Available to hire
I am a seasoned Product Manager and Data Platform specialist with 15+ years of experience in financial products and capital markets. I specialize in asset management, back & middle office operations, accounting, quantitative analysis, risk analytics, compliance and fund administration. I have collaborated with front office trading desks and buy-side portfolio managers to translate complex business needs into scalable data solutions and end-to-end platform capabilities.
Throughout my career I have led data lifecycle initiatives, governance programs and cross-functional teams across regions, delivering data hubs, reporting improvements and automation that drive efficiency and accuracy. I’m proficient in SQL, Python, Power BI, Snowflake, Informatica, EDM, and data modeling, and I enjoy mentoring teams, refining agile practices, and building strong governance foundations to support strategic business outcomes.
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Intermediate
Language
English
Fluent
Work Experience
Product Manager, Data Platform and Data Products at Sunlife Capital Management (SLC), Sunlife Financial Canada
July 1, 2020 - PresentProduct Manager for Data Platform to manage Asset management data enabling accurate financial reporting, client reporting and data provisioning. Led a multi-year initiative to build a Data Hub for investment data domains; defined data governance, lifecycle management, and ingestion pipelines; collaborated with stakeholders, architects and developers to deliver data products.
Senior Business Analyst at Citco Fund Services, Canada
July 1, 2020 - October 2, 2025Facilitated workshops, captured requirements as user stories, and translated into epics; collaborated with investment managers, technology and QA to ensure coverage; oversaw testing, change management, and sprint planning; coordinated with offshore teams.
Lead Business Analyst and Product Owner at IHS - Markit, New York, NY
June 1, 2018 - October 2, 2025Led requirement analysis, MiFID II RTS28 and PRIIPS regulatory work; developed RFQ screens for orders/execution data; built post-trade analytics and best execution benchmarks; managed SDLC lifecycle and UAT; served as client liaison and product owner.
Senior Business Analyst & PM at Tata Consultancy Services, Citigroup Clearing & Settlement, New Jersey
March 1, 2015 - October 2, 2025Involved in cost-saving initiatives; gathered detailed requirements, created BRD/FRD, conducted JAD sessions; built reconciliation tools and validation processes; managed defects with JIRA and coordinated offshore team.
Analyst and Programmer at Tata Consultancy Services, Citigroup Clearing & Settlement, Chennai, India
February 1, 2013 - October 2, 2025Software development for Citi's Pershing and MSSB conversions; developed and enhanced reconciliation and validation modules; ensured regulatory compliance (Rule 15c3-3); built GUI for position views and prepared design documentation.
Product Manager, Data Platform and Data Products at Sunlife Capital Management (SLC) / Sunlife Financial Canada
July 1, 2020 - PresentProduct Manager for the Data Platform to manage asset management data, enabling accurate financial reporting and client reporting. Led a multi-year initiative to build a Data Hub for investment data domains (Security Master, AUM, Transactions, cash flows). Defined the product backlog, prioritized work with stakeholders, and oversaw data ingestion, quality, governance, and gold copy records. Collaborated with architects, business leaders, and end-users to define a logical data model and reporting requirements; led a team across Canada and India (3 BAs, 1 Scrum Master, 5 developers). Drove data governance and automation to improve ABOR reporting efficiency and reduce manual effort. Conducted cost-benefit analyses and aligned deliveries with leadership OKRs.
Senior Business Analyst at Citco Fund Services, Canada
July 1, 2020 - October 2, 2025Facilitated stakeholder workshops to elicit requirements and articulate them as granular user stories and epics. Partnered with investment managers and tech teams to define hurdle calculations, ensure traceability to business use cases, and mitigate risks. Contributed to test case reviews, UAT, and change management; mapped functional requirements to business capabilities and maintained Agile processes in JIRA. Served as client point of contact for reports and analysis, and supported the migration of equity products to a new platform.
Lead Business Analyst and Product Owner at IHS - Markit, Markit Trading & Quantitative Analytics
June 1, 2018 - October 2, 2025Led requirement analysis, created functional specifications, and supported regulatory projects (MiFID II RTS28, PRIIPS). Developed a quantitative methodology for post-trade analytics and best-execution benchmarks for equities and fixed income. Built RFQ screens with detailed cover-broker and cover-quote data, and defined a new data model for orders and client trade data. Oversaw SDLC activities, authored BRD and functional specs for platform migration, and guided UAT and client interactions. Ensured alignment between IT teams and end-users and managed vendor evaluations.
Senior Business Analyst & PM at Tata Consultancy Services, Citigroup Clearing & Settlement
March 1, 2015 - October 2, 2025Led a cost-saving Night Cycle project resulting in approximately $1.1B in savings. Gathered requirements, conducted JAD sessions, and produced BRD/FRD documents. Created reconciliation tools, workflow diagrams, and presentations for stakeholders. Collaborated with QA to ensure test coverage and supported change management and offshore delivery across teams.
