Medha Bhardwaj
Implementation Services Specialist | Investment Banking Operations | Derivatives & Capital Markets Professional | Executive MBA (IIFT)
- Role
- Implementation Services Specialist at OSTTRA
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Medha Bhardwaj
Investment Banking Operations professional with 7+ years of experience across derivatives, capital markets, and post-trade operations, specializing in OTC derivatives, trade settlements, reconciliations, and risk control functions.Skilled in managing end-to-end trade lifecycle, exception handling, break resolution, and stakeholder coordination across global markets. Experienced in collaborating with middle office, risk, and compliance teams to ensure smooth trade processing and regulatory adherence.Academically, I hold a specialization in Applied Finance (IIM Lucknow) and completed Executive MBA in International Business (IIFT Delhi), equipping me with strong financial, analytical, and strategic management expertise.
Experience
Implementation Services Specialist
Mar 2023 — Present · Gurugram, IN
Manage end-to-end trade lifecycle for OTC derivatives, including trade validation, confirmation, settlement, and break resolution across global counterparties.Partner with Front Office, Risk, Middle Office, and Finance teams to ensure accurate trade booking, P&L alignment, and timely resolution of exceptions.Perform reconciliations (cash, positions, trades) to ensure data integrity across internal and external systems.Investigate and resolve trade breaks and mismatches by coordinating with brokers, custodians, and internal teams, minimizing operational and financial risk.Monitor and report on trade exceptions, fails, and settlement risks, ensuring compliance with SLAs and regulatory standards (Dodd-Frank, EMIR, MiFID II).Contribute to UAT, system migrations, and process automation projects to enhance operational efficiency and reduce manual touchpoints.Maintain strong internal controls and documentation to support audit readiness and risk governance frameworks.
Education
Indian Institute of Foreign Trade
Executive Post Graduate Diploma in International business , International Finance
CCS University
Bachelor of Commerce, Accounting and Finance
Indian Institute of Management, Lucknow
Executive post graduate diploma, Applied Finance
I.N. (P.G.) College Meerut Mob.No.9456248638
Bachelor of Commerce - BCom
2013 — 2016
Indian Institute of Management, Lucknow
Executive Program in Applied Finance
IIFT
Executive Master of Business Administration, International Business
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