This document contains a summary of Juzer Saifee's professional experience and qualifications. He has over 8 years of experience in operations management, reconciliations, and FX middle office roles. Currently seeking opportunities in operations management, control, and securities servicing with reputable organizations in banking, finance, research, or insurance. He has a B.Com degree from Mumbai University and additional qualifications in export/import management.
I have a total experience of 7+ years into financial market which includes 2 years experience of UAE too. I have worked with "Bombay Stock Exchange" for 2 years as "Trader" and also with "BlackRock" investment manager as analyst for 3 years for fixed income securities.
• Detail-oriented accounting and finance professional with hands-on experience of 5 years in corporate action, performance analysis, fund administration and reporting, reconciliations, custody operations and financial analysis
• Exceptionally organized with the ability to perform multiple tasks in a fast-paced environment, consistently meeting deadlines with accurate and detailed results
• Flexibility to adapt to changing environments, working independently and in a team while managing multiple deliverables
• Working experience of 5 years with all complex financial instruments such as Fixed Income, Debt issuance, Equities, Derivative products and Short term investments.
• Excellent interpersonal and communication skills (written and verbal) for effective interaction with all levels of company management and personnel
• Highly proficient in variety of applications such as Bloomberg, MS Excel, Macros, Word and PowerPoint
• Recognized as a confident, high performing individual demonstrating enthusiasm and initiative
Self-motivated and result-oriented professional, with 01 year of experience in Trading company and more than 03 years’ of experience in an Accountancy firm, having detailed knowledge on Financial statements preparation, Statutory reporting, Auditing, Tax and internal controls, seeking a challengeable role in a dynamic and challenging environment to use proven skills in a position that can significantly contribute towards achieving strategic organizational objectives whilst reaching fullest potential.
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I have a total experience of 7+ years into financial market which includes 2 years experience of UAE too. I have worked with "Bombay Stock Exchange" for 2 years as "Trader" and also with "BlackRock" investment manager as analyst for 3 years for fixed income securities.
• Detail-oriented accounting and finance professional with hands-on experience of 5 years in corporate action, performance analysis, fund administration and reporting, reconciliations, custody operations and financial analysis
• Exceptionally organized with the ability to perform multiple tasks in a fast-paced environment, consistently meeting deadlines with accurate and detailed results
• Flexibility to adapt to changing environments, working independently and in a team while managing multiple deliverables
• Working experience of 5 years with all complex financial instruments such as Fixed Income, Debt issuance, Equities, Derivative products and Short term investments.
• Excellent interpersonal and communication skills (written and verbal) for effective interaction with all levels of company management and personnel
• Highly proficient in variety of applications such as Bloomberg, MS Excel, Macros, Word and PowerPoint
• Recognized as a confident, high performing individual demonstrating enthusiasm and initiative
Self-motivated and result-oriented professional, with 01 year of experience in Trading company and more than 03 years’ of experience in an Accountancy firm, having detailed knowledge on Financial statements preparation, Statutory reporting, Auditing, Tax and internal controls, seeking a challengeable role in a dynamic and challenging environment to use proven skills in a position that can significantly contribute towards achieving strategic organizational objectives whilst reaching fullest potential.
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This infographic was designed by Column Five: http://columnfivemedia.com/
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SUMMARY
- Experience 7 years in Financial markets, Investment banking, Market data (Real time, Reference & Time series), Transformation, Business Analysis, UAT testing and Risk management & Reporting. Also exposure to SQL/PLSQL
- Good knowledge on SQL and PLSQL
- Operational activist including Equity, Fixed Income & Derivative pricing, corporate actions, Project management, Risk Analysis and Customer Support activities.
- Self-Motivated, performance oriented approach, cross functional work philosophy and believing in sharing the knowledge, expertise and good relationship.
Cash and Position Reconciliation & Settlement
- Performing custodian position (shares & cash) reconciliation.
End to end successfully completed Transition for two processes.
• Demonstrated capability in analyzing breaks and issues along with proficiency in OTC products
• Self-motivated, passionate, curious and driven personality
• Proven ability to interact with clients, present actionable findings and partner cross-functionally to deliver results and possess strong experience in client management
• Possess strong attention to detail and ability to effectively manage multiple tasks and initiatives
• Comfortable working in a highly competitive, high-performance and target-driven environment
• Possess excellent communication, interpersonal skills, team building, Project Cordination, organizational and collaboration skills
This is Kushagra Modi. I am from finance domain (7+ years of experience) and wish to work for a financial service institution like yours. I am having an experience in hedge funds, derivatives trading (Options and Futures), commodity pool, research – commodities, currencies, indices & fixed income.
1. Juzer Saifee Doctor
Mobile: +91 9920467952
E-Mail: juzer_5@yahoo.co.in
JOB OBJECTIVE
Seeking opportunities in Operations Management, Control & Governance and Securities servicing with an organisation of
repute preferably in Banking, Finance, Research & Insurance sector.
PROFILE SUMMARY
• A persistent professional with over 8 years of experience in Operations Management, Reconciliations and FX Middle Office.
