Udaya Bhaskar

Business Analysis (Project and Programme Management) @HSBC

Düsseldorf, DE
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2019 — Present

Business Analysis (Project and Programme Management) @HSBC

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Düsseldorf, DE

Working as Project manager and Business analysis for Securities Taxation and Regulatory Reporting Services‬Responsible for implementing Withholding tax service across the markets, for Relief at Source, Quick Refund and Standard Refund‬Define the new tax service offering for different business lines like Private banking, securities services and outsourcing clients of HSBC‬Implemented‬‭ OECD‬‭ TRACE‬‭ model‬‭ for‬‭ Finland,‬‭ first‬‭ market‬‭ to‬‭ adopt‬‭ in‬‭ Europe,‬‭ coordinating‬‭ with‬‭ legal,‬‭ tax,‬‭ product,‬‭ operations‬‭ team‬‭ at‬ HSBC Group level in transition to become Authorised Intermediary (AI) in 1st wave‬Represented HSBC Germany in TRACE workshops with Finnish tax authorities, sub/global custodians, Big 4‬Working with Transformations, platform vendors and Big 4 for placing the IT changes for implementing Withholding tax services‬Monitor Annual tax governance as part Global Custodian Service on behalf of HSBC Germany‬Prepare and periodically update the internal withholding tax manuals for various European markets‬Prepare and publish withholding tax newsflashes to the client managers, sourcing the withholding tax changes from Big 4 and custodians.

EDUCATION

1996 — 1999

Andhra University

Bachelor of Commerce - BCom

1997 — 1998

Computer Skills

Diploma

1999 — 2002

Osmania University

Bachelor of Laws (LL.B.)

2003 — 2003

Institute of Company Secretaries of India

ACS Intermediate

SKILLS

SettlementSwift PaymentsTransition ManagementAnalysisFx OptionsEquitiesManagementBankingUser Acceptance TestingFinancial ServicesInvestmentsCapital MarketsBack OfficeFinanceMisLeadershipRequirements GatheringCorporate ActionsFinancial MarketsManagement Information Systems (Mis)DerivativesMiddle OfficeBusiness AnalysisInvestment BankingFixed Income

ABOUT UDAYA BHASKAR

Lead Business Analyst in Asset Servicing space for T2S transition to create a Pan European Hub for a premium bank Expertise include for Income, Corporate actions, Market claims, Transformation, Withholding Tax, Financial Transaction Tax Good understanding of Liquidity Management, Settlements and Auto-collateral features of T2S Familiar with ISO 15022 and ISO 20022 standards of Securities Operations messages Managed IT Operations initiatives in post trade processing area of premium US wealth manager Impact analysis and Requirement gathering for Robotics (RPA) implementation

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