Summary
Overview
Work History
Education
Skills
Academic Overview
Timeline
Generic

Sabitha Menezes

New Malden,KTT

Summary

AI/ML program manager with extensive experience at JPMorgan Chase, successfully leading initiatives that resulted in a 75% reduction in manual processes. Proficient in product management and process optimization, utilizing analytical skills to enhance operational efficiency. Demonstrated ability to drive impactful solutions through effective team leadership.

Overview

10
10
years of professional experience

Work History

VP, AI/IA Transformation Lead, Hexagon - IC

JPMorgan Chase
London
04.2023 - Current
  • AI / IA Program Lead (current) liaison for the Data Scientists and businesses to architect reusable solutions to reduce redundant tasks and decrease risks
  • Transformation lead for Instruction Capture Efficiency Stream (current) across all lines of business with the goal of automating and optimizing upstream and downstream processes to reduce manual effort by 75%
  • Lead strategic global projects to operationalize AI/ML solutions, resulting in financial savings and risk reduction
  • Collaborate with research, design, engineering, and technology teams to develop bespoke AI solutions that are high-performing and scalable
  • Lead the Gen AI review for program level governance with Risk, Compliance, Legal teams to successfully implement an AI solution for Custody operations resulting in efficiency save in phased manner.
  • Advise on and lead the development of multiple programs, ensuring alignment with business strategy and objectives, meeting multiple deadlines cross complex initiatives
  • Design and implement operating models, ensuring compliance with governance and risk requirements.
  • Analyse data and processes to identify opportunities for digital transformation and scaling AI solutions.
  • Develop metrics and reporting for programs, engaging senior management with updates and risk assessments
  • Product Manager, Ex-LOB Instabase champion (SSOps): strategic focus on enhancing operational efficiency and streamlining processes through the deployment of Instabase solutions
  • Lead the product lifecycle activities including use case discovery, ideation, strategic development, requirements for Instabase AIhub POC and maintained a product backlog to support overall strategic road map and value proposition
  • Identified opportunities for process improvements and automation within SSOps, leveraging Instabase technology to reduce manual tasks and enhance data accuracy. This resulted in increased productivity and cost savings across the organization.
  • Lead the implementation of Instabase projects within SSOps, ensuring alignment with organizational goals and seamless integration across multiple LOBs. This involved coordinating with cross-functional teams to define project scope, objectives, and deliverables.
  • Managed relationships with external vendors, ensuring that service level agreements (SLAs) were met and that vendor solutions were effectively integrated into existing systems. This included contracts review, monitoring vendor performance, and addressing any issues that arose.

AVP (PM), Custody Operations

JPMorgan Chase
Bangalore
06.2017 - 03.2023
  • Delivered FAX Automation program for Custody operations, utilizing the Instabase tool to capture client instructions, resulting in an efficiency save equivalent to 10 FTE
  • Managed a team of 7 HC responsible for fax authentications, ensuring accuracy and compliance in processing client instructions
  • Established metrics and KPIs to track the success of Instabase projects, providing regular reports to senior management on project outcomes and areas for improvement.
  • Collaborated with esteemed CFT/CSAM to manage client-specific nuances, ensuring seamless execution and timely delivery of time-sensitive wire transfers.
  • Work closely with the fraud team to escalate issues and liaise with client contacts for payment confirmations, ensuring stringent control over payment flows and trade bookings.

Operations analyst, Custody Operations

JPMorgan Chase
Bangalore
06.2017 - 03.2023
  • Managed securities transactions for global market servicing for 32 clients, including Fidelity, Morgan Stanley, Blackrock, and Vanguard.
  • Processed instructions for trades, foreign exchanges, and account and payment transfers.
  • Interfaced with clients and service administrators to ensure efficient data flow using internal query management tools.
  • Generated and reviewed reports, and evaluated failing trades through local and security systems.
  • Managed trade amendments and cancellations, and monitored trade status and unverified status.
  • Resolved client queries before trade processing and followed up to engage clients.
  • Performed cash management, processed securities, maintained records, and handled margin-related activities.
  • Conducted training programs for new recruits on cosmic and customer service workstations.
  • Anticipated and met internal client needs, ensuring high-quality service delivery as per SLAs.
  • Developed initiatives for team and individual recognition.

Business analyst/PM

Fidelity Investments
Bangalore
10.2015 - 05.2017
  • Managed and documented requirements for Fidelity mutual funds and related data, ensuring accurate setup and processing to meet compliance and operational standards.
  • Collaborated with clients, payroll vendors, and partners to establish electronic data communication links, enhancing data flow and operational efficiency.
  • Performed comprehensive analysis for projects, including enrolment and system fixes, ensuring proper implementation.
  • Worked with clients to clarify data needs and coordinate system configurations and interfaces, ensuring seamless integration and functionality.
  • Provided technical support for payroll issues and coordinated testing processes, recommending changes as needed to improve system reliability.
  • Oversaw payroll conversion schedules, managed data clean-up, and established feedback files to ensure accurate and timely payroll processing.
  • Managed fund establishment, maintenance, and portfolio activities, implementing system enhancements and conducting testing to optimize performance.
  • Analysed data to capture business requirements and troubleshoot technology gaps, driving improvements in system functionality and user experience.
  • Conducted research and analysis to support investment cycles, performed audits, and addressed risks in investment data to safeguard assets and ensure compliance.
  • Participated in Master Data Management (MDM) migration projects internationally, contributing to global data consistency and integration efforts.
  • Developed Business Continuity strategies to minimize disruptions, ensuring operational resilience and preparedness for unforeseen events.
  • Collaborated on fund setup and market research, providing analysis for Portfolio Maintenance and supporting ad-hoc requests to meet client needs and market demands.

Education

PMP -

PMI
London, UK
05-2025

XLRI - Project Management Professional

XLRI
01.2018

MBA - Fin & HR

Surana College
Bangalore
01.2009

BSc -

SJVP College
Harihar
01.2007

Pre University Certificate -

SJVP College
Harihar
01.2004

Senior Secondary Certificate -

Maria Nivas High School
Harihar
01.2002

Skills

  • AI/ML program management
  • Product management
  • Project analysis and implementation
  • Custody operations management
  • Vendor management
  • Process optimization
  • Confluence and JIRA
  • Lucidchart and Mondaycom
  • Microsoft Office suite proficiency
  • Project management software expertise
  • Machine learning applications
  • Digital transformation strategies
  • Operations management skills
  • Team leadership

Academic Overview

  • PMP, 12/31/25, 35 PDUs obtained, completion due 2025
  • Project Management Professional, 12/31/18, XLRI
  • MBA (Fin & HR), 12/31/09, Surana College, Bangalore
  • BSc, 12/31/07, SJVP College, Harihar
  • Pre University Certificate, 12/31/04, SJVP College, Harihar
  • Senior Secondary Certificate, 12/31/02, Maria Nivas High School, Harihar

Timeline

VP, AI/IA Transformation Lead, Hexagon - IC

JPMorgan Chase
04.2023 - Current

AVP (PM), Custody Operations

JPMorgan Chase
06.2017 - 03.2023

Operations analyst, Custody Operations

JPMorgan Chase
06.2017 - 03.2023

Business analyst/PM

Fidelity Investments
10.2015 - 05.2017

PMP -

PMI

XLRI - Project Management Professional

XLRI

MBA - Fin & HR

Surana College

BSc -

SJVP College

Pre University Certificate -

SJVP College

Senior Secondary Certificate -

Maria Nivas High School
Sabitha Menezes