Akshay Bhatnagar — Resume

Senior Business Analyst | AI Product Manager

Contact

• Email: akshaybhatnagar1006@gmail.com
• LinkedIn: linkedin.com/in/akshaybhatnagar10
• Phone: +91-8826363860
• Website: https://akshaybhatnagar.me

Professional Summary

Experienced and purposeful Senior Business Analyst with 14+ years of comprehensive expertise in trading applications. Proven history of successfully leading teams and implementing effective processes to deliver high-quality software solutions. Has also served as Product Owner on settlement and regulatory change initiatives, owning the product backlog and aligning delivery with business priorities. Strong leadership skills combined with excellent communication and collaboration abilