Manoj Kumar Goyal

Product Owner and Scrum Master @SEI

As a “Product Owner”, I have been instrumental in the roll out of many complex releases spanning across multiple business areas e.g. Corporate Action Processing 2. Trade Settlements Processing and its workflows (SWIFT as well as non-SWIFT) 3. Loans processing 4. Options processing 5. Mutual Fund Trading 6. Mutual Fund Income Processing (Omnibus & Fully Disclosed) 7. Client Portfolio Management 8. Setup of Trading partners and their roles 9. Setup of Assets (Financial Instruments) 10. Portfolio accounting and Reconciliation Some of the major enhancements rolled out during these years include: • Development of new business processes to handle Loans (Loans Payable and Loans Receivable) as well as Options transactions (BuyToOpen, SellToOpen, BuyToClose, SellToClose, Exercise and Expiry of Options) • Enhancing SWIFT messages processing for Trades, Mutual Fund orders and Recon messages • Enhancing Mutual Fund Trading to support Fund Companies having Multiple Fund Brokers with different cut-off times. • Enhancing Daily Rate Fund Income processing to calculate Entitlements based on asset level accrual rules to exclude or include transactions to calculate eligible balances for Accrual Calculations. • Implementation of NSCC (National Securities Clearing Corporation) and Charles Schwab’s Direct Income Processing to process Omnibus for Fully Disclosed income.