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Patel S R

NCFM Certified Business Systems Consultant


To manage and lead an Equity (Trade life cycle) support/development team. Maximize my team's strength and experience in a challenging environment, guiding by example and utilizing my experience in directing team towards its objective within the deadlines thus achieving the goals set by management.


A result oriented professional with 8 years rich experience in handling large and complex projects in Capital Markets Production Support. Currently associated with Wells Fargo India Solutions, as Business Systems Consultant. Good knowledge in Prime Trading Services, Repo Trading application and Collateral management. Extensively supported middle office and back office applications. A sound Knowledge in UNIX, SQL, Shell Scripting, Prime Brokerage and Trade life cycle. Proactive and Resourceful with a high level of confidence, professionalism and holds a Bachelor’s degree in Engineering. Proven ability to manage complex financial applications in Fortune 500 company. 

Work experience

July 2012Present

Business Systems Consultant

Wells Fargo India Solutions

Worked as middle/back office support in trade life cycle, trade issue resolution related to middle and back office related to data or application, maintenance (Application support) and coordination on releases for the capital market applications which includes REPO trading application ARTS, collateral management application ALGO, Prime trading service applications and Broadridge Gloss/BPS/Impact. Responsible for support operation to meet the technical and business requirements of users dealing with Middle office, back office risk management systems for Capital Markets.

  • Strong subject matter expert in Prime Brokerage applications, REPO trading and Collateral Management and which includes Equities and options.
  • Extensive User Support on trade entries, booking, settlement, reconciliation and Risk management platforms which includes Merlin/ Ion/Broadridge Impact/BPS/Gloss.
  • Coordinate among upstream and downstream applications for system changes or any unexpected issues.
  • Supporting inquiries on trades order issues, trade flows monitoring, continuous interaction with Traders/operations and sales desk to fix business issues.
  • Weekly and Monthly Reporting based on the Incident Management System and Problem Management System based on ITIL practices. 
  • Create monthly reports on incidents and user queries for upper management review which also includes progress on reducing manual work around. 
  • SPOC for BCP activities for all applications of Prime Team.
  • Primary contact person for Funding and Prime Technology team for any critical, emergency issues and user queries. I am involved in analyzing and resolving the production issues within SLA, creating incident management tickets, emergency change management tickets and resolving problem tickets.
  • ALGO is collateral management application which generates reports based on daily/weekly/monthly margin calculations, we help resolve any report issues, generate ad-hoc reports based on user requirements. We help resolve any calculation related issues.
  • Extensively involved in batch monitoring through ITRS/autosys, resolving batch failures and sending daily/weekly reports to all stakeholders of the application.
  • Providing support for pre and post change testing and deployment, and coordinating with different teams across the bank
  • Responsible for effective communication between the project team and the client. Provide day to day direction to the project team and regular project status to the customers.
  • ARTS is a vendor based application used for REPO trading. We maintain the application 24*7 and resolve user issues.
May 2010July 2012

Senior System Analyst

Cognizant Technology Solutions
  • Supporting real time trading systems for the Fixed Income, Portfolio construction and derivative applications.
  • Create Business Requirement Documents based on client/project requirements.
  • Ensure platform is operational for business during business hours by conducting timely SOD and EOD checks and make sure data is accurate.
  • Handling incidents and intraday queries from users.
  • Follow the incident management and problem management process to handle any issues proactively and to get the problem fixed.
  • Fixing recurring issues by automation using Shell script.
July - 2009May - 2010

Campaign Management & Quality Analyst

Theorem Inc,

Managed and optimized the design, content, targeting & messaging of email communications. Utilized aggressive testing to maximize campaign performance and isolated campaign driver effectiveness. Worked with business development and marketing teams on promotions and overarching/multi-media campaigns. 

  • Define and execute a strategy to maximize revenue through email communication.
  • Setting up and monitoring all email marketing launches via email service providers.
  • Reporting on performance, bounces, complaint rate of all emails sent.