• Skilled in effectively implementing a control framework for the operations group to drive a risk and control culture.
• Educating the operations team with the recent developments in the industry with synopsis based reporting.
• Expertise in analyzing and improving existing systems and procedures, preparing business continuity plans for the
team, designing internal control systems and facilitating effective decision-making
• Proficient in review of reconciliation process and validation of the same and be responsible for the quality of delivery
of the team.
CORE COMPETENCIES
• Ensuring timely completion of T0 validation of FX & relates products to adhere timely treasury & currency cutofffs .
• Ensuring regular follow-ups done for the outstanding and high risk transactions and ensuring the timely submission of
monthly reports.
• Presenting various daily/weekly reports pertaining to process/productivity
• Monitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures
to maximize customer satisfaction level
• Performing analytical review of financial operations of the process and interpreting data for determining past performance
ORGANISATIONAL EXPERIENCE
FX /Derivative Middle-office
Dec’13 – Dec-15 Nomura Services India Pvt Ltd, Mumbai as Senior Analyst
Role:
• Responsible for the delivery of FX /derivative applications to the trading floor, middle and back office.
• The role involves daily support to the FX Business and control of the FX/Options , derivative trading & E-Commerce
applications, validating FX deals on Thomsan Reuters.
• T0 Trade capture and validation/new bookings done by trading desk in risk systems & T+1 reconciliation of FX, NDF,
vanilla option trades and raise to teams in case of discrepancy.
• To support applications used by trading, sales, middle and back office and bank clients. The function of the applications
is to enhance FX trading and sales with real time risk management, trade management, structuring capability, MIS and
downstream reporting capability that is achieved within a truly global system.
• The team is responsible for a high level of business continuity of these FX products and to provide for service
management, from logging incidents to getting involved in the change & release management process including weekly
meetings with their development counterparts.
• BCP tests co-ordination by the team and get actively involved in building power downs, weekend work and on-call on a
rota basis with other regions.
• Monitoring Prime Brokerage business which includes review of daily FX transactions, new client on-boarding, setup
migration calls, settlement of trades.
• Liaising with the Treasury and settlement team for currency cut offs and regulatory requirements.
May’09 – Nov’13
Reconciliation Control (Operation/Finance)
Role:
• To perform daily Nostro/Trade reconciliations to identify discrepancies with the expected cash/trade and investigate with
various teams i.e Equity, Bonds, FX, Derivatives.
• Be responsible for any operations loss/risk in the process and ensure adherence to existing controls by the team
• To ensure SOP/procedures are regularly updated with any changes from risk incidents.
• Review and verify invoices and check requests, sort code and match invoices, set invoices up for payment.
• Enter and upload invoices into system, track expenses and process expense reports, prepare and perform check runs.
2. • Post transactions to journals, ledgers and other records, reconcile accounts payable transactions.
• Prepare analysis of accounts, monitor accounts to ensure payments are up to date
• Research and resolve invoice discrepancies and issues, maintain vendor files.
• Correspond with vendors and respond to inquiries, produce monthly MIS reports.
• Assist with month end closing, provide supporting documentation for audits.
Achievement:
• Have single handed managed all successful migration & UAT (user acceptance testing) of CLS accounts( Continued
link settlements) foreign exchange accounts for the organization.
• Quaterly achievement award for improving controls in the Reconciliations process and demonstrating core values,
Creativity and ownership.
May’07 – May’09
Mortgage underwriter 2007-2009 (Lehman Brothers-- Mortgage Capital Division)
Role:
• Served as a key member of Mortgage capital division as an underwriter of Mortgage loans for various high-
net-worth clients.
• Provided meticulous attention to detail in underwriting mortgages. Evaluated the financial strength of
borrowers to determine risk and repayment capacity.
• Leveraged knowledge of loan products to help restructure turned-down loans for subsequent approvals.
Maintained compliance with lending, underwriting and government requirements.
• Demonstrated excellent follow-through with borrowers, loan processors, loan originators and management
throughout all phases of the underwriting process.
Mar’03 – May’07
Role:
Accountant : 2003 – 2007 (Saifee A Doctor)
• Profit and loss accounts of sole proprietors.
• Bank & cash reconciliations of partnership firms
• Participate in Quarterly Audits
Field of interest:
Volunteer in social activities, Trekking
Strength & Hobbies:
Positive attitude, willing to work new things.
Travelling
EDUCATION
• B.Com. from Mumbai University of Mumbai with second class in 2003
• HSC from Burhani College, Maharashtra State Board with second class in 2000
• SSC from J.J.Academy English School, Maharashtra State Board with second class in 1998
• Diploma in Export and Import management from India Merchant Chambers in 2004.
IT SKILLS
• Proficient in MS Office & Internet Applications
PERSONAL DETAILS
Date of Birth : 14th
Sept, 1982
Residential Address : 3/18, B wing, N.M.Joshi CHS, Gavanpada Rd, Mulund (East), Mumbai-400081
Languages Known : English, Marathi, Hindi & Gujarati.
Marital Status : Married