Rajesh Vaishampayan

About Rajesh Vaishampayan

Achieved close to 36 years of excellence in Financial Services, with the last 21+ years…

Experience

1. Vice President

   J.P. Morgan

   Oct 2010 — Present · Mumbai, IN

   Implementation, Client Onboarding (FA/IMOS) & Client Services:EMEA Lead for Implementation: Successful migration of Implementation processes across EMEA and stabilized, Nil post migration issues encountered. The processes encompassing Fund/Share Class Launches, static maintenance in the Accounting System, and Transition Activities such as In-species, Mergers, Restructures, Fund closures, Uploader & Sub Fund Transfer Client Onboarding: – On boarded Clients from External Administrators to JPM Fund Accounting Platform across clients having portfolios in Billion Dollars. Onboarding activity goes through multiple processes which has been managed successfully to ensure seamless migration. Investment Middle Office Services (IMOS): Onboarding of clients on Middle Office platform successfully by sequentially performing Portfolio Replication Stage, Production Parallel Stage then Go LiveManaged Resiliency Agenda across Teams within COB, Implementation, and IMOS for 8 years with Nil Observations. Resiliency strategy testing across planned and unforeseen events conducted successfully.Served as the SPOC for Internal Audit within COB and IMPS space, achieving successful completion of Internal Audits with Nil ObservationMultiple award winners within FS space like Risk Champion, Portrait, Start Performer etc.Acted as Fund Services Trades Lead for EMEA managing Instruments like Equity/Fixed Income/Money Market Instruments/Currency Contracts/ETDRoles and responsibilities include: • Trade Capture in the Accounting System • Validation checks• Reconciled Cash/Stock between Custody and Accounting Books, investigation and breaks resolution• Managed ETD processes including Trade Capture, Position & Total Equity recon with Prime Broker. • 15% Efficiency/Productivity Target annually through strategic/tactical fixes, Client Behaviour changes, Elimination of Bespoke processes• Successful establishment of COE for FS Trades in Manila, transitioning 30 FTE roles seamlessly

Education

• Balmohan Vidyamandir

  High School

  1972 — 1984

• Welingkar Institute of Management

  DTM, Diploma In Taxation Management

  2002 — 2003

• University of Mumbai

  B.COM, Accountancy

  1984 — 1989

• Bombay Stock Exchange

  Certification in Debt Market Module

  2002

• Welingkar Institute of Management

  DFM, Diploma In Financial Management

  2001 — 2002

• Welingkar Institute of Management

  DEM, Diploma In Entrepreneurship Management

  2003 — 2003

• Welingkar Institute of Management

  DBM, Diploma In Business Management

  2000 — 2001

• Symbiosis

  PGDBA, Specialisation in Finance

  2002 — 2004

Skills

• Options
• Fund Administration
• Bloomberg
• Bonds
• Finance
• Financial Risk
• Valuation
• Fund Accounting
• Operations Management
• Treasury
• Management
• Securities
• Financial Markets
• Trading
• Investment Banking
• Back Office of Portfolio Management
• Portfolio Management
• Custodial Services
• Middle & Back Office Operations
• Corporate Actions
• Banking
• Mutual Funds
• Risk Management
• Team Management
• Management Information Systems (Mis)
• Process Improvement
• Equities
• Settlement
• Hedge Funds
• Back Office
• Derivatives
• Middle Office
• Process Improvements
• Data Reconciliation
• Prime Brokerage
• Fixed Income
• Mis
• Fund Services
• Capital Markets
• Financial Services