UJJWAL PRAHARAJ - Old
UJJWAL PRAHARAJ - Old
Career Timeline
SS&C Eze
Sept’14-Mar’18
Mar’11-Oct’13 Deutsche Software- Sr.
Bank- Engagement
Analyst Specialist
Work Experience SS&C Eze Software as Sr. Engagement Specialist– (Interface Management Team)
Clients: Vodafone, Gladwyne, Thomas Miller, ODEY and Infusive (20+)
Working as business analyst to managing Hedge funds clients for EZE software. Gathering
Since Mar’18 with information and understand the need and cascade to Development team and handles the
deliverable to client on time.
Role:
Applications Worked Upon: Implementing and testing SS&C Eze Software’s product suite for Eze OMS (Order
SSR Management System) and PMS (Performance Management System) implementation with a
Global 1 focus on Operations and File-Based integrations; specialty focus on highly complex and/or
Bancs wider scope and advanced configurations with the help of SQL, XML, XSLT.
JIRA Facilitating the transfer of reference data in and out of the various SS&C Eze Software
CAPITAL IQ Platform product suite by Interacting with both Buy-side and Sell-Side clients for the scope and
CELSUS timelines.
Sales Force Coordinating with the client and broker/ custodian like (JPMC, DEUTSCHE BANK, UBS, BNY,
Bloomberg NT, MS, CS and BOA) communications (phone, email) to gather requirements for the project
and discuss technical configuration options with DEV / Product Manager and provide
deliverable.
Working closely with XSL Stylesheets, Visual Studio, Microsoft SQL Server Management
Knowledge Purview: Studio, Bomgar, Jira, and Filezilla, in addition to the proprietary Tradewinds, OMS, EMS, and
SQL Scripting PMA platforms Works with Engagement Consultants in resolving technical configuration
Data Visualization software related question after release.
XSLT. Monitoring client requirements gathering and conducting workflow mapping workshops;
XML & FIX Coordinating and communicating with the client post-sale to develop an implementation
EXCEL and Adv. EXCEL plan for configuring a purchased EZE solution based upon a client’s individual needs
Extending support to the Engagement Consultants to prepare and conduct onsite client
meetings, including presentations, demos and web-ex.
Education & Credentials Leading 50+ salesforce projects while facilitating communication between clients & 3rd
parties, setting appropriate expectations, delivering timely updates, and delivering projects
MBA(Finance)from
on time consistently with the help of regular Sprint scrum with DEV Team and Product
SIMMIC, Pune in 2009
Manager.
B.A(Hons)Economics
Deploying clients leveraging the Eze Software Investment Suite by configuring, customizing,
from Orissa in 2007
and monitoring file connections, while simultaneously tracking 150 cases per week. Identify
key product deficiencies to Eze’s product management team as part of an ongoing project to
improve Eze’s OMS in preparation for MiFID II
Understanding client’s business and providing inputs for effective architecture & technology
plans; defining technical architecture considering real time constraints and functional &
non-functional requirements
Taking Interviews for new team member hiring in the operation team and mentor them for
project work.
Significant Accomplishments:
Analyzed the need and advise development team to create OMS & PMS software interface
too for client’s and custodian’s need.
Highlights:
Led a team of 14 members (Jr. Associate, Associate and Sr. Associate) from 3 different
locations (Hyderabad, Ahmedabad and Islamabad) to evaluate and process corporate action
information for clients DB.
Understand the client needs on corporate action data and the then framing the policies,
developed validations for checking the accuracy of vendor data and driving the team to meet
the content SLAs set by different clients.
Dealt with ongoing CA Tool up-gradation, designing, UAT and implementing new additional
features for sound applicability of the tool with the help of regular sprint scrum with
Product Manager and dev team with help of JIRA.
Conducted weekly meeting: addressed and updated the team regarding issues and next
future course of plan.
Resolved Client Queries on all Corporate Action Events for the Clients of Custodian,
Deutsche Bank, JPMC, Bank of America, State street etc.
Maintained the standard operating procedures, update logs and error logs by following the
ISO 9001 requirement
Deutsche Bank, location as Analyst –Asset Management (Corporate action)
Oct’13-Aug’14 Highlights:
Tracked the Event details from Ex-3 till the Pay Date and captured the Event Details Change
if instructed by the issuer. Voluntary events-The instruction team will do instruction part
and the entitlement calculation, after that we have to book the position as per instruction on
client account and handle the breaks if any.
