Hi, I’m
Preeti Molasi-Gargatti
Wädenswil
Summary
Talented Executive Director with more than 20+ experience offering proven background in business/IT settings and driving organizational change at operational levels. Demonstrated leadership, planning and problem-solving abilities focused on delivering robust, performance-oriented, cost-optimized strategies to meet current and expected demands.
Looking for opportunities in finance, IT or Fintech industries to make a strategic impact in implementing a key objective towards long-term company growth.
What matters to me to successfully deliver is the company culture, the team, and the readiness of the market.
Overview
30
years of professional experience
Work History
Asset, Management AG
Executive Director, CRM, Product Owner
01.2020 - 07.2023
Job overview
- CRM Product Owner: Established strategic direction and goals to accomplish objectives.
- Maintained accountability for operational and fiscal integrity, effectively managing the designated budget.
- Promoted awareness of the mission through outreach, and training and by empowered regional Salesforce champions to actively participate in gathering and expanding the solution for their local needs.
- Gathered sales use cases, and portfolio management requirements through interviews to set up an institutional solutions hub in Germany. Proposed a 3-year roadmap to generate revenue and build operational capabilities for the hub.
- Undertook SWOT analysis of key mutual fund distributors in consideration of our products, the sales regions and the business sales goals. Analyzed and proposed a win-win pricing strategy for one of the key fund distributors thereby enabling market standard practices
- Undertook competitor analysis, regulatory requirements, and ESG investment approach analysis to propose ESG components to be used in mutual fund and mandate reports.
- Established a framework to conduct and gather AM client survey results for consolidation to the management and inclusion in the group financial statements
Vontobel Asset Management AGZürich
Executive Director
06.2016 - 12.2019
Job overview
- Supported the COO in gathering and consolidating Target Operating Model requirements. Conducted RfP, solution demos and shortlisted vendors from 8 to 1. Collaborated with market experts in executing the project.
- Set the yearly investment platform direction and developed strategies and tactics to best implement solutions for various internal stakeholders (portfolio managers, middle office, trading, market data, reporting, investment control, performance and risk management, COO)
- Reviewed and approved annual operating and capital budgets for the platform and related projects.
- Strengthened company business by leading the implementation of various trading, operational efficiency and new business integration projects and procedures.
- Oversaw corrective action plans to remedy structural, organizational and client issues related to investment operations.
- Fostered collaboration and development of new Agile (Scrum, Kanban etc.) by business leaders.
- Oversaw technological improvements, successfully reducing costs through consolidation, outsourcing and eliminating business bottlenecks.
- Actively supported the organization during client due diligence, RfP and client onboarding.
- Program managed other projects, developed project management framework and guided other project managers with status reporting templates, project presentation, budget management, risk management, etc.
Zurichontobel Asset Management AGZurich
Director, Project Manager / Business Analyst
02.2013 - 05.2016
Job overview
- Lead numerous trading projects to support new trading strategies (Trading flex options using Tradeweb), established a prime brokerage for derivate trading (including processes for cash management collateral and margin management), OTC brokers for Total Return Swaps, integrated Bloomberg EMSX and TSOX platforms. Integrated Asian & Chinese markets for equity trading
- Collaborated with investment divisions to promote positive work culture, streamlined monitoring of issues and resolution
FBA AGZurich
Senior Business Analyst
02.2010 - 12.2012
Job overview
- Developed a new tax solution for Bloomberg as part of its Data license suite of products
- Collaborated with KPMG to validate the tax rules, the implementation logic for each of the financial securities
- The solution was approved by the Swiss Tax authorities (ESTV) and has gone live since 2018
- Guided Bloomberg global team in implementing the solution.
Swiss & Global Asset Management AGZurich
Associate Director, IT Business Consultant
10.2005 - 01.2010
Job overview
- Used Lean Six Sigma process to significantly improve the data quality and the production time for fact sheet reports (from 10 business days to 3 business days)
- Led the task force to measure counter-party risk exposure during the crisis of 2008 and report to the regional chief risk managers for their reporting to the local authorities and large institutional clients.
