Shubham Singh
PRODUCT LEAD
Pune
Work Preference
Summary
Strategic Operations, Product & Program Leader with almost 12 of experience across global investment banks, consulting, and enterprise technology environments. Expert in end-to-end Client Lifecycle Management (CLM/COLM) for asset management and banking platforms, modernizing legacy ecosystems through interoperable data, middleware, and automation. Deep domain expertise across Asset Management, Fixed Income, Municipal Bonds, and Private Funds, with strong ownership of product governance, vendor management, and regulatory-aligned operating models. Known for delivering scalable, cost-efficient post-trade and servicing solutions using systems integration, intelligent RPA, and AI-assisted decision intelligence.
Overview
12
12
years of professional experience
6
6
Certifications
Work History
Senior Associate
TIAA / Nuveen
08.2023 - 03.2026
- Strategic Product & Architecture
- Architected lifecycle solutions for Nuveen’s asset management ecosystem, streamlining onboarding for Private Funds, Fixed Income, and Municipal Bonds.
- Designed the COLM ecosystem, creating logical data layers to integrate onboarding, compliance, and reporting across legacy applications.
- Led product governance, managing backlogs, release cycles, and technical specifications to bridge the gap between business needs and engineering.
- Automation & Efficiency Gains
- Deployed Python, RPA, and AI runbooks, saving 2 man-days per sprint and boosting overall productivity by 40%.
- Optimized operational workflows, delivering a 30% efficiency increase and a 20% reduction in costs.
- Accelerated project delivery by 25% through strategic automation and refined data handoffs.
- Leadership & Team Transformation
- Stabilized “high-chaos” teams as Agile Coach, restoring stakeholder confidence and delivery predictability within two months.
- Upskilled cross-functional teams on new technologies while securing stakeholder buy-in for automation roadmaps.
- Cultivated internal client relationships that contributed to a faster work intake.
- Trained and supported new team members, maintaining culture of collaboration.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
- Mentored junior associates, fostering professional growth and helping them reach their full potential.
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
Senior Consultant
EY
11.2021 - 08.2023
- Technology Consulting (Banking & Asset Management Clients)
- Client-Facing Role | Tier-1 Global Investment Bank
- Agile Leadership & Delivery: Served as Scrum Master for high-pressure automation initiatives, enforcing sprint discipline and restoring delivery predictability within two months.
- Business Analysis & Solution Architecture: Converted complex asset-management business requirements into product-ready specifications, effectively bridging operations and engineering teams.
- Intelligent Automation: Delivered Python, RPA, and AI-assisted runbooks to eliminate repetitive manual activities, achieving savings of ~2 man-days per sprint.
- Application & Data Management: Designed the COLM ecosystem by creating logical data layers over legacy platforms, enabling seamless data flow across onboarding and compliance processes.
- Process Optimization: Automated reporting workflows end-to-end, reducing report generation time by 50% and improving team productivity by 30%.
- Lifecycle Governance: Led end-to-end onboarding models for Private Funds and Fixed Income portfolios, ensuring alignment across data, operations, and downstream servicing teams.
- EY Internal Role
- Account Management & Growth: Developed trusted senior-stakeholder relationships, securing alignment on multi-year roadmaps and contributing to 15% account revenue growth.
- GCC Expansion: Supported Global Capability Center (GCC) scale-up by expanding delivery capacity and institutionalizing best practices for global financial-services engagements.
- People Leadership & Talent Development: Mentored and coached junior consultants, fostering a high-performance culture that improved retention and team morale.
- Project & Delivery Governance: Implemented structured governance frameworks—including backlog prioritization, release management, and executive reporting—achieving 95%+ on-time delivery.
- Strategic Facilitation: Facilitated cross-functional workshops that increased stakeholder engagement by 40%, aligning leadership on resourcing and operational priorities.
- Performance Management: Designed KPI frameworks to standardize performance tracking and strengthen accountability across cross-functional teams.
Business Analyst
ADP
12.2018 - 11.2021
- Automation & Process Transformation
- Patented Automation Innovation: Designed and delivered an end-to-end, multi-platform automation solution for critical Pay Statement Audits, including mainframe integration; awarded a company patent for the innovation.
- Compliance & Audit Transformation: Eliminated high-risk compliance exposure and reduced manual payroll audit effort by 70–80% through research-driven automation logic.
- Automation Architecture & Scale: Established standardized RPA frameworks and adoption playbooks, enabling scalable intelligent automation across Payroll and HCM operations.
- Lifecycle Delivery Leadership: Led full automation lifecycles using Blue Prism—from opportunity discovery and solution design to production deployment and support—for vendor management, invoicing, and reconciliation processes.
