About Rajesh

I have spent the last 20 years helping banks in business development, strategy formulation with hands-on delivery of growth and risk transformations . My background is at various big five organizations delivering change projects across Front Office, Product Control, Market and Credit Risk and Finance. Prior to consulting, I have worked as a Trader on the trading floors of banks and corporate houses. I was also the treasury lead for the bank’s ALCO for 3 years. The 8 years I spent on the trading floor taught me how to make money, how to lose it and also how to trade ethically. I have joined Step Forward to work with a team that have known each other for many years and think the same way.

Projects

Launch of a prime brokerage business for a large global bank. The work included business and market strategy, liquidity and balance sheet analysis, Target operating model design, Target process design and Target architecture design and building a business case justifying the benefits. The main design principle was to re-use what is available especially from the Futures and Options business line, this involved a deep dive into the current state and map it against the target state, building heat-maps and gap analysis with the final aim at developing a business case to secure substantial funding for the business. The budget was USD 110 million with a targeted revenue of USD 600 million

Led the Data Strategy, Governance and Quality programme at a Tier I Investment Bank. This work includes a Investment Banking Transformation for a Tier I investment bank; Rajesh led a team that delivered change across the investment bank and Prime Brokerage covering sales and trading, treasury & balance sheet management, prime brokerage, enterprise risk, enterprise finance and data. The scope covered all asset classes and geographies. A business case for change was to the justify a USD 4.2 billion investment running over seven years that is aimed at re-inventing the investment bank and positioning them as a market leader.

Led a team that enabled the launch of structured products as an offering for a AUM USD 370 billion European investment manager. The work included application rationalisation and extension, operating model expansion and process/organisation change to onboard the new product suite

Led the launch of a Prime Services business for a US custody house. The project included technology architecture, solution design and operating model design for the new business. The key objective was to create a business model that supported the agency business to deliver premium customer service to Hedge Fund clients

Professional Experience

Prior to Step Forward I have worked in the banking and consulting space for many years. My prior experience includes

Director | PwC

I have done some interesting projects over the years:

Revamped the Operating Model of a European Universal Bank for its Global Banking and Markets division
Built the data strategy for a central bank
Reduced operational risk across the payments process at a Tier I European Bank
Helped the operational set-up of a start-up hedge fund
Supported the build-out of a Risk platform to manage lineage of issues and related tracking

Capital Markets and Cross FS Business Architecture Lead | KPMG

I led the Sales & Trading and Risk Propositions for KPMG. Additionally I ran the Business Architecture practice across Financial Services (Banking, Insurance and Investment Management)

Management Consultant | Deloitte

I have worked on Capital Markets projects involving

Setting up a USD 300 million Prime Brokerage Business at the world's largest bank
Integrated Credit and Market Risk strategy, framework and solution at a large developmental financial corporation. This is the only true integrated risk transformation programme in the city.
Finance transformation of the corporate bank of a Tier-I Investment Bank
Launch of new Structured Products business at an EURO 400 mn Investment Management House
Operational, risk and control strategy at a large investment bank and a very large petroleum house

Senior Consultant | Reuters

I was a senior consultant working with the Kondor product suite, specialized in the areas of structured products and credit derivatives. Additionally had pre-sales responsibility in the UK, Ireland and Channel Islands.

Visiting Faculty - International Finance | SIMSREE

Taught the entire course for International Finance under the University of Mumbai syllabus.

Business Areas

Sectors

Investment Banking, Investment Management and Asset Servicing/ Prime Brokerage.

Functions

Front Office, Middle Office/Product Control, Back Office/Ops, Credit and Market Risk. Treasury and ALM.

Competencies

Business and Market Strategy, Operations Strategy, Operating Models, Process & Control Design/Optimisation, Technology Architecture, System Implementations.

Rajesh Gosain

About Rajesh

Projects

Professional Experience

Business Areas

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