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monisha shivani

@monishashivani

Product Owner at Doran Jones, mapping SimCorp Dimension data flows and defining data-lineage product priorities.

At Doran Jones, I analyzed Java code and mapped SimCorp Dimension investment data flows across positions, transactions, and downstream systems. I defined product vision and prioritized the backlog for data lineage and API integrations.

At Fi-Tek LLC, I managed the GWES platform implementation for Rockefeller Rockit family office solutions. I developed trust accounting and portfolio reporting KPIs and defined SimCorp Dimension integration requirements.

Across Wells Fargo, Bank of New York Mellon, and other financial institutions, I supported capital markets and investment operations initiatives spanning risk analytics, data remediation, reconciliation, and the LIBOR transition. I also owned automation of manual journal entries across multiple SORs, including Loan IQ, to reduce month-end risk.

Experience

Work history, roles, and key accomplishments

Senior Consultant – Data Lineage & Transformation

Doran Jones

Apr 2025 - Dec 2025 (8 months)

Analyzed Java code to identify data lineage and transformation logic, managed data lineage across capital markets and fixed income platforms, and supported data quality KPIs and regulatory reporting controls.

Java GitHub Co Pilot SimCorp Dimension Data Lineage data transformation Jira Confluence AI Tools Capital Markets Fixed Income Regulatory Reporting

Product Implementation Manager – GWES Platform

Fi-Tek LLC

Jun 2024 - Mar 2025 (9 months)

Managed end-to-end GWES platform implementation for family office solutions, defined SimCorp Dimension integration requirements, and coordinated with development teams across AWS and Azure DevOps.

SimCorp Dimension AWS Azure DevOps API specifications Workflow Integration ChatGpt Generative AI Wealth Management Trust Accounting Portfolio Reporting Client Demos

Product Owner / BA – Risk Analysis & Data Transformation

Wells Fargo

May 2023 - Dec 2023 (7 months)

Liaised between Front Office stakeholders, Product Owners, and Scrum teams, facilitated Agile ceremonies, and supported accounting reconciliations and financial reporting using ART/BRT platforms.

Agile Scrum Jira Confluence Claude SimCorp Dimension UAT Regression Testing API Integration Data Validation Capital Markets Risk Operations Reg 9

Sr Risk Analytics BA / Product Owner – Change Management

Wells Fargo

Mar 2022 - Mar 2023 (1 year)

Drove migration from ALM to JIRA and Clarity to Registry, advanced Agile transformation, and supported SimCorp Dimension implementation defining requirements and data mapping across Capital Markets.

Agile Scrum Jira Clarity Registry SimCorp Dimension Investment Book of Record (IBOR)Data Mapping Data Validation Risk Dashboards Regulatory Compliance Regression Testing

BA FX & LIBOR – Business Requirements & Program Support

Bank of New York Mellon

Jun 2021 - Jan 2022 (7 months)

Supported LIBOR transition across Front Office FX and trading systems, coordinated Agile workstreams and project milestones, and tracked delivery risks and regulatory milestones.

LIBOR FX Agile Jira SharePoint Stakeholder Management Regulatory Reporting APIs Data Validation

Data Remediation & Data Reconciliation – PO/BA

Wells Fargo

Sep 2019 - Feb 2021 (1 year 5 months)

Managed Agile requirements from discovery through implementation, developed procedure documentation and process maps, and owned automation of manual journal entries across multiple SORs including Loan IQ.

Agile Jira Loan IQ Data Cleaning Data Reconciliation Data Quality Process Mapping Automation Capital Markets Trade Investment Position Reference Data

Sr. Analyst – Structured Credit Derivatives / Fixed Income

Deutsche Bank AG

Jun 2007 - Jan 2009 (1 year 7 months)

Managed confirmations, reconciliation, and credit events across CDS, CDX, ABX, and CDOs via DTCC, and supported front to back trade lifecycle across fixed income derivatives platforms.

CDS CDX ABX CDO DTCC Fixed Income Derivatives Trading Lifecycle Reconciliations Settlements

Data Consultant – OTC Credit Derivatives & Fixed Income

JPMorgan Chase / Bear Stearns

Sep 2003 - Apr 2005 (1 year 7 months)

Confirmed and managed OTC derivatives lifecycle including novations and backlog resolution, resolved counterparty discrepancies, and supported process improvements across derivatives operations.

OTC Derivatives Fixed Income Novations Backlog Resolution Counterparty Discrepancies Trade Documentation Process Improvement

Sr. Associate AVP – Credit Risk, CLO & Portfolio Management

BNP Paribas

Mar 2001 - Mar 2003 (2 years)

Prepared credit proposals and presented to senior management and credit committees, monitored CLO and fixed income portfolios, and maintained watchlists and trackers supporting portfolio risk management.

Credit Risk CLO3D Fixed Income Portfolio Management S&P Moody'S Analytics Surveillance watchlists Risk Management

Assistant Treasurer – Fixed Income Credit Analyst

Sumitomo Bank, Ltd

Jun 2000 - Mar 2001 (9 months)

Conducted credit analysis and underwriting for corporate loans presenting approvals for Fortune 500 companies, and managed a $2.4B investment-grade portfolio across fixed income and lending products.

Credit Analysis Underwriting Corporate Loans Fixed Income Investment Grade Portfolio Management