Pratik B. Shah
Email:-| Cell:-
LinkedIn: https://www.linkedin.com/in/pratikbshah
PROFESSIONAL SUMMARY
Results-driven Product Owner with over a decade of delivering data-driven solutions, streamlining
processes, and enabling strategic decision-making in financial services, Banking, financial services,
Investment Management, fintech & Insurance domains. Proficient in business requirements gathering,
process modeling, client engagement and stakeholder collaboration to design and implement scalable
solutions that align with organizational goals. Proficient in creating and executing global product
roadmaps, aligning technical capabilities with strategic business objectives, and fostering adoption of
innovative solutions.
Proficient in creating and executing global product roadmaps, aligning technical capabilities with
strategic business objectives, and fostering adoption of innovative solutions.
Adept at managing cross-functional teams, driving automation and cloud-native architectures, and
ensuring compliance with industry standards.
Recognized for enhancing user engagement and optimizing product performance through data-driven
decision-making and agile methodologies. A nuanced understanding of market dynamics ensures a
competitive edge in product positioning
Experience working in Finance, Wealth, Asset Management, Funds and Fintech domain with the exposure to
middle to back office processing and Risk (Credit/Market) & Regulatory reporting.
Good understanding of market data and reference for different financial instruments like Equities, Mutual
funds, ETFs, derivatives and exposure to the variety of financial and news data vendors.
Recognized for the multiple successful launches of the innovative products. A nuanced understanding of
market dynamics ensures a competitive edge in product positioning.
Demonstrated success in fostering effective communication, decision-making, and critical thinking across
cross-functional teams to deliver impactful.
SKILLS
Tools: JIRA, Confluence, SharePoint, MS Excel, MS Office, SQL, BigQuery, Python, JSON, Postman, NoSQL,
Splunk, Git, PowerBI, Balsamiq, WinSCP, FileZilla, SwaggerHub, VSCode, Fiddler, Jenkins, Zendesk
Product Management: Product Roadmap, Backlog grooming, Spring Planning, Ideation, User Stories, KPI & OKR
Management, Data Governance, Pre- Sales and Post-Sales Support, Documentation, Cross-teams Collaborations
Business Analysis: Requirement Gathering, Use Case Development, Business Process Mapping, Gap Analysis,
SWOT Analysis, Agile (Scrum), SDLC, UAT, User Story, Backlog grooming, Sprint Planning, Velocity & Burnout
chart, Requirement Tractability, Kanban
Financial Databases: Factset Dataset & Terminal, Bloomberg, Morningstar Direct, FunData, Zacks, ICE, Dowjones,
Refinitiv, MT news, Street Account
Technical: Data Mapping, Data Visualization, Data Standardization, Data Migration, Cloud Architecture, EventDriven Design, Containerization (Docker, Kubernetes), Observability (metrics, logging, tracing), Reusable coding
Methodologies: Agile, Scrum, SDLC
SaaS Infrastructure: Aws, Azure
AI/LLM: OpenAI ChatGPT
Soft Skills: Effective Communication, Problem Solving, Adaptability, Decision Making, Prioritization & Time
Management
EDUCATIONAL BACKGROUND
B.Sc. in Chemistry, Gujarat University, India
Post Graduate Diploma in Computer Application, IGNOU, India
Advanced Diploma in Computer Application, IGNOU, India
WORK EXPERIENCE
Investcloud, Inc.
Product Owner/BA - Digital Wealth (Data, Portal & API)
May 2021 – Dec 2024
InvestCloud is a leading provider of cloud-based digital financial services products platforms, specializing in Global
wealth and Asset Management solutions.
Product Strategy & Roadmap: Developed product visions, defined requirements, and created detailed user
stories leveraging trend analytics, prioritization aligned with the business objectives. Strategically managed
product backlogs in JIRA and collaborated with Project Mangers to plan and execute sprints using Scrum agile.