- Operational Efficiency & Cost Optimization: Streamlined end-to-end processes to improve operational efficiency by 30%, reduce manual effort by 50%, and achieve a 40% reduction in operating costs through process redesign.
- Data & Insights Leadership:
- Productivity & Continuous Improvement: Identified systemic bottlenecks and drove continuous-improvement initiatives, delivering a 25% increase in productivity and fostering a culture of innovation.
- Agile & Cross-Functional Delivery: Orchestrated cross-functional Scrum teams to deliver high-accuracy finance and payroll processing with minimal manual intervention.
- Stakeholder Enablement: Delivered executive-ready presentations and facilitated training programs to upskill teams on automation tools, securing stakeholder buy-in and improving customer satisfaction by 20%.
Senior Executive (Business Analyst)
CitiusTech
07.2017 - 12.2018
- ERP & Internal Systems
- ERP & Transformation Delivery: Led end-to-end implementation of Microsoft D365 Finance & Operations—the first cloud-based D365 Finance program in the Indian services industry—overseeing design, rollout, stabilization, and user adoption.
- Change, Data & Integration Governance: Owned enterprise change management, data migration, and integration governance to ensure business continuity and scalable platform adoption.
- Platform Architecture: Architected the InterCT internal application ecosystem, integrating visa management, talent, and asset management systems into a unified, interoperable enterprise platform.
- End-to-End Vendor Management: Managed a diverse multi-vendor landscape—from large global partners to niche legacy-system providers—covering onboarding, delivery oversight, quality assurance, timelines, and contractual alignment.
- Multi-Vendor Coordination & Risk Control: Acted as the single point of accountability across competing vendors, resolving delivery conflicts, managing dependencies, and ensuring solutions met defined business and technical standards.
IT Analyst
Acrotrend Solutions Ltd
05.2016 - 06.2017
- Business Analyst / BI Consultant
- Supported client dashboard requirements using Tableau, Power BI, QlikSense, improving data visibility for stakeholders
- Conducted requirements gathering, business analysis, stakeholder coordination, and user feedback analysis for continuous improvement
- Created prototypes, wireframes (MS Visio) and basic data models, validated via Excel and BI tools
- PMO Operations & Vendor Management
- Supported PMO operations including project tracking, documentation, and delivery compliance
- Coordinated with cross-functional teams to deliver projects on time and within scope
- Managed vendor relationships, supported contract negotiations, and contributed to process improvement initiatives across functions
Senior Executive
HCL Comnet Ltd (HCL Technologies Ltd)
06.2014 - 05.2016
- Project Management & Reporting
- Planned project timelines & resources using mind-mapping with strong focus on risk mitigation
- Monitored SoW vs Contract, effort & time variance, milestones, and risks using MSP reporting and automated tools
- Led project initiation & client kick-offs, maintaining relationships across the project lifecycle
- Managed project commercials including purchase, billing, revenue recognition, vendor coordination, and post-delivery quality improvement
- Process Improvement & Reporting Solutions
- Drove process improvement through requirement analysis, documentation (Visio), and continuous optimization
- Designed operational data models and Lean IT–based dashboards for project and BAU reporting
Education
MBA - Operations Management
Symbiosis Institute of Business Management
Bengaluru03.2014
Bachelor of Engineering - Computer Science Engineering
Jabalpur Engineering College
Jabalpur05.2012
Skills
Strategic Product Roadmapping
Digital Transformation Strategy
Data Interoperability & Platforms
Intelligent Automation
AI Enablement
Client Lifecycle Management (CLM)
Asset Management Operations
Agile Delivery (Scrum / SAFe)
Vendor & Multi-Partner Management
Enterprise Delivery & Risk Management
Executive Stakeholder Management
Regulatory & Compliance-Aligned Delivery
Certification
ISO 20022 & SWIFT MX for Payments MVLCO Centre for Banking & FinTech (2023) Payments standards, ISO 20022 messaging, financial data interoperability
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Associate
TIAA / Nuveen
08.2023 - 03.2026
Senior Consultant
EY
11.2021 - 08.2023
Business Analyst
ADP
12.2018 - 11.2021
Senior Executive (Business Analyst)
CitiusTech
07.2017 - 12.2018
IT Analyst
Acrotrend Solutions Ltd
05.2016 - 06.2017
Senior Executive
HCL Comnet Ltd (HCL Technologies Ltd)
06.2014 - 05.2016
MBA - Operations Management
Symbiosis Institute of Business Management
Bachelor of Engineering - Computer Science Engineering
Jabalpur Engineering College