Preyas Jain

Leading several IT transformational, communications, and training programs implementing SACCR banking regulation.

• Partnered with business teams to understand needs and mitigate potential problems.
• Designed processes and systems supporting business needs before, during and after transitions.
• Integration of banking digital-core systems to enable and empower executive adoption of Power BI business analysis and forecasting tools.
• Leveraged data and analytics to make informed decisions and drive business improvements.
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Streamlined and monitored quality programs to alleviate overdue compliance activities.

Leverage the scale of 1832 processes and platforms across the Wealth management business to MD processes and platforms. Role involves integrated business and technology capability model to optimize cost and enable collaboration between People, Process and Technology.

• Enabled development of Business case for creation of unified operations/back-office team for better oversight and future integration/automation of systems.
• Enabled consolidation of OMS with respect to Order Management/Trade Execution and standardize trade processes.
• Developed business case for Standardized and automated creation, ingestion, processing and consumption of data across 1832 and MD.
• Developed Integrated Data mapping for prioritized systems and processes such as CRD, IDH, Barra One, Security Master and Market Data.

Partnered with AML Transaction Monitoring team to change the rule engine for identifying unusual correspondent banking activities and to ensure operationalization of AML TM controls in the 1st line of defense.

• Identified impacted parties, business partners and resources required for planned changes.
• Developed solutions to address complex issues and operational gaps in the existing rule engine.
• Improved the performance of Tableau dashboards by converting Live connection(s) to Extract(s).
• Designed processes and systems supporting business needs before, during and after transitions.
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet the end user expectations.

Created the migration roadmap for a new Resource Management (RM) Tool for expediting, automating and simplifying the Resource Management Functions by providing auditing, reporting and communication functionalities. The tool enabled reporting for all aspects of the RM Tool by creating a repository for storage of all the reports.

• Lead stakeholder management, including identification and analysis of key stakeholders, and the development of stakeholder engagement strategies.
• Build consensus among clients/partners and stakeholders on specific changes designed to better meet their needs
• Design and conduct change readiness assessments, evaluate results, and present findings to stakeholders to plan and carry out the change management strategy.
• Administer measurement systems to track adoption, utilization, and proficiency of individual changes.
• Created methods to integrate functions, optimize processes and prepare staff through proactive training.

Develop MarshCore to change the manual approach of floating the RFQ’s, making comparatives and final placement of the various insurance policies; to an automated web based application.

• Partnered with business teams to understand needs and mitigate potential problems.
• Built support for change throughout all the business units through direct outreach strategies.
• Oversaw change management efforts to support implementation of critical initiatives driving technology, process and culture changes.
• Created methods to integrate functionality, optimize processes and prepare staff through proactive training.
• Trained personnel in using new application and enforced participation in exercises focused on application demos.