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Professional Summary

  • Currently working as Vice President in Morgan Stanley (Bangalore)
  • Around 12+ years of overall IT experience
  • Regional client reporting technology head with a business centric focus towards project execution coupled with the deep technical knowledge and creative vision required to build key innovative products for the securities industry.
  • Extensive experience in managing technology teams and executing complex projects. Skilled in organizational leadership, communicating with senior management, vendor relationship, coordination of diverse geographic and cross-organizational teams and project planning.
  • Management and technical oversight of Prime Brokerage, Fund Administration, Listed Derivatives, OTC Clearing, Electronic Trading, Risk, Margin Portfolio Accounting, Wealth Management reporting teams in India and New York
  • Architected, managed and executed projects of varying sizes in reporting related technologies.
  • Deliver revenue enhancing / cost-saving projects out of India
  • Vast experience in vendor team management. Manage relationships with local vendors who provide us offshore developers. 
  • Set up a plan with a vendor to run software delivery as a managed team model
  • 6 years of On-Site Experience (Capgemini USA). Worked as on-site Project Lead for client Morgan Stanley Fund Services, New York, USA.


Management and Leadership Skills
  • Working as a Regional Client Reporting Services technology head for Morgan Stanley Prime Services spanning across multiple business units including Prime Brokerage, Fund Administration, International Wealth Management, Electronic Trading
  • Managing team of 40 resources across various Locations in India and New York
  • Managing relationship with four different Vendors
  • Successfully setup client reporting team in India (onsite/offshore)
  • Performed business analyst role in various areas like investor transparency reporting, Price Valuation Reporting etc.

Reporting Technologies

Crystal Reports, XL Writer, Qlikview, Tableau, Morgan Stanley Proprietary reporting platform

ETL/Data Virtualization

Informatica, Composite

Database Technologies

Sybase, DB2

Knowledge Of

Hadoop, Python, Spark, Java, AWS

Work experience


Vice President

Morgan Satanley

Client Reporting service caters to multiple business units of Morgan Stanley, assisting these businesses in their reporting needs. MS Prime brokerage, MS Fundservices and MSET being the biggest users. The team provides services of analysis and design, development, maintenance to 100+ reporting streams. This in-house reporting plant generates and distributes more than 1 Million reports every day in short span of 5-6 hours apart from the adhoc reporting for global use. The reporting platform supports US/Europe/APAC regions. As a Project Manager I manage pool of 40 resources across different locations(New York, Mumbai, Pune, Chennai) comprising of 4 vendors for variety of ongoing Reporting related projects. I am responsible for all the reporting needs and administration of the Client Reporting plant.

Major Projects Led

  • Cloud based Report Delivery – Working on leveraging cloud based technology like Dropbox, Box as a delivery method for report delivery
  • MSFS Custom Statement Generation – Currently working on creating a framework to create custom statements dynamically for fund investors
  • MS Portfolio Accounting Reports – Position/Taxlot/Activity/P&L reports given on Daily Monthly Quarterly Yearly & on demand basis to all clients.
  • Stratum Report - The new reporting platform, branded Stratum (SM), allows for reporting at various levels of detail and frequency, defined by the manager on a fund-by-fund basis.
  • Price Verification Reports – This reporting stream help the business to verify prices used to value the assets   and liabilities. The verification is done by comparing price used by Morgan Stanley for Portfolio management   and the raw prices across the exchanges using a complex Algorithms.
  • MSGR (Morgan Stanley Global Reconciliation) Reporting – These reports provide the clients the break analysis (Quantity, Price, Market Value etc.) between Morgan Stanley and the Custodian’s data. Manage SLAs and daily validation of Management and Regulatory reports for Market Risk Liaising with the Risk Managers to develop solutions to manage their market exposure and administration of risk limits



Project Manager/On Site Coordinator

Capgemini Financial Services(USA)

Morgan Stanley Fund Services was a relatively new venture started to extend services to Hedge Fund Clients, assisting in various hedge fund processing cycles and complement the leading Prime Brokerage business. As a Project Manager I managed a pool of 9 resources for variety of ongoing reporting related projects. I was responsible for all the reporting needs and administration of the MSFS Reporting plant.

Morgan Stanley’s Prime Brokerage business unit used a MS-Access based reporting system which catered for numerous reports, but had a very high operation cost and required round the clock monitoring and maintenance. A fixed-bid project was successfully executed by us to migrate over 1500+ report instances from MS-Access based architecture to Composite, an Enterprise Information Integration (EII) tool, based new system.


Associate Consultant

Capgemini Financial Services(India)

Worked extensively for Morgan Stanley's Prime Brokerage reporting ranging from MSPA, RISK, Cash Forecast, Swaps, Margin, etc. Handled close to 24 different reporting streams as a team and did all types of operations from data issues to end report generation and distribution to business users.


Sr Developer

Cybage Software Pvt. Ltd India

MSS Retail Professional is a total in-store solution that performs a complete back-office function to help manage the store. This is a three-tier application built using Visual Basic 6.0 as front end and MS-SQL Server as Back-End while MTS handles the Middle tier. It automates the business process of the Retail Store. The Crystal Report Engine, a highlight feature, was conceived and implemented by me which helped to add a significant Reporting capabilities. I was involved in System Analysis, Design, Coding, Product testing and post implementation support.



EGMP- Management Program

Indian Institute Of Management, Bangalore


Pune University




Pune University