Shubhankar Bhattacharjee has over 8 years of experience in investment banking as a business analyst. He currently works at Societe Generale in Bangalore on projects involving collateral management. Some of his responsibilities include requirement gathering, impact analysis, test case documentation, and representing his team at client meetings. Previously he worked on derivatives processing at JP Morgan and Wipro. He has expertise in the Colline collateral management tool.

1. SHUBHANKAR BHATTACHARJEE
Flat No. G3, Lakshmi Enclave, ECC Road, Whitefield, Bangalore
Phone: (M) +91 9620678886 Email: shubhankar.iipm@gmail.com
Objective
To constantly improve my knowledge and better my performance as a Functional Consultant in
Investment banking domain
Career Synopsis
I am a value driven Professional with around 8.5 years of insightful experience in Investment Banking domain. I
am currently associated with Societe Generale, Bangalore in Business Analyst role in Collateral Management
Domain.
 Experienced in project initiation study, impact analysis, requirement gathering, BRD & FSD preparation,
functional testing and test case documentation.
 Experienced in working under AGILE & PROTOTYPE methodology.
 Experienced in being part of pilot projects, clients and representing the team at client level discussions.
 Proficient in self adaptation within a dynamic environment.
Professional Experience
Societe Generale, Bangalore (Nov 2012 – Present)
Business Analyst (ITEC)
PROJECT NAME: CCP Management (November’2015 to Present)
The aim of this project was to introduce Colline as a clearing management tool.
Key Deliverables:
 Requirement gathering from end users for trade mapping and creating settlement and accounting
dashboard
 Acting as a PM and managed EUREX and CME CCP development from Bangalore
 Preparation and updating of feature files and scenarios.
 Creation of settlement portfolio dashboard to manage multiple cash portfolios for each CCP.
 Functional testing and getting sign-off from users.
PROJECT NAME: NEMO (August’2015 to December’2015) (Worked from Paris from Aug’2015 to Oct’2015)
The aim of this project was to bring in additional business logics to the existing Collateral process
Key Deliverables:
 Requirement gathering from end users for settlement and trading interfaces
 Impact Analysis and effort estimation
 Preparation and updating of feature files and scenarios.
 Functional testing
PROJECT NAME: NCIS Project (November’2012 to Present)
The aim of this project was to phase out the legacy tool in SGCIB’s collateral business and introduce the vendor
tool Colline in place.
Key Deliverables:
 Requirement gathering from end users for various interfaces
 Impact Analysis and effort estimation
 Preparation and updating of BRD and FSD.
 Functional Testing, functional test documentation and UAT coordination.
 Working on the catalogues assigned to Bangalore presently in the maintenance phase
 Representing Bangalore IT team in CAB and Sub-BRM meetings.
PROJECT NAME: Russian Regulatory Project (May’2015 to January’2016)
In the phase 1 of this project we aim to develop a report for regulator to provide IA and Margin Amounts for
Russian counterparts
Key Deliverables:
 Requirement gathering and FSD preparation
 Impact Analysis and effort estimation
PROJECT NAME: SCARCE Resource Project (June’2014 to Nov’2015)

2. The aim of the project is to link the Colline application to the settlement and accounting applications for Asia
region and migrate the collateral balances from Asia treasury to Paris treasury in a phase wise manner. This
includes both Cash and Securities asset class.
Key Deliverables:
 Performing the initial study, scope defining and preparation of As-Is and To-Be process maps
 Preparation of BRD and FSD for the entire impacted interfaces.
 Preparation of migration strategy document.
 Preparation of RACI matrix to identify key processes and the stakeholders
 Delivered the last phase of this project from onshore location (Paris)
PROJECT NAME: CLM Hub Study (July’2013 to December’2013)
The aim of the project was to provide an initial study on the present collateral process and SG Bangalore’s capacity
to handle the IT and Operations for complete Asia region as a collateral hub.
Key Deliverables:
 Requirement gathering team from users.
 Preparation of the Business case presentation document and POC.
 Conducting workshops to discuss the project aim.
JP Morgan Services, Bangalore (March 2011 – October 2012)
Team Member (IB Sec Ops-Prime Brokerage)
Key Deliverables:
 Independently managing the P&S Correction process which includes doing the daily BAU, updating daily and
weekly KPI reports for management review.
 Amendment of both pre and post settled trades after due confirmation from client or brokers.
 Liaising with CSRs and brokers for resolving breaks for bond and equity trades.
Wipro Limited, Chennai (Jan 2009 – Feb 2011)
Derivatives Analyst (Collateral Management)
Key Deliverables:
 Calculate and perform interest payments and receipts on the cash margin (collateral) amounts for OTC
products. Also performed investigation in the interest discrepancies.
 Performing effective reconciliation of counterparty portfolios consisting of Options, Futures, Forwards and
Swaps to find and resolve trade discrepancies
 Prepared the Standard Operating Procedures (SOP) as per the process requirement for our process to get
client approval. Also conducted UAT for the new changes in coordination with IT teams.
Indian Council of Market Research (A division of Planman Consulting, New Delhi (Dec 2007 – Dec 2008)
Research Associate (Reporting to Research Analyst)
Key Deliverables:
 Handled data in Excel and SPSS 13 for report generation.
 Conduct market study through research papers, interviews, mystery shopping etc to provide early visibility
to senior management about industry trends, competitors moves and industry environment changes.
 Performing basic regression analysis to find out the parameters which affect the independent variable the
most.
 Conducting FGD (Focus Group Discussion) to find out the various parameters for a product before the
product launch.
 Part of the team that communicate with client and the team during project transition.
Credentials
 MBA with specialization in Finance and Marketing from Indian Institute of Planning & Management in 2008
with 65% marks.
 B.E. with specialization in Civil from Jorhat Engineering College, Dibrugarh University in 2005 with 69%.
Technical Knowledge
 Knowledge of MS Excel, Oracle SQL.
 Knowledge of Colline tool (Collateral Management)
 Knowledge of project management and tracking tools HP-QC 11 and ITRACK.
Achievements

3.  Worked as a member of Indian Society for Technical Education, Student Chapter, JEC from 2002 to 2004.
 Prize Winner in State quiz competition.
 Played for school and college in State and National level Table Tennis Competitions.
 “Best Performer of the Month”, award by CITIGROUP & WIPRO for continuously 4 months in a row.
 “Best Performer of the month” award by JP MORGAN for 2 months.
 “Best Performer of the Quarter” award in SOCIETE GENERALE
 Completed NCFM Capital Market (Dealer’s) Module.
 Completed AMFI Mutual Fund (Advisor’s) Module.
 Completed NIIT’s course on Oracle 10g and SQL.
Training/Workshop
 Industrial Training at PWD, Assam during B.E
 Conducted a small workshop on the Greek default scenario and reasons for the default in JP MORGAN.
 Workshop/ Seminar on ORACLE Knowledge sharing at Wipro.
 Workshop on Business Analysis fundamentals and Requirement Gathering at JP Morgan.
Personal Profile
Languages Known: English, Hindi and Bengali
Permanent Address: House No.65, New Bakrapara Colony, Basistha Charali, Guwahati-781029, Assam.
Passport: N0657972 with expiry date as 23/06/2025