Sagar Shah
Principal Consultant @Citisoft
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WORK HISTORY
Principal Consultant @Citisoft
Toronto, ON, CA
EDUCATION
IES Management College & Research Centre
MBA, Finance
Narsee Monjee College of Commerce and Economincs
Bachelor of Commerce (B.Com.), Accounting and Finance
ABOUT SAGAR SHAH
CFA, FRM and Master’s in Finance with 17+ years of experience within the Asset Management, Wealth Management and Capital Markets domain. Experience in handling front office trading applications, risk management application, reference and market data applications, reporting platforms and various digital initiatives.Expertise in business analysis, requirement gathering and elicitation, feasibility studies, Agile SDLC implementation, documentations (business and functional specifications, user cases, user stories, wireframes, data models, data mapping specifications), walkthrough, demos and user training. Actively involved in project management activities, creating project plans, presenting business cases, requirement prioritization, cost benefit analysis, resource allocation, vendor management, team management and status reporting.Participated in test planning, test execution and user acceptance testing (UAT).Tools/Applications:• Project Management: MS Visio, JIRA, Confluence, SharePoint, HP ALM• Technology Applications: SQL, Oracle, Tableau, Murex, Bloomberg TOMS, Reuters, Python, Golden Source, VRS, MulesoftDomain Knowledge:• Products (Equities, Mutual Funds, ETFs, Fixed Income, Derivatives, Commodities)• Capital Markets (Trading, Valuation & Risk Management systems)• Wealth Management (Trading, Brokerage, Trade processing and reporting systems)• Reference and Market Data Applications (Golden Source, Asset Control)• Risk Management (VAR, Stressed VAR, Stress PL, IRC, DC)• Regulatory Projects (FRTB, Volcker, FACTA) • Trade Life Cycle (Order Routing, Matching, Confirmations, Clearing & Settlement)• Life & General Insurance (Policy Issuance, Underwriting, Co-Insurance, Reinsurance, Claims)
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