
Soham Bose
@sohambose3
I translate capital markets requirements into compliant clearing workflows, specifications, and tested product changes.
What I'm looking for
I'm currently supporting the largest European clearing house through Accenture, where I develop functional specifications, analyze JIRA requirements, and design GUI screens and workflow diagrams for securities transaction clearing software.
I've worked across collateral management and clearing operations at Bank of America and Citi, covering intraday margin calls, cash and securities settlement, cleared margining, OTC UMR calls, dispute resolution, and corporate-action-related substitutions.
I bring 10+ years of experience spanning capital markets, regulatory compliance, UAT, change management, and stakeholder collaboration. Earlier, I also managed creative projects and developed copy, content, and campaign strategy for brands.
Experience
Work history, roles, and key accomplishments
Developed functional specification documents for a major European clearing house, facilitated change implementation, and conducted gap and impact analyses. Ensured regulatory compliance and collaborated with build and test teams for requirement walkthroughs.
Met intraday requirements and tracked margin calls from major clearing houses. Managed movement and settlement of cash and securities, and reported daily volumes to management and clients.
Senior Associate – Global Collateral Management
CitiBank
Jan 2017 - Jan 2020 (3 years)
Core team member for KPI-impacting client process for cleared margining (IM & VM). Processed daily OTC UMR and legacy margin calls, resolved disputes, and involved in migration to cloud platform.
Project Manager – Freelance
Omega Creation
Jan 2015 - Jan 2017 (2 years)
Managed project operations and team, aligned client objectives with delivery, and developed copywriting and strategic campaign ideas for various brands.
Education
Degrees, certifications, and relevant coursework
IP University
Master of Business Administration, Business Administration
2016 - 2018
Grade: 64%
Pursued a Master of Business Administration from IP University, Main Campus (Dwarka), with a score of 64%.
SRM University
Bachelor of Technology, Civil Engineering
2011 - 2015
Grade: 72%
Completed a Bachelor of Technology in Civil Engineering from SRM University, NCR Campus, with a score of 72%.
Bal Bharati Public School
High School Diploma, General Education
1999 - 2011
Grade: XII: 77%, X: 88.8%
Completed primary, middle, and high school education at Bal Bharati Public School, Pitampura, New Delhi, with XII at 77% and X at 88.8%.
Availability
Location
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