Thirtha Prasad

About Thirtha Prasad

Accomplished Business and Technology Consultant with 15+ years of experience, specializing in Wealth and Asset Management, and serving a global client base across India, UK, USA, South Africa, and Singapore, driving business growth and IT innovation- Proven thought leader with a successful track record in both product development and service-oriented environments, delivering innovative Wealth & Asset Management Solutions to top-tier clients globally, including UOB, Barclays, Morgan Stanley, TIAA and Standard Bank of South Africa- Results-driven Senior Consultant Manager with a strong track record of driving digital transformation initiatives and delivering complex projects, leveraging exceptional analytical, organizational, creative, and communication skills- Expert in Agile (Scrum) and Waterfall methodologies, ensuring efficient delivery of high-quality results and driving project excellence- Skilled in business analysis, process engineering, and requirements gathering, with proficiency in creating essential documentation using industry-standard tools like ARIS (BPMN) and UML- Seasoned professional with expertise in managing diverse stakeholder relationships, including Architects, Development teams, QA teams, and Business users, ensuring seamless collaboration and effective communication- Highly motivated and energetic self-starter with strong analytical, organizational, creative, and communication skills, driving digital transformation initiatives and exceling in complex projects.Products/Solutions: Addepar - Addepar (Investment Portfolio Management platform) Temenos - Infinity Wealth (Private Banking Solution) FISERV - Unified Wealth Platform (Private Banking Solution) SS & C - Sylvan (Performance Measurement platform) Morgan Stanley - GPS - Goals Planning System (Financial planning Solution) BTFG - WRAP and TRUST (Financial planning and Portfolio Management Application) HCL - FinEdge Wealth CRM (Wealth CRM Solution)Professional Certifications - • CFA Institute Investment Foundations Program • Certified Product Owner (PSPO I) and Certified Scrum Master (PSM I) from Scrum.org • CFP (Certified Financial Planner) from FPSB India in 2010 with “B grade” • Digital Product Management and Digital Transformation certification from University of Virginia • AMFI - Mutual Fund (Advisor) and NCFM - Derivative (Dealer) and Capital Market (Dealer) Certifications • Google Analytics certificate from Google Analytics Academy • Diploma in Computer Application with Programming Languages

Experience

1. Manager - Wealth & Asset Management

   EY

   Dec 2020 — Present · Bengaluru, IN

   Directed high-impact consulting engagements at a top US investment bank, driving strategic growth and innovation through process transformations and technology-enabled solutions- Designed and implemented comprehensive business strategies, policies, and processes, fostering effective stakeholder engagement and team collaboration- Spearheaded business analysis efforts, gathering critical requirements from key stakeholders to inform solution development and drive business outcomes- Managed the delivery of large-scale business solutions, ensuring timely and effective implementation- Translated complex business needs into actionable strategies, process enhancements, and performance metrics, driving business value- Led the optimization of the Financial Advisor compensation model, streamlining processes and enhancing performance- Mentored and guided high-performing business analysis teams, ensuring seamless collaboration and stakeholder alignment- Fostered strategic partnerships with cross-functional teams to drive business excellence, innovation, and growth- Developed and delivered comprehensive training programs, ensuring successful business adoption and user engagement.

Education

• University of Mysore

  Bachelor of Commerce - BCom, Accounting and Finance

  2003 — 2006

• University of Mysore

  MFAM - Masters in Financial Analysis and Management, Finance

  2006 — 2008

Skills

• Sap Crm
• Mis
• Finance
• Sdlc
• Portfolio Management
• Wealth Management
• Aris
• Investments
• Functional Specifications
• Business Analysis
• User Acceptance Testing
• Equities
• Sql
• Visio
• Requirements Analysis
• Analytics
• Customer Relationship Management (Crm)
• Scrum
• Agile Methodologies
• Software Development Life Cycle (Sdlc)
• Consulting
• Banking
• Mutual Funds
• Risk Management
• Performance Attribution
• Capital Markets
• Software Project Management
• Financial Services
• Crm
• Microsoft Crm
• Financial Modeling
• Hp Quality Center
• Analysis
• Training
• Testing
• Gap Analysis
• Quality Assurance
• Requirements Gathering