Mohana Deb
Associate Manager
Summary
Associate with expertise in product oversight and governance, excelling in managing projects and serving as the primary liaison between clients, cross-functional teams, and off-shore support teams. Focus on ensuring clarity of goals, data quality, and adherence to deadlines. Successfully outline requirements and translate them into functional and technical specifications while working closely with stakeholders and counterparties. Proficient in trade operations, audit, reconciliation, and analysis, consistently achieving high standards and KPI targets. Effective in managing wealth portfolios and demonstrating adherence to SLA/TAT requirements.
Overview
2025
2025
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
Work History
Associate- Product Oversight and Governance- Syndicate Loans
BlackRock
9 2023 - Current
- Orchestrate the comprehensive syndicated bank loan lifecycle events, settlements, and cash/position reconciliation across primary, secondary, non-standard, and distressed bank loan trades while mitigating risk.
- Strategically liaised with a spectrum of external service providers, including legal councils, custodians, agent banks, and platforms such as Wall Street Office, Debt Domain, Lend Amend, SyndTrak, and MARKIT to ensure accurate reporting.
- Collaborated with cross-functional teams to gather and analyze requirements for system enhancements.
- Transformed the gathered information into comprehensive documentation, including Business Requirement Documents (BRDs) and Functional Requirements (FRDs), SOP.
- Collaborated with cross-functional teams to develop test plans, test scenarios, test cases and participate in user.
- Managed multiple stakeholders, assisted users with site-specific configuration and technical issues, and handled change requests.
- Leading the Corporate Action Team while liaising with traders to oversee the identification, vote collection/solicitation, and post-closure tracking of LSTA/LMA credit corporate actions, successfully managing over 700 transactions in 2024.
Fund Services Specialist, Bank Loans
JP Morgan Chase and Co.
01.2022 - 09.2023
- Spearheaded a pivotal Alteryx Project using UI Path within the AST framework, orchestrating the collection and analysis of extensive datasets. This initiative, underpinned by expert application of SME knowledge and the creation of automated workflows, culminated in a significant reduction of manual labour, thereby elevating team efficiency and productivity.
- Managed custody cash reconciliations for a diverse portfolio of clients, ensuring accuracy and compliance by closely liaising with agents to resolve discrepancies.
- Engineered and deployed sophisticated dashboards utilizing Tableau and JIRA tools, facilitating enhanced management oversight and decision-making processes.
- Tracking Project milestones, building Project artifacts like RACI Matrix, Process flows.
- Oversaw the meticulous capture and settlement of trades based on client-provided Funding Memos, coupled with the diligent investigation, resolution, and clearance of outstanding discrepancies through adept utilization of SWIFT Messaging platforms.
- Received the Performer of the Quarter award for developing a Reconciliation Dashboard that enhanced the management's decision-making process by providing faster and more accurate insights.
Senior Financial Analyst, Cash Management, Balances Middle Office
Northern Trust Operating Services
10.2017 - 01.2022
- Led Project Management initiatives, collaborating with teams to develop and execute test cases in UAT environments, significantly enhancing system reliability through prompt issue reporting
- Executed comprehensive Reconciliation(Cash, Nostro and Suspense Accounts) for over 1000 clients, adhering to BCBS Reporting Supervision, thereby ensuring accuracy at both transaction and balance levels
- Served as a Subject Matter Expert for SEPA Payments MT/MX messages, SWIFT, ISO20022, and GPP payment engines, overseeing the full payments lifecycle from initiation to clearing and settlement, in compliance with regulatory standards.
- Collaborated with cross-functional teams to develop test plans, test scenarios, test cases and participate in user.
Education
MBA - Finance
Dr. Ajeenkya D.Y.Patil School of Management
Pune 06.2015 - 07.2017
Bachelor of Technology - Bachelor of Technology
Pacific Academy of Higher Education And Research Society
Rajasthan 08.2011 - 06.2015
Skills
Tableau
Power BI
Basics SQL
Payments
SWIFT/GPP
Alteryx
Agile (Scrum)
Reconcilliation
Bank Loans
Corporate Actions
BRD, FRD and SOP
Stakeholder Management
Process Improvement
Accomplishments
- Received 1 Silver Award and 1 Bronze Award within a year in BMO to transform the operating model and to work in harmony delivering cash services globally to our clients and partners.
- Received Performer of the Quarter in JP Morgan for handling end to end processing of sensitive clients.
Disclaimer
I hereby declare that all the provided information is up-to-date and I shall be held responsible for any false data.
Certification
Business Analyst
Timeline
Fund Services Specialist, Bank Loans
JP Morgan Chase and Co.
01.2022 - 09.2023
Senior Financial Analyst, Cash Management, Balances Middle Office
Northern Trust Operating Services
10.2017 - 01.2022
MBA - Finance
Dr. Ajeenkya D.Y.Patil School of Management
06.2015 - 07.2017
Bachelor of Technology - Bachelor of Technology
Pacific Academy of Higher Education And Research Society
08.2011 - 06.2015
Business Analyst
Scrum Certified from Scrum Alliance
Associate- Product Oversight and Governance- Syndicate Loans
BlackRock
9 2023 - Current
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