Visual basic
Shreejoy Bharat
Investment Bank
Wroclaw
Summary
Highly organized Trade Operation Manager experienced in managing multiple tasks and handling issues. Possesses excellent problem-solving, communication and negotiating skills.
Management professional with strong track record in driving organizational success. Skilled in strategic planning, process optimization, and resource management. Known for fostering team collaboration and delivering results in dynamic environments. Highly adaptable, reliable, and focused on achieving operational excellence.
Overview
2026
2026
years of professional experience
9
9
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Trade Management Specialist Middle Office
UBS
09.2024 - Current
- Delivered successful projects within deadlines through effective time management and resource allocation.
- Calculating NAV and processing stock dividends
- Monitoring and event updates in accrual period
- Voluntary and mandatory corporate action processing with approval from Trading
- Handling exception by manually checking the root cause
- Ensure correctness of coupons or paydown bookings
- Manual client instruction processing by confirming from term-sheet
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures.
- Collaborated closely with executive leadership to develop long-term strategic plans aligned with company objectives.
- Managed cross-functional teams to drive business growth, fostering a collaborative work environment.
- Enhanced team productivity by providing consistent feedback and guidance on performance goals.
- Optimized workflow efficiency through the introduction of innovative process improvements.
- Developed strong relationships with stakeholders, ensuring clear communication and alignment on project objectives.
- Gathered, organized and input information into digital database.
- Maintained database systems to track and analyze operational data.
- Frequently inspected production area to verify proper equipment operation.
Trade Management Swiss
Credit Suisse
02.2022 - 08.2024
- In daily business, we support Swiss Trader to book all redemptions, Knock-out, Call/Put, or any event happening throughout lifecycle of trade
- Completed booking new trades on FX, mini-futures, and Structured note energy
- Responsible for lifecycle of Structure note and trade
- Handled financial transactions worth over millions of $ every day
- Monitored, managed & developed investment portfolios and control in BAU or daily business and developed strong knowledge
- Technologically savvy and keen to learn new programs quickly
- Top-notch administrator, leader, and project manager
- Assessed and reported on performance attribution on monthly and quarterly basis
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty and developed strategic plans for day-to-day financial operation
- Developed and presented detailed analysis of investment performance, portfolio attributes, and benchmark composition to evaluate investment strategies
- Responsible for processing Corporate Actions on Newly Booked Accumulators and Deccumulators
- Supporting Traders with special projects and additional job duties
- Capture new trades in system with Trading approval
- Established internal audit procedures to validate and improve accuracy of financial reporting
- Onboarded new employees with training and new hire documentation
- Completed Audit works by preparing trade supporting reports and proofs for trade captured and maintains internal audit control systems.
Investment Operations Administrator
State Street
03.2020 - 12.2021
- Experienced fund management professional with a team-oriented nature and capability to manage assets, promote investor relations, and assess fund performance
- Talented listener, analyzer, and problem-solver with a people-first approach
- Successful at steering financial plans, building policies, and monitoring regulatory issues
- Driven investment banking professional successful in gathering modeling and utilizing key data to resolve breaks on SWAPs, OPTIONS, and FUTURES for our clients
- Achievements include increasing client returns, strengthening portfolios, and managing compliance issues
- Good grasp of economic, accounting, and mathematical principles.
Public Relations Intern
Grayling London
05.2016 - 07.2016
- Worked with the GCORE team towards delivering solutions for major clients in the UK and created a better platform using SharePoint platform which improved file sharing and storage solution for clients like Alrosa Airlines and British Airways
- Worked with the team to create marketing solutions towards major Airlines clients so that the company could make their online sales process more effective
- Prepared social media posts and videos with an eye for viral content strategies and identified value propositions and key messages for our clients
- Helped plan and execute private, company, and client events.
Fund Management Trainee
Sadhav Shipping Limited
7 2014 - 6 2015
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity and worked with management at project level to achieve expense plans
- Stayed up to date on regulations and laws affecting each fund to prevent management impropriety
- Compiled general ledger entries on short schedule with 100% accuracy
- Created presentation formats for monthly/quarterly reviews of expense charge-outs
- Trained new employees on accounting principles and company procedures
- Discovered major instances of fraud, embezzlement, and large balances due and compared budgeted cost with actual cost
- Compiled financial reports pertaining to cash receipts, expenditures, and profit and loss
- Analyzed monthly balance sheet accounts for corporate reporting
- Cooperated with engineering, manufacturing, and corporate accounting to verify adherence to quality standards
- Reviewed collection reports to determine status of collections and amounts of outstanding balances.
Education
MBA - Managerial Economics
University of Wroclaw
Wroclaw, 02 05.2017 - 09.2019
Bachelor of Science - Electrical Engineering
KIIT University
India 03.2010 - 07.2014
High School Diploma -
Kendriya Vidyalaya
India 05.2008 - 03.2010
Skills
Operational Efficiency Management
Certification
Visual Basic Training
Languages
3,B1,3,B1
Training Experiences
- Summer Training Programme in Mechanical Coal Handling Plant, Paradip Port Trust, Paradip Port, Programmable Logic Controller (PLC), Motors
- Vocational Training Programme, National Aluminum Company Limited, Daman Jodi, Odisha
- Major project, Mobile phone keypad sensed password entry for door opening using DTMF (dual-tone multi-frequency) technology
Accomplishments
- Supervised team of 5 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved perfect result as per stakeholder requirement by completing with accuracy and efficiency.
- Achieved efficiency by introducing new Macro for daily tasks.
Software
Python
Advance Excel
SQL
Sharepoint
Interests
Outdoor activities and Sports
Timeline
Trade Management Specialist Middle Office
UBS
09.2024 - Current
Trade Management Swiss
Credit Suisse
02.2022 - 08.2024
Investment Operations Administrator
State Street
03.2020 - 12.2021
MBA - Managerial Economics
University of Wroclaw
05.2017 - 09.2019
Public Relations Intern
Grayling London
05.2016 - 07.2016
Bachelor of Science - Electrical Engineering
KIIT University
03.2010 - 07.2014
High School Diploma -
Kendriya Vidyalaya
05.2008 - 03.2010
Fund Management Trainee
Sadhav Shipping Limited
7 2014 - 6 2015
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