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ASHARAM THALOOR
Mob: +91 9880755319 email: asharamthaloor@gmail.com
Specialties:
● Project Management
● Agile Scrum Master
● Business & System Analysis
● Reference Data Management
● Communication Management -
business partner, vendors,
custodian banks ,operation
team, other stakeholders
Domain :
● Mutual Funds
● Investment Banking
● Credit Risk Management
● Custody Services
● Capital Market
Areas of Expertise :
● Corporate Actions Process
● Global Trade Processing
● Payment
● Cash Computation Process
● Reconciliation
● Credit Risk Management
● Swift Release 2010-15
Technical Areas :
● PL/SQL, Unix, DB2, Java, C++,
Control M,JIRA,SVN,PVS,QC
Education:
● Executive MBA - IIMB
Bangalore
● B.E. – ELECTRONICS
Certification:
● Certified ScrumMaster® -
www.scrumalliance.org
● Requirements -The George
Washington University
● Mutual Fund Advisor(NSE)
● Functional Point Analyst
Training on : PMP Certification
Visa Status: Having valid L1 and B1 visa
for USA
Currently working as Project manager&scrum master.
 Experience in Project: - Initiating, Planning, Execution, Monitoring &
control, and Closing Phase/Projects.
 IT Product/program management and Application Lifecycle
Management (ALM) using waterfall and agile methods.
 Develop, coach and supervise team members
 Collaborate at various levels in the organization and partners
to gather requirement, lead scrum meeting, stories grooming,
daily huddle with business, BA, system team.
 As a Lead Business Analyst, have the ability to translate
business strategy/request into executable and understandable
artifacts for Developer. Handled end to end project
deliverables.
 Business case evaluation and strategy execution.
 Excellent understanding and working knowledge of Cash
Management, Money Movement, Corporate Actions, Global
Trade Processing & Settlements, Reconciliation of Securities &
Cash, Credit risk management.
Onshore work :
 Coordination & relationship management with Custodian Banks
- JPM, CITI, SSB, BBH, NTC, BBH, partner, Business team,
vendors.
 Requirement gathering, analysis, implementation, validation,
sign off.
 Single point of contact for Swift Release for all requirements,
 business partners and banks(JPM, CITI, SSB, BBH, NTC,BBH)
 Onshore work Experience :
 Worked with L1 visa year 2014,2013,2012 & 2011
 Worked with B1 visa year 2008 & 2006
 Awards:
 You Earned IT Award – 2015 & Eureka Award - 2011
 On the Spot - 2014, 2011, 2010 2009,2007, & 2006
Summary of Work Experience:
 Sep 2005 – Till Date, Lead Business Analyst, Fidelity, BLR
 Oct 2003 – Sept 2005,Sr. Software Engineer,HCL Tech, BLR
 Jul 2003 – Oct 2005, Information Associate, EDS, Chennai
 Jan 2000 – Aug 2003, Associate Consultant POLARIS, Chennai
ROLES AND RESPONSIBILITIES
Project Management, Scrum Master, Business analysis / Requirement Engineering
● As Project manager: – handling team from multiple geographical location – India, Ireland and USA
● Experience in Project: - Initiating, Planning, Execution, Monitoring & control, & Closing Phase of Projects.
● Expertise in Requirement: - Analysis, Documentation, review & sign off from business & stakeholders.
● Coordination &Comm:-with Business, system, banks (JPM, CITI, SSB, BBH, NTC, BBH) & management.
● Test processes:-Strong understanding of UAT, Test Design, Test cycle, Defect mgmt, Root cause analysis.
● Preparation, Execution and reporting against User Acceptance Testing and Business Process Testing
Software Engineer, coding, unit testing and performance testing
 Worked as developer in Java, C++, Unix scripts, Perl & PL/SQL queries.
 Production support for applications & Release engineering & version control
PROJECTS EXECUTED
1. Settlement Instructions Automation: Fidelity sends settlement instructions to internal groups and
external partners (Banks, brokers, SAI and EMM funds) through manual process over email. As part of
this project all settlement instructions will be automated integrated with TradeHub.
Role : Project Manager & Scrum Master
2. Payment Hub - Comm Engine: Payment Hub is a central system for all messages routing to/from
Fidelity to custodian and third party. It performs message routing based on BIC and message type and
re-direct to banks & fidelity applications.
Role : Project Manager & Scrum Master
3. NCS CAWS Redesign: It is a centralized system to process various corporate actions for the fidelity
mutual funds. The system has been redesigned to accommodate the new market practices for
corporate actions and automation of authorization, reconciliation and entitlement calculation.
Role : Lead Business Analyst
4. Swift Release 2011-2015: The Swift Release is standard release scheduled to go live in the
industry on 3rd Friday of November every year . The FPCMS group uses Swift Messages across different
applications to transmit or receive messages between banks/brokers has to be compliant with Swift.
Role : Lead Business Analyst Duration :
5. Cash Availability Redesign: The cash availability system is centralized system to calculate the cash
available to spend at any time for all fidelity funds. When the funds are overdrawn the system has
functionality to execute various loans. The system has different modules to compute cash.
Role : Lead Business Analyst
6. Global Trade Processing: It is centralized system, where trades executed from different trading desk
of fidelity area feed into the GTP system to process and settle with each custodian banks.
Role : Business Analyst
7. Worked on projects with varying complexities and size: Credit Risk Management, Geode Escrow
/Descrow Automation, Reconciliation, Securities Lending, Global Banking system, Life CAD/MP.
