Harshitha Shetty

An astute professional with 11 years of experience in Investment Banking. Abilities Include People Management, Automation, Analysis, Project Management, Strategic planning, cost reduction , Negotiation expert, Process setup and redesigning. Responsible for the productivity & careers of junior Analysts in the team. Expanding the scope of business & creating new opportunities for growth was a key deliverable. Serve as a Transformation Expert on all matters pertaining to Transfer Agency, Brokerage and Middle Office Division.

Key Skills

Risk Management
Quality Assurance
Client Service Delivery
Change Management
Business analysis
People Management
Middle Office services
Project Management

Professional Experience

Oct 2021
Associate- Digital Transformation Manager
JPMorgan Chase & Co. Bengaluru, IN
  • Developing and implementing process change and improvement program across  departments, including the planning and delivery of projects
  • Serves as a facilitator for improved performance across all project work-streams. Identifies and solves problems/issues on a timely and proactive basis
  • Successfully establish and manage key stakeholder relationship,  including reporting for project status, escalation and overall milestone updates
  • Actively communicates with SMEs within teams across functions to define detailed actions plans, pre-requisites, issues and risks to support project implementation
  • Provide input into the development of new guidance and help improve the effectiveness and efficiencies of TA process
  •  Develop and deliver automations using Alteryx, UI Path, Tableau and Instabase
Aug 2019
Oct 2021
Operations Lead – Middle Office Sevices
Societe Generale Global Solution Center Bengaluru, IN
  • Managed team of 14 employees, overseeing hiring, training, and professional growth of employees.
  • Perform real time trade booking and settlements for Asset Management clients onboarded by SG.
  • Led projects and analyzed data to identify opportunities for improvement.
  • Perform and monitor day to day processing of trade operations, functions including booking, Confirmation and repository of OTC products for the Assert Management Clients
  • Perform timely and regular reporting to senior management and Project charter on migration and automation projects.
  • Created VB Macros to reduce manual effort which provided 1FT Saving.
Mar 2015
Sep 2019
Operations Lead - Brokerage Trade Reconciliation
Societe Generale Global Solution Center Bengaluru, IN
  • Managed day to day operations, supervising, reporting, BIA, governance meetings for activities handled.
  • Reduced head count by 2FT with Automation put in place.
  • Reconciliation of broker trades executed in various Exchanges by the broker across the globe.
  • Review and liaise with the brokers, traders, external vendors, offshore and onshore management to reduce the aged outstanding.
  • Handled on MiFID II & Brexit projects.
Dec 2010
Feb 2015
Senior Analyst
Infosys Ltd Mangalore, IN
Allstate® Insurance Co.Business Analyst
  • As a corrective action analyst, the responsibility involves Identify impact to the customers due to application defects.
  • Analysis and solution definition. Proactively identify the solution for business problems.
  • Perform investigation based on a control case sample and Set up recommendations to improve the controls
  • Prepare BRD documents in the specified format and present it to the Stake holders 


May 2007
Apr 2010
Bachelor of computer applications in SDM college of Business Management
Mangalore University (WES Evaluated)


Certified Business Analyst Trading level1&2
Societe Generale Global Solution Center


Star Of Quarter
 Award in Q4 2018 For implementing Automation ideas and saving 2FT 
Star Of Quarter
 Award in Q2 2020 for creating Macros and providing 1FT saving 
CI Gems Leag -1st place
 Led the project CI Gens leag for the team and won 1st place for achieving 2 FT saving and Risk Mitigation and Quality Assurance in the team 



Get in touch with Harshitha