vivek cv
TRANSCRIPT
CURRICULUM VITAE
Vivek Goyal +1-603-966-8453, [email protected]
http://www.linkedin.com/pub/vivek-goyal/32/664/986OBJECTIVE:Focus to pursue a role involving domain consultancy / business analysis / functional mapping of an application / business re-engineering / solutions framework, wherein knowledge gained during professional education; further groomed with my experience in Banking and Financial markets domain can be utilized, in turn adding value to the program / organization I would be working for.
BRIEF OF PROFILE:
10 years of work experience: 9 years with Infosys Ltd and 1 year with ABN AMRO Bank.
Key Assignments: Implementation of trading and performance measurement platform (Vestmark One) for
managed accounts business of a large bank in US. Enhancements of fund performance measurement legacy systems to new generation
interfaces, additionally, regionalize IT for a large Mutual Fund in US. Merger roadmap and solution definition for IT merger (Wealth Management) of two
large corporate entities in US.
End-to-end development of order management and transfer agency system replacing a vendor product (NTAS) for a large Hedge Funds Administrator.
Enhancement of Hedge Fund Accounting platform (Aexeo) for a large Hedge Fund Administrator.
End-to-End migration from Java to BizTalk platform for Card Issuance System of a large credit card issuer.
Assisted sales process management and product management (Liabilities) for PAN India during association with ABN AMRO Bank N.V.
Regular contributor to various KM forums and Journals.
Chartered Accountant from Institute of Chartered Accountants of India (Equivalent to CPA of United States). Graduate from an Indian university. Also, student member of GARP and CFA Institute, USA.
Domain Exposure: Order Management, Cash Management, Transfer Agency, Performance Measurement,
Accounting, Corporate Actions, Document Management. Fund Administration, Hedge Funds, Mutual Funds, Wealth Management, Managed
Accounts, Trust Services, Trading, Front, Middle and Back Office Operations. Equity, Fixed Income, Derivatives, Structured Products.
Key SkillsProject Management, Feasibility Study, Business Case Development, Requirement Analysis and Elicitation, Use Case Documentation, Requirement Change Management, Functional Testing, Agile and Waterfall Methodologies, MS technologies, Database Analysis, SQL.
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EXPERIENCE DETAILS:
1. Infosys Limited (Feb, 2006 – Present)
Worked for various client projects in banking and capital market space. Below is summary of key client projects:
UBS (03/ 2013- Present), Senior Consultant, New York City (USA):
Underlying domain is trading & performance measurement for managed accounts. Project aims at implementing a vendor product (VestmarkOne) for trading & performance
management. Client used legacy systems for trading and performance measurement across asset class (Equity, Fixed Income and Mutual Funds), which is to be replaced by single platform from Vestmark. Worked as project manager handling responsibilities for requirements, vendor management and governance.
Key responsibilities include steering the project, internal and external coordination, feasibility study, business case submission, steering committee, project discovery, as-is and to-be process flows generation, requirements documentation, UAT coordination.
Fidelity Investments (08/ 2012- 01/2013), Senior Consultant, Merrimack (USA):
Underlying domain is mutual fund performance measurement. Agile methodology adopted for development.
Project encompasses enhancement of legacy systems & execution of regionalization strategy along with appropriate knowledge management, stakeholder’s management and management of run the bank projects under execution.
Key responsibilities include business process documentation, enhancement recommendation submission, ongoing project management, transition roadmap, stakeholder management.
Bank of America Merrill Lynch (07/ 2010- 05/2011), Senior Consultant, Jersey City (USA):
Underlying domain is cash management and principal & income accounting (trust services). Project is a strategic initiative to merger IT systems (trust business, wealth management) of
Bank of America and Merrill Lynch, to arrive at single set of systems catering requirements of both entities.
Key responsibility include documenting as-Is business process flows of both entities, assessing build vs buy decision, pros and con analysis of retaining an application, project roadmap, requirement documentation, high level design.
Citco Fund Services (04/ 2008 - 03/2009), Consultant, Amsterdam (Netherlands):
Underlying domain is hedge funds, order management, fund accounting & transfer agency system. Agile methodology adopted for development.
Project encompasses an end –to-end development of order management and transfer agency solution for the client, replacing a third party product (NTAS). New solution capable of NAV calculation, fund managers incentive calculations, cash management and order management.
Project also encompasses enhancement of existing fund accounting platform (Aexeo). Key responsibilities include project discovery, conducting detail requirements sessions, and
wireframe generation, use case documentation, high level design review, requirement management, functional testing and UAT support.
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ABN AMRO Bank N.V. (06/2006 - 08/2006), Associate Consultant, Bengaluru (India):
The underline domain is treasury operations.
The project aimed at implementing Finacle (Banking ERP developed by Infosys) for the client. Finacle Treasury module was implemented.
Key responsibility include implementation frame work of finacle-core implementation, customization requirement, day one/two deliverables
American Express (08/ 2009 - 05/2010), Consultant, Bengaluru (India):
Underline domain is credit card authorization. Waterfall methodology adopted for development. Project aims at migration of credit card user experience to new generation interface. Key responsibilities include business process documentation, critical functionality matrix generation,
requirement management and functional testing.
American Express (08/2006 - 04/2008), Consultant, Bengaluru (India):
Underline domain is credit card issuance and fulfillment. Waterfall methodology adopted for development.
Project aims at migration of platform from Java to BizTalk for Card Issuance Application, the applications owns global Card Issuance including countries like US, UK and Australia. The application is a middleware system which interacts with various interfacing applications; exchanging data for Card Authorization, Product Material, and Accounts Info.
Key responsibilities include business process documentation, requirements documentation, risk based testing and test management.
Business Development & Other Initiatives:
Work for new proposals, RFP response, and discussion with senior management on proposal.
Regular contributor for reusable knowledge assets, internal & external journals, white paper. Reusable business asset on Trade Compliance Reusable business asset on CardIssuance White Paper on Volcker's rule. White Paper on IT Rationalization. Book review on risk for Infosys external Journal ‘Inscape’. Regular contributor to KM blogs.
Contributed as domain expert in developing and reviewing collaterals for internal certifications. Talent management & recruitment.
2. ABN AMRO BANK N.V. (April, 2005 – Feb 2006)
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Worked with business banking strategy team at corporate office as data analyst. Key responsibilities would include assisting sales management team & product management teams with data analytics.
Key Responsibility:
Product Management: Assisting in product pricing, product mapping, fees & charges.
Sales Process Management: Participating in decision making for sales targets, incentive plan, and sales process setup.
Data Analytics: Supervising creation of business intelligence MIS, incentive calculations, providing data analytics to relationship banking head and program manager of the Unit.
ACEDEMIC DETAILS
S.No. Degree Institution Year1. Senior Secondary (High School) Central Board of Secondary
Education, India1999
2. B.Com. (Hons.) (Graduation) Rajasthan University, India 2002
3. Chartered Accountant Institute of Chartered Accountants of India
2005
CERTIFICATIONS
1. Qualified Level 1 and Level 2 Banking Certification and Capital Markets Certification by Dun and Bradstreet
2. Student member with GARP (Global Association of Risk professional) and CFA (Chartered Financial Analyst)
PERSONAL DETAILS
NAME : Vivek GoyalDOB : 4/6/81 (mm/dd/yy)Gender : MaleMARITAL STATUS : MarriedNATIONALITY : IndianVISA : Yes, US H1B VISA.Current Location : New York City, NYContact : +1-603-966-8453, [email protected]
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