- Led the project to gather business requirements, analyze sample data together with risk and portfolio managers to identify data gaps, and implement solutions with the external broker/custodian (RBC Dexia).
- Undertook periodic reporting of client investment portfolios
- Built solution to calculate exposures for mutual funds and rolled out the same in fund factsheets
- Undertook the application management of a portfolio of risk and market data systems. This included planning the yearly roadmap with stakeholders, budget management, vendor management, release planning, testing, rollout and BCM.
Swiss Life Asset Management AGfactsheetsfactsheetsDexiagloballicenseTradewebZurich
Business Application Owner
05.2004 - 09.2005
Job overview
- Managed the investment platform by defining the yearly roadmap
- Executed end to end projects to improve business operations and application
- Collaborated with IT, middle office, portfolio managers, SAP teams to ensure process and data consistency, training and testing of new business releases
UBS AG
Associate Director, Business, Analyst / IT Project Leader
03.2000 - 04.2004
Job overview
- Led projects and drove collaboration with internal teams and partners to implement a new reconciliation system within budget and on time
- Executed a number of projects to integrate new business processes within the investment platform.
- Developed reporting solution for global custody business
- Provided day to day operational services to ensure business teams were able to deliver their reports on time to clients.
Diverse companiesBengluru
Senior IT Analyst / LeadDeveloper
01.1994 - 12.1999
Job overview
- Identified improvement opportunities to effectively meet customer and business needs.
- Troubleshot and resolved problems with programs and systems.
- Developed diverse applications for work order management, contract and offer management systems
- Hired and led a team of 5 to support client application development
Education
EPFLLausanne Switzerland
Executive Master of Business Administration from Innovation, Strategy & Technology
01.2019
EPFLLausanne, Switzerland
Certificate in Data Science for Managers
01.2019
University of Zurich
Certificate in Sustainable Investing in Wealth
01.2019
Scrum Alliance
Certified Scrum Product Owner
01.2015
Gogte College of EngineeringBelgaum, Karnataka, India
Bachelor of Engineering from Computer Science
01.1995
Skills
- Project planning
- Project Delivery
- Budgeting
- Stakeholder management
- Risk Management
- Business analysis
- Agile Scrum, Kanban,
- Waterfall
- Business process optimization using Lean Six
- Sigma
- Program Management
- Training & mentoring
- Project managers
- Project Communication
- Competitor, SWOT
- Report Compilation
- Analysis
- Cost Optimization
- Business Management
- Leadership Development
- Community Engagement
- Outreach Programs
- Business Administration
- Program manager
Languages
Languages
English
First Language
English
Proficient
C2
Hindi
Proficient
C2
Hindi
Proficient
C2
Additional Information
- An active member of the Swiss & Fintech Association, Swiss Indian Chamber of Commerce
- Actively mentor Master of Technology students at EPFL and guide them in conducting Corporate Analysis
Timeline
Executive Director, CRM, Product Owner
Asset, Management AG
01.2020 - 07.2023
Executive Director
Vontobel Asset Management AG
06.2016 - 12.2019
Director, Project Manager / Business Analyst
Zurichontobel Asset Management AG
02.2013 - 05.2016
Senior Business Analyst
FBA AG
02.2010 - 12.2012
Associate Director, IT Business Consultant
Swiss & Global Asset Management AG
10.2005 - 01.2010
Business Application Owner
Swiss Life Asset Management AG
05.2004 - 09.2005
Associate Director, Business, Analyst / IT Project Leader
UBS AG
03.2000 - 04.2004
Senior IT Analyst / LeadDeveloper
Diverse companies
01.1994 - 12.1999
EPFL
Executive Master of Business Administration from Innovation, Strategy & Technology
EPFL
Certificate in Data Science for Managers
University of Zurich
Certificate in Sustainable Investing in Wealth
Scrum Alliance
Certified Scrum Product Owner
Gogte College of Engineering
Bachelor of Engineering from Computer Science
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