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Praful PandeyPP
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Praful Pandey

@prafulpandey

Business Analyst at Morgan Stanley who transformed wealth payments in-house and developed AI agents to accelerate solution design.

India
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At Morgan Stanley, I designed end-to-end flows for wealth management platforms and contributed to transforming payments from a legacy third-party solution to an in-house platform. I also defined onboarding workflows that consolidated legacy systems and translated stakeholder needs into 150+ specifications for a high-net-worth client portal.

I developed a proof of concept for an AI-enabled control mapping and traceability agent for digital wealth advisory, which achieved 90% pilot adoption and proceeded to enterprise rollout. Using GitHub Copilot agents and related tools, I also accelerated requirements documentation and solution design.

Earlier, as a Business Analyst (Intern) at Credit Suisse, I analyzed forward-looking and historical market scenarios and prepared capital loss reports. At IBM, I worked on pricing system migration testing, supporting traceability, audit compliance, and delivery with zero critical defects.

Experience

Work history, roles, and key accomplishments

MS
Current

Business Analyst

Aug 2022 - Present (4 years 2 months)

Designed end-to-end flows for wealth management platforms, mapping system interactions for global payments via ACH, Wires and Checks. Led transformation from legacy third-party to in-house payment solution, defined Target Operating Model for client onboarding, and acted as Functional SME guiding architectural decisions.

Credit Suisse logoCS

Business Analyst (Intern)

Credit Suisse

Apr 2021 - Jun 2021 (2 months)

Performed scenario and sensitivity analysis on forward-looking hypothetical events to assess client exposure in European markets. Generated quarterly total capital loss reports and semi-annual loss potential analysis reports for asset management division.

Education

Degrees, certifications, and relevant coursework

Institute of Management Technology, Ghaziabad logoIG

Institute of Management Technology, Ghaziabad

Master of Business Administration, Banking and Financial Services

2020 - 2022

Pursued a Master of Business Administration with a focus on Banking and Financial Services from 2020 to 2022.

MU

Manipal Institute of Technology, Manipal University

Bachelor of Technology, Electrical & Electronics Engineering

2012 - 2016

Completed a Bachelor of Technology in Electrical & Electronics Engineering from 2012 to 2016.

Tech stack

Software and tools used professionally

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