Role : Software Engineer

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Project Manager, Lead Business Analyst, Scrum Master

  • 1. ASHARAM THALOOR Mob: +91 9880755319 email: asharamthaloor@gmail.com Specialties: ● Project Management ● Agile Scrum Master ● Business & System Analysis ● Reference Data Management ● Communication Management - business partner, vendors, custodian banks ,operation team, other stakeholders Domain : ● Mutual Funds ● Investment Banking ● Credit Risk Management ● Custody Services ● Capital Market Areas of Expertise : ● Corporate Actions Process ● Global Trade Processing ● Payment ● Cash Computation Process ● Reconciliation ● Credit Risk Management ● Swift Release 2010-15 Technical Areas : ● PL/SQL, Unix, DB2, Java, C++, Control M,JIRA,SVN,PVS,QC Education: ● Executive MBA - IIMB Bangalore ● B.E. – ELECTRONICS Certification: ● Certified ScrumMaster® - www.scrumalliance.org ● Requirements -The George Washington University ● Mutual Fund Advisor(NSE) ● Functional Point Analyst Training on : PMP Certification Visa Status: Having valid L1 and B1 visa for USA Currently working as Project manager&scrum master.  Experience in Project: - Initiating, Planning, Execution, Monitoring & control, and Closing Phase/Projects.  IT Product/program management and Application Lifecycle Management (ALM) using waterfall and agile methods.  Develop, coach and supervise team members  Collaborate at various levels in the organization and partners to gather requirement, lead scrum meeting, stories grooming, daily huddle with business, BA, system team.  As a Lead Business Analyst, have the ability to translate business strategy/request into executable and understandable artifacts for Developer. Handled end to end project deliverables.  Business case evaluation and strategy execution.  Excellent understanding and working knowledge of Cash Management, Money Movement, Corporate Actions, Global Trade Processing & Settlements, Reconciliation of Securities & Cash, Credit risk management. Onshore work :  Coordination & relationship management with Custodian Banks - JPM, CITI, SSB, BBH, NTC, BBH, partner, Business team, vendors.  Requirement gathering, analysis, implementation, validation, sign off.  Single point of contact for Swift Release for all requirements,  business partners and banks(JPM, CITI, SSB, BBH, NTC,BBH)  Onshore work Experience :  Worked with L1 visa year 2014,2013,2012 & 2011  Worked with B1 visa year 2008 & 2006  Awards:  You Earned IT Award – 2015 & Eureka Award - 2011  On the Spot - 2014, 2011, 2010 2009,2007, & 2006 Summary of Work Experience:  Sep 2005 – Till Date, Lead Business Analyst, Fidelity, BLR  Oct 2003 – Sept 2005,Sr. Software Engineer,HCL Tech, BLR  Jul 2003 – Oct 2005, Information Associate, EDS, Chennai  Jan 2000 – Aug 2003, Associate Consultant POLARIS, Chennai
  • 2. ROLES AND RESPONSIBILITIES Project Management, Scrum Master, Business analysis / Requirement Engineering ● As Project manager: – handling team from multiple geographical location – India, Ireland and USA ● Experience in Project: - Initiating, Planning, Execution, Monitoring & control, & Closing Phase of Projects. ● Expertise in Requirement: - Analysis, Documentation, review & sign off from business & stakeholders. ● Coordination &Comm:-with Business, system, banks (JPM, CITI, SSB, BBH, NTC, BBH) & management. ● Test processes:-Strong understanding of UAT, Test Design, Test cycle, Defect mgmt, Root cause analysis. ● Preparation, Execution and reporting against User Acceptance Testing and Business Process Testing Software Engineer, coding, unit testing and performance testing  Worked as developer in Java, C++, Unix scripts, Perl & PL/SQL queries.  Production support for applications & Release engineering & version control PROJECTS EXECUTED 1. Settlement Instructions Automation: Fidelity sends settlement instructions to internal groups and external partners (Banks, brokers, SAI and EMM funds) through manual process over email. As part of this project all settlement instructions will be automated integrated with TradeHub. Role : Project Manager & Scrum Master 2. Payment Hub - Comm Engine: Payment Hub is a central system for all messages routing to/from Fidelity to custodian and third party. It performs message routing based on BIC and message type and re-direct to banks & fidelity applications. Role : Project Manager & Scrum Master 3. NCS CAWS Redesign: It is a centralized system to process various corporate actions for the fidelity mutual funds. The system has been redesigned to accommodate the new market practices for corporate actions and automation of authorization, reconciliation and entitlement calculation. Role : Lead Business Analyst 4. Swift Release 2011-2015: The Swift Release is standard release scheduled to go live in the industry on 3rd Friday of November every year . The FPCMS group uses Swift Messages across different applications to transmit or receive messages between banks/brokers has to be compliant with Swift. Role : Lead Business Analyst Duration : 5. Cash Availability Redesign: The cash availability system is centralized system to calculate the cash available to spend at any time for all fidelity funds. When the funds are overdrawn the system has functionality to execute various loans. The system has different modules to compute cash. Role : Lead Business Analyst 6. Global Trade Processing: It is centralized system, where trades executed from different trading desk of fidelity area feed into the GTP system to process and settle with each custodian banks. Role : Business Analyst 7. Worked on projects with varying complexities and size: Credit Risk Management, Geode Escrow /Descrow Automation, Reconciliation, Securities Lending, Global Banking system, Life CAD/MP. Role : Software Engineer