Monitored the Reconciliation of Clients holding which includes Firm and Prime Brokerage
Client with the Depot level holdings with custodian on Ex Date, Record Date and Pay Date to
make sure the Entitlements has been credited correctly and distributed.
Managed Post Event Claims settlements due to Market Trades, Fails Trade and Open Stock
Borrow-Loan Contracts
AXA & State Street HCL, location as Specialist – Asset Management (Corporate action)
Highlights:
Mar’11-Oct’13 Monitored New tool development (Celsus Tool) & part of process migration and formation
of a new team.
Led Self-Sourcing of World Wide Corporate Action; analyzed substantiate the design
requirements.
After Scrubbing and should do the reconciliation as per key dates (Ex-date, record date, pay
date) for entitlement calculation (Books vs Depots) and then have to book the account
according to events & positions.
Collecting Instruction for voluntary Events from broker, agents.
Reviewing the end to end processed Corporate Action events details present in notifications.
Conduct reviews for all the critical activities performed by the team.
Took EDI v/s IDC World Wide Corporate Action- Adjustment factor validation, Data &
Coverage Gap Validation through various external sources.
Researching various pending Corporate Action events & effecting the timely completion of
the same as per SWIFT- MT 564 and MT568.
Annexure (Projects)
Project Factset
Client Name: Infusive Ltd, UK
Project Title: Factset Adapter Tool Development
Period: Dec 2018-Oct 2019
Project: Software Portfolio Management System, Infusive Tradar & Factset Recon
Languages: SQL, XML, XSLT and C Sharp
Database: Client SQL DB and PMS DB
Tools: PMA, JIRA, Salesforce
Responsibilities
Need to gather information from Fact set and Client about the requirement for reconciliation tool.
Analyze the asset classes, data points and dates involved in this recon Tool.
Understand the format and the source of data where recon will impact
Working with Dev team to make them understand the client and Factset Requirements and help them with their queries
UAT on client Database with all asset classes involvement with all possible scenarios with Factset to find out bugs, any discrepancies
in recon value, any mismatch in DB.
Need to resolve Client queries and Factset end issues
Once get sign off, need to configure the newly developed tool at client prod database and monitor for few weeks
Post Development issues escalation to DEV team and Client queries
Preparing documentation for the newly developed tool for future reference and team KT
Project SS&C GlobeOp
Client Name: SS&C GlobeOp
Project Title: SS&C GlobeOp Adapter Tool Development
Period: AUG 2019-NOV 2019
Project: Software Portfolio Management System and SS&C GlobeOp Tool Integration
Languages: SQL, XML, XSLT
Database: Mutual Client SQL DB and PMS DB
Tools: PMA, JIRA, Salesforce and SSC Reporting
Responsibilities
Need to gather information from SS&C GlobeOp about the requirement for integration
Due to this integration, SS&C GlobeOp and Eze able to on board more client.
Analyze the asset classes, data points and dates involved in this recon Tool
Understand the SS&C GlobeOp format and try to integrate with Eze Product suite
Working with Dev team to make them understand the SS&C GlobeOp Requirements and help them with their queries
UAT on mutual client Database with all asset classes involvement with all possible scenarios with SS&C GlobeOp to find out bugs,
any discrepancies, any mismatch in DB.
Need to resolve Client queries and SS&C GlobeOp end issues
Once get sign off, need to configure the newly developed tool at all mutual client prod database and monitor for few weeks
Post Development issues escalation to DEV team and Client queries
Preparing documentation for the newly developed tool for future reference
Responsibilities
Worked on reconciliation through new TCS Bancs Dev Version for global market
Compare the TCS Bancs result with manual old reconciliation process
Report the bugs, issues or any User Acceptance Development Plan
UAT/testing for finding gaps and any features which can improve the user experience.
Need to educate the team about the new tool and clarify the doubts
Developed the documentation for the process for future reference
Responsibilities
Need to gather information from Yahoo about the requirement for IDC Reference data format.
Analyze the corporate action types, respective data points and key dates involved.
Working with Dev team to make them understand the client and IDC data provider requirements
UAT/testing for finding bugs and any features which can improve the user experience.
Need to resolve Client escalations and bug enhancements
Post Development issues and process improvement ideas