PARTH GOUDA
MUMBAI
Summary
Seasoned professional with 11 years of experience in Reference data and Middle Office functions. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Associate, Client Reference Data
Enfusion, A Clearwater company
11.2024 - Current
- Managing a team of 7 analyst and senior analyst and assisting them with their queries and work allocation.
- Managing end-to-end client onboarding from calls to setups.
- Responsible for client account setups and maintenance.
- Responsible for SSI setups based on requests received.
- Responsible for tax, fees and commission setups.
- Worked on financial agreement setups.
- Responsible for static maintenance as per requests.
Associate, Product Reference Data
Morgan Stanley
11.2020 - 10.2024
- Managed a vendor team of 12 and delivered a high quality client solutions.
- Collaborated with the product support team to fix static data issues.
- Collaborated with the product management team to understand the use of override function and implemented it to save manual efforts.
- Performed root cause analysis and fixed the bad static data.
- Participated in projects which required data extraction using SQL.
- Performed security setups of products involved Equities and Listed Derivatives.
Senior Associate, Market Data Management
SsnC GlobeOp
11.2018 - 11.2020
- Worked on automating the portfolio setups for loans and successfully reduced 57% of manual efforts.
- Worked on client account setups, SSI and fund setups as per the request from middle office.
- Worked stale price updates as per vendors.
- Worked on financial product setups like equities and listed derivatives.
Associate
Oracle Financial Services
01.2018 - 10.2018
- Worked on reviewing the client reports generated by asset managers.
- Ensured timely deliveries of reports to standard and be-spoke clients.
Senior Associate
Accenture Solutions Private Limited
04.2016 - 01.2018
- Worked on updating client static data.
- Worked on fund set-up and fund of fund set-ups.
- Worked on LEI updates for funds and firms to adhere to the regulatory requirements.
Analyst
Deutsche Bank
09.2013 - 01.2016
- Worked on transitioning the Hong Kong trade support function from Mumbai to Pune.
- Worked on coupon calculation post market close.
- Booked new trades in the risk management systems accurately to have the real time view of the PNL.
- Worked on Pre-settlement reconciliation report to ensure correct coupons are paid to note holders.
Education
Executive Program - Senior Management
Indian Institute of Management
06.2025
Post Graduate Diploma - Finance Management
Welingkar Institute of Management Studies
06.2020
Bachelors of Commerce - Banking and Insurance
S.K. Somaiya College of Arts, Science and Commerce
04.2013
Skills
- People Management
- Time Management
- Detail Oriented
- Analytical Thinking
- SQL
- Power BI
Accomplishments
- Received spot award at Morgan Stanley for enhancing Hulk with override function.
- Received spot award at Morgan Stanley for being a key contributor in unifying the SOPs.
- Received star employee of the month at Accenture for completing the project before time for client.
Certification
Completed Certified Investment Banking Operations from Imarticus Learning
LANGUAGES
English
Hindi
Timeline
Associate, Client Reference Data
Enfusion, A Clearwater company
11.2024 - Current
Associate, Product Reference Data
Morgan Stanley
11.2020 - 10.2024
Senior Associate, Market Data Management
SsnC GlobeOp
11.2018 - 11.2020
Associate
Oracle Financial Services
01.2018 - 10.2018
Senior Associate
Accenture Solutions Private Limited
04.2016 - 01.2018
Analyst
Deutsche Bank
09.2013 - 01.2016
Post Graduate Diploma - Finance Management
Welingkar Institute of Management Studies
Bachelors of Commerce - Banking and Insurance
S.K. Somaiya College of Arts, Science and Commerce
Executive Program - Senior Management
Indian Institute of Management
EXTRA-CURRICULAR ACTIVITIES
Worked as project leader in organising external speaker session Morgan Stanley Advantage services private limited Managed calls and meeting for the external speaker session. Divided teams to manage activities from start to end. Assisted committee sponsor in navigating and successfully delivering a smooth session.
Hobbies and Interests
Reading, Movies, Indoor games
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