conducted knowledge sharing sessions on new enhancement and addressing queries on the same and attend BS and FS review meetings