Jayashree T

About Jayashree T

Senior Business Analyst and Product Owner with 9+ years of experience delivering enterprise-scale solutions across Capital Markets and Retail Banking. Strong expertise in Business Analysis, Agile delivery, and Data Analytics, translating complex financial requirements into scalable, compliant technology solutions.Experienced across the full SDLC including requirement gathering, backlog refinement, sprint execution, UAT, and release management. Domain knowledge in Fixed Income, Derivatives, Collateral Management, Trade Lifecycle, Risk, and Regulatory Reporting. Proficient in SQL, Power BI, Tableau, ETL, and Data Modeling to support real-time analytics, reconciliation, and executive reporting. Technical Skills• Capital Markets & Banking: Fixed Income, Derivatives, Trade Lifecycle, Collateral, Risk, AML/KYC• Business Analysis: BRD/FRD, RTM, Use Cases, Process Flows, Gap Analysis• Agile Methodologies: Scrum, SAFe, Backlog Grooming, Story Mapping, PI Planning• Tools: Jira, Confluence, Rally, TFS• Data & BI: SQL, PL/SQL, SAS, Power BI, Tableau• Data Engineering: ETL, Data Warehousing, Data Quality, Data Governance• Testing & Delivery: UAT, SIT, Regression Testing, Release Management• Systems: SAP ERP, Oracle, SQL Server, Calypso, Colline• Integration: REST/SOAP APIs, Payment & Settlement Integrations#BusinessAnalyst #BusinessDataAnalyst #AgileBusinessAnalyst #CapitalMarkets #RetailBanking #FixedIncome #Derivatives #CollateralManagement #TradeLifecycle #RiskManagement #RegulatoryReporting #AML #KYC #FinancialServices #InvestmentBanking #DataAnalytics #BusinessIntelligence #PowerBI #Tableau #SQL #PLSQL #SAS #ETL #DataWarehousing #DataModeling #DataGovernance #DataQuality #AgileDelivery #Scrum #SAFe #Jira #Confluence #UAT #ReleaseManagement #ProcessImprovement #DigitalTransformation #EnterpriseApplications #CrossFunctionalTeams #StakeholderManagement #PortfolioManagement #TradingSystems #ProductBacklog #SprintPlanning #ContinuousImprovement #RegTech #FinTech #EnterpriseData #Dashboarding #ReportingSolutions

Experience

1. Senior Business Analyst Product Owner

   First Republic

   Jan 2023 — Present · San Francisco, CA, US

   This program modernized First Republic’s Capital Markets platforms, delivering an online trading application and portfolio asset conversion framework to support fixed income, equities, and derivative products while ensuring compliance and operational continuity. Project 1 – Online Trading Platform DevelopmentDesigned and launched an enterprise-grade application for Fixed Income and Equity Derivatives, enabling trade initiation, reconciliation, and P&L tracking, while integrating with clearing agents for settlement.Project 2 – Portfolio Asset Conversion & Risk ManagementLed conversion of multi-asset portfolios post-acquisition, streamlining broker-dealer transitions, asset data cleanup, and carrier registrations, while embedding risk controls for compliance.Key Responsibilities: Transitioned teams to Agile/SAFe, coaching on Scrum and driving velocity improvements (35% faster delivery). Defined BRDs/FRDs, trade mappings, and RTMs across SIMM, Colline, and vendor integrations (AcadiaSoft). Partnered with Legal, Risk, and Regulators to implement Dodd-Frank/EMIR into Collateral Management systems. Built Tableau dashboards for real-time trading exposures and reconciliation insights. Facilitated UAT, defect triage, and release readiness with cross-functional teams.#BusinessDataAnalyst #CapitalMarkets #FixedIncome #TradingPlatforms #EquityDerivatives #TradeLifecycle #FinancialTechnology #FinTechProjects #RiskManagement #TradeReconciliation #CollateralManagement #AssetManagement #PortfolioConversion #MergersAndAcquisitions #DataMigration #SecuritiesProcessing #RegulatoryCompliance #AgileDelivery #ScrumMaster #SAFeAgile #BusinessAnalysis #SQL #TableauDashboards #UserStories #UATTesting #DigitalTransformation #RiskCompliance #DoddFrank #EMIR #AML #KYC #CapitalMarketsTechnology #FinancialRegulations