Soham Bhavsar

Ensured accuracy and timeliness in trade and settlement data through rigorous data quality checks and reconciliation, aligned with key process indicators (KPIs) and operational risk management standards. Ensured high accuracy in time-critical performance reports by enforcing internal quality checks (KRIs/KPIs), minimizing operational risk across daily deliverables. Partnered with Workforce Management, Operations, and Leadership teams to interpret data discrepancies, align on corrective actions, and ensure processes ran smoothly. Took ownership of operational exceptions end-to-end—investigating root causes, coordinating with internal teams for corrective fixes, and ensuring complete resolution within SLA.

Utilized SQL to automate repetitive tasks such as exception tracking and reporting, improving operational scalability and reducing manual workload. Collaborated with internal teams to investigate and resolve data exceptions, identifying root causes and implementing corrective actions to maintain operational integrity. Developed comprehensive expertise in data management, analysis, and reporting, ensuring seamless operations across various data activities such as database administration, maintenance, and records management within the context of a data lake architecture. Maintained and updated structured datasets using Excel, SQL basics, and internal reporting systems, ensuring data accuracy and completeness for client operations.

Developed foundational understanding of financial markets and derivatives during data handling roles involving structured datasets in the equities and finance domain. Demonstrated numerical and analytical strength through hands-on experience in analyzing margin calculations, reset data, and trade discrepancies across multiple systems.

Built and maintained dashboards in Power BI for tracking settlement timelines, exception volumes, and trade status summaries, enabling better visibility for trading and portfolio teams.