Hashim Sheikh

About Hashim Sheikh

I began my career in Financial Services with one core belief: success isn’t about ticking boxes — it’s about anticipating challenges, building partnerships, and delivering solutions that create real value.Over the past 14 years, I’ve developed expertise across Investment management operation functions, including Trade Operations, Confirmations, Settlements. New Client & Fund Onboarding, Reference Data Management,Data Governance & Collateral Management. I’ve thrived in high-volume, high-pressure environments where accuracy, speed, and compliance are non-negotiable.I pride myself on being a true connector — bridging business and technology, aligning with internal teams, and balancing urgency with precision. My approach is rooted in collaboration: driving process improvements, guiding teams through change, and engaging stakeholders across geographies to deliver seamless outcomes. I bring a calm, solution-oriented mindset that fosters trust and ensures resultsKey Strengths:• Strategic Planning & Business Transformation• Delivering Large-Scale Departmental & Enterprise Projects• Client Service Excellence & Operations Management• Mentoring High-Performing Teams based out in multiple location• Stakeholder Engagement & Relationship Building• Process Improvement & Workflow Automation• Risk & Compliance Oversight

Experience

1. Deputy Manager - Reference Data - Investment Operations

   Franklin Templeton

   Nov 2019 — Present · Hyderabad, IN

   In my current role, I lead a global team of SMEs, driving strategic transformation across Front and Middle office space, by partnering with technology teams, Custodians, Brokers, vendors, and internal stakeholders, I deliver solutions that improve efficiency, enable automation, and support onboarding of advanced tools.Key Achievements:• Aladdin Integration: Contributing to an enterprise-wide Initiative to migrate $1.4T USD assets and front-to-back processes to BlackRock’s Aladdin platform, achieving cost savings through legacy system retirement, process standardization, scalability, and team consolidation.• Acquisition Integration: Integrated Putnam Investments ($150B AUM) workflows into Franklin Templeton systems for scalability and consistency.• Golden Source Account Master: Implemented a vendor solution to streamline account and portfolio data management for Investment Operations.• Global Custodian Model: Rolled out DTCC Omgeo ALERT Direct Model across major banks, covering 95% of custodians and reducing operational risk.• Automation: Delivered RPA solutions for market maintenance and collateral setup, improving turnaround and lowering costs.• Data Strategy: Distributed trade reference data into enterprise integration layers to support strategic initiatives.• ISO 20022 Migration: Transitioned SWIFT MT messages to ISO 20022 MX standards for wire processing.Productivity Programs: Led firm-wide initiatives to enhance efficiency across front-to-back operations.Core Responsibilities:• Manage a global SME team to deliver strategic projects and operational excellence.• Design workflows, resolve complex issues, and ensure compliance with controls and regulations.• Drive planning, risk management, and business continuity initiatives.Leadership & Development• Established Reference Data sites in Poznan and Chennai.• Recruit, mentor, and realign staff for optimal performance.• Conduct appraisals and define development paths for high-performing teams.

Education

• Nagpur University

  Master of Business Administration (MBA), Finance and Financial Management Services

  2010 — 2012

• Nagpur University

  Bachelor of Business Administration - BBA, Finance and Financial Management Services

  2007 — 2010

Skills

• Bonds
• Microsoft Excel
• Powerpoint
• Financial Analysis
• Financial Modeling
• Data Analysis
• Otc
• Fixed Income
• Microsoft Office
• Exchange Traded Derivatives
• Windows
• Investment Banking
• Accounting
• Html
• English
• Financial Accounting
• Cds
• Microsoft Word