Analyst and Programmer at Tata Consultancy Services, Citigroup Clearing & Settlement – Chennai
February 1, 2013 - October 2, 2025Software developer for Citi’s Pershing and MSSB conversions. Built and enhanced reconciliation and validation modules for customer positions, migrated modules on the legacy platform, and ensured regulatory compliance (Rule 15c3-3). Delivered GUI in CIC S Mainframe for position viewing and crafted low-level design documents. Coordinated with stakeholders to ensure accurate requirements and timely delivery.
Product Manager, Data Platform and Data Products at Sunlife Capital Management (SLC)
July 1, 2020 - PresentProduct management for the Data Platform to enable accurate financial reporting and client reporting. Led a multi-year Data Hub initiative across investment data domains (Security Master, AUM, Transactions, cash flows). Created and prioritized the product backlog with stakeholders, wrote user stories and acceptance criteria, and collaborated with BA, developers and QA. Directed data lifecycle management (ingestion, quality, governance) and produced gold copy records. Developed a logical data model with architects and led data governance efforts; chaired Steering Committee updates on Data Operations and Data Governance. Implemented efficiency improvements and automation for ABOR reporting. Managed a team of 3 BAs, 1 Scrum Master and 5 developers across Canada and India. Aligned deliverables with OKRs and performed data segregation (PIA) for client data.
Senior Business Analyst at Citco Fund Services, Canada
July 1, 2020 - October 2, 2025Facilitated workshops with stakeholders to gather requirements for the Hedge Fund and Private Equity Investor Platform. Defined hurdle calculations and automated platform functionality; translated requirements into granular user stories and epics. Worked with technology and QA to ensure proper implementation, reviewed test cases, and supported UAT. Used JIRA Scrum board for sprint tracking and contributed to change management, sprint planning and prioritization. Mapped functional requirements to business capabilities and produced BRD/FRD documentation; served as client point of contact for reports and analysis.
Lead Business Analyst and Product Owner at IHS - Markit, Markit Trading & Quantitative Analytics, New York, NY
June 1, 2018 - October 2, 2025Partnered with stakeholders to analyze requirements and create functional specifications. Contributed to MiFID II RTS28 and PRIIPS reporting. Developed a quantitative methodology for post-trade analytics and best execution benchmarks for equities and fixed income. Built RFQ screens detailing cover brokers and quotes; advanced data models for orders and client trade data. Led Agile sprint activities, created data models, mapped client data, and oversaw SDLC. Coordinated with third-party vendors and managed client communications, UAT, BRD and functional specs for platform migrations.
Senior Business Analyst & PM at Tata Consultancy Services, Citigroup Clearing & Settlement – New Jersey
March 1, 2015 - October 2, 2025Led the Night Cycle cost-saving initiative for Citigroup, delivering substantial savings (~$1.1B). Gathered detailed requirements, prepared BRD/FRD, conducted JAD sessions, and created workflow diagrams, VISO and prototype reports. Coordinated QA, translated requirements to development, and tracked progress via JIRA. Led offshore team coordination, managed change control, and ensured timely delivery within sprints.
Analyst and Programmer at Tata Consultancy Services, Citigroup Clearing & Settlement – Chennai
February 1, 2013 - October 2, 2025Software developer for Citigroup’s Pershing and MSSB conversions. Developed and enhanced reconciliation and validation modules for customer positions; migrated 50-70 modules on the legacy platform and ensured end-to-end integrity. Improved regulatory modules to protect customer positions under Rule 15c3-3. Built GUI in CIC S Mainframe for viewing customer and firm positions; prepared low-level design documents and facilitated stakeholder walkthroughs to ensure requirements were met.
Education
Bachelor of Technology in Applied Chemistry (Polymer Science & Technology) at University College of Science and Technology, Calcutta University, India
January 11, 2030 - July 1, 2008Bachelor of Science in Chemistry at St. Xavier’s College, Calcutta University, India
January 11, 2030 - July 1, 2005Bachelor of Technology in Applied Chemistry (Polymer Science & Technology) at University College of Science and Technology, Calcutta University, India
January 11, 2030 - July 1, 2008Bachelor of Science in Chemistry at St. Xavier’s College, Calcutta University, India
January 11, 2030 - July 1, 2005Bachelor of Technology in Applied Chemistry (Polymer Science & Technology) at University College of Science and Technology, Calcutta University, India
January 11, 2030 - July 1, 2008Bachelor of Science in Chemistry at St. Xavier’s College, Calcutta University, India
January 11, 2030 - July 1, 2005Qualifications
Python Programming skills Fundamentals
November 1, 2019 - October 2, 2025CBDA (Certification in Data Analytics)
January 1, 2021 - October 2, 2025CPA Program
January 11, 2030 - October 2, 2025Python Programming Skills Fundamentals
November 1, 2019 - October 2, 2025CBDA (Certification in Data Analytics) - IIBA
January 1, 2021 - October 2, 2025CPA Program
January 11, 2030 - October 2, 2025Python Programming skills Fundamentals
November 1, 2019 - October 2, 2025CBDA (Certification in Data Analytics) - IIBA
January 1, 2021 - October 2, 2025CPA Program
January 11, 2030 - October 2, 2025Industry Experience
Financial Services, Professional Services, Software & Internet, Other
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Intermediate
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