API Development & Monetization: Spearheaded the development and launch of REST-based API solutions
(APIHub), integrating diverse datasets to address gaps and drive monetization. Achieved 10% strategic growth by
delivering scalable solutions adopted by marquee clients.
Data Analysis & Integration: Analyzed over 50 diverse data feeds (client data, vendor data, metadata, and usage
data) from ingestion through standardization, enhancing data accessibility and usability within a Centralized Data
Warehouse platform. Authored complex SQL queries for data access and validation, ensuring precise dashboard
functionality for clients.
SaaS Deployment & Cloud Strategy: Defined SaaS strategies with DevOps teams to deploy API products using
Docker on Kubernetes clusters. Successfully deployed solutions across AWS and Azure regions, ensuring
scalability, security, and compliance.
Dashboard & Visualization: Defined and tracked KPIs such as usage, adoption, and engagement to optimize
client integration. Enhanced dashboard visualizations with Power BI, leveraging data trends for improved
stakeholder decision-making.
Business Analysis: Draft detailed functional requirement to build OPS portal functionality including, user,
account & account group management, security master override & Reconciliation dashboard, where we compare
and report breaks for Transactions against client P&L and custodian data for individual client & advisor view.
Process Optimization: Identified and replaced legacy FTP and ETL workflows with reusable API endpoints,
transforming overnight processes into intraday, on-demand solutions as a Data Solution SME.
Modular UI/UX Development: Collaborated with cross-functional teams to design and develop modular, reusable
UI widgets powered by robust data solutions. Incorporated A/B testing frameworks to optimize user engagement
and ensure scalability using agile methodologies.
AI Integration: Collaborated with AI and data science teams to design, document, and map enhancements for the
Wealth Management Dashboard, aligning deliverables with business objectives and client needs. Spearheaded the
integration of persona-driven agents to enable hyper-personalization, enhancing user experience and improving
client engagement through tailored insights and proactive solutions
Security & Compliance: Worked with Information Security and Platform teams to integrate various API security
protocols, including OAuth 2.0, SAML, and IdP, using JWT as the primary mechanism for authentication and
authorization.
Stakeholder Communication & Management: Effectively communicated with project managers, technology
teams, senior management, sales teams, and clients. Managed expectations through proactive communication and
ensured alignment with project goals.
FactSet Digital Solutions (Interactive Data + NYSE)
Product Owner – Business System Analyst (API & Digital Solutions)
Mar 2015 – May 2021
FactSet provides financial data and analytical product for professionals from Investment Banks, Hedge funds, Asset
& Wealth Managers, MutualFunds offering tools for market analysis, portfolio management, and risk assessment. The
platform combines data, research, and advanced analytics to support informed financial decision-making.
Execute product vision, crafted user stories, and set key objectives to align with business goals, prioritizing
backlogs and managing sprints in collaboration with Scrum Masters using Agile methodologies..
Dually served as a Technical Business Analyst and Subject Matter Expert, playing a pivotal role in both
revenue-generating client projects and internal data migration cost-saving initiatives.
Led the lifecycle of FactSet strategic wealth API Solutions to cater unique needs of Financial and fitness,
the solution became a significant revenue source and generates ASV of $10+ mil. The clientele of the
solution for Top 20 Investment Banks, Broker/Dealers, Hedge funds & Fund Managers.
Integrated and managed exchange, reference, and 3 rd party vendor data from sources such as ICE, CBOE,
Morningstar, Bloomberg, and Zacks ensuring reliable and high-quality data through scalable channels.
The comprehensive financial widgets library built from the ground up, now used by 50+ financial and fintech
clients leveraging proprietary FactSet data and FactSet marketplace data vendor.
Collaborated with development teams to analyze Python scripts for data transformation within ETL workflows,
ensuring alignment with business requirements. Additionally, I wrote SQL queries to validate ETL outputs
against the transformed data.
Developed requirements and development cycles for the real-time data solutions, delivering instantaneous
market data updates to clients, thereby improving trading decisions and user experience.
Formulate plan for API infrastructure with containerized builds, orchestrated on K8S clusters and deployed on
AWS and secure it using the Kong API gateway.
Engaged with SBU stakeholders and internal sales teams to analyze market trends and formulate product
strategies.
Managed KPIs, providing stakeholders with real-time insights into usage trends and engagement metrics
using dashboard generated by Tableau.
Provided technical assistance in pre-sales and post-sales, aligning client requirements with product
capabilities.
Managed team of two dynamic resources and indirect management of shared pool resources when needed.
Bank of America
Sr. BA-PM - Global F&O Clearing
Dec 2013 – Mar 2015
Authored functional specification documents and facilitated user acceptance testing with business
stakeholders. Acted as the SME between FFOD team and various downstream application stakeholders.
Led the management of over 50+ Risk and Regulatory feeds, ensuring the establishment, upkeep, and
improvement of all Risk (including Credit and Market Risk) and Regulatory (such as Volcker, Basel- III, and
CFTC) feeds from the Global FFOD clearing platform (GMI) to various downstream systems
Managed risk and regulatory feeds from the Global FFOD platform to downstream systems, ensuring
compliance and data accuracy.
Interpreted Python-based ETL pipelines to assist in debugging and resolving data inconsistencies in the
downstream feeds
Developed complex SQL queries for data extraction and analysis, supporting risk and regulatory reporting.
Managed defects and change requests in JIRA, aligning them with release priorities.
Conduct UAT testing along with upstream systems or downstream system stakeholders to assure no adverse
impact during the change.
CGI Technologies
Senior BA - UAT Manager (Client: Deutsche Bank)
August 2010 – Dec 2013
Responsible for the stability and expansion of the dbClear Platform, supporting OTC trades clearing
activities.
Created a Requirement Traceability Matrix, outlining requirements logged in JIRA as RTBs (Defects or CRs)
or CTBs (features), while collaborating closely with upstream systems (Trading apps), downstream systems
(Collateral, Cash, and Client Reporting), as well as external entities such as Custodians (BONY, Harris Bank)
and Clearinghouses (ICE, LCH, and CME). This involved resolving any data or report discrepancies and
conducting thorough integration testing for seamless performance across all levels.
Managed the enhancement and reliability of the dbClear Platform, ensuring its stability, precision, and
scalability. Supported business users engaged in facilitating OTC trades (such as IRS, CDS, FRA, Basis
Swaps) clearing activities for clients across different CCPs, whether through a principal or agency model.
Collaborated with business users to establish requirements and perform seamless integration testing with
upstream and downstream systems.
Facilitated user acceptance testing and maintained quality control processes, ensuring project
deliverables met required standards.
Verified web services messages using UNIX shell scripts and XML, maintaining a quality control process
for project deliverable
Previous Experience
Lehman Brothers / Barclays Capital
AVP Sr. Analyst – Corp Audit (Data Distribution)
Aug 2007 – Aug 2010
FMGlobal P&C Insurance, Rhode Island
Premium Calculation Engine
Jan 2007 – Aug 2007
CERTIFICATIONS
Diploma in Advanced Software Technology, CMC Delhi, India
Microsoft Certified Solution Developer, Microsoft (2001)
Advanced Certification in Automation Testing (2003)
Financial Markets by Yale University (2020)
TRAININGS
Becoming a Product Manager by LinkedIn (2020)
Building a Product Roadmap by LinkedIn (2021)
Blockchain for Business: The New Industrial Revolution by Udemy(2023)
Lean Foundations by LinkedIn(2024)
Agile Business Analyst by LinkedIn(2024)
Prompt Engineering by ChatGPT (2024)
AI for Product Management by Pendo (2024)
Career Essentials in Generative AI by Microsoft and LinkedIn(2024)
