Santosh Kumar Hela

About Santosh Kumar Hela

Dynamic Business Analyst with a proven track record of delivering impactful results and Specializing in capital markets retail Banking and digital transformation, I bring extensive experience in business analysis and requirement gathering, driving successful project outcomes. Proficient in SQL and adept in stakeholder management, I excel in optimizing trade applications and ensuring regulatory compliance to boost operational efficiency. Committed to leveraging IT solutions to drive business growth and effectively respond to market dynamics.

Experience

1. Senior Consultant

   Cognizant

   Oct 2025 — Present · IN

   Senior Consultant – COGNIZANT TECHNOLOGY SOLUTIONS (Cognizant) Client: Wells Fargo (MAXIT Integration) • Led end-to-end business analysis and solution design for Open and Closed Tax Lot data integration as part of the Maxit implementation initiative.• Served as Product Owner and senior stakeholder liaison, aligning Business, API, and Data Engineering teams to deliver scalable, regulatory-compliant solutions in accordance with Wealth & Asset Management standards.• Defined and governed data mapping and enrichment strategy for critical tax lot attributes, including cost basis, acquisition date, disposal date, holding period, wash sale indicators, realized/unrealized gain calculations, and regulatory reporting fields.• Owned functional requirements, epics, and user stories; drove backlog prioritization, sprint planning, and refinement sessions to ensure delivery aligned with business objectives and compliance mandates.• Established reconciliation framework between source systems and target platforms, implementing control checkpoints to ensure data integrity, completeness, and audit readiness.• Directed System Integration Testing (SIT) and User Acceptance Testing (UAT), defining acceptance criteria and validation controls to ensure data quality and regulatory compliance (IRS cost basis reporting standards).• Coordinated cross-functional teams to resolve data gaps, transformation issues, and API integration challenges, minimizing delivery risk and ensuring timeline adherence.• Provided executive updates, risk assessments, and dependency tracking to program leadership, ensuring transparency across technology and business stakeholders.

Education

• Indian Institute of Planning and Management

  MBA, Finance

  2004 — 2006

• University of Calcutta

  Bachelor of Arts (BA), english, economics & history Political science

  1996 — 1999

• Jadavpur University

  PGCACS, Computer science

  2000 — 2001

Skills

• Alternative Investments
• Portfolio Management
• Analytical Skills
• Trading
• Investment Banking
• Wealth Management
• Finance
• Investment Research, Investment Banking,Portfolio Management,Asset Management,
• Mutual Funds
• Equity Research
• Strategy
• Investments
• Equities
• Bloomberg, Reuters Knowledge, Morningstar Direct, Factset, Factiva, Alacra
• Fixed Income
• Asset Management
• Bloomberg
• Valuation
• Securities
• Analysis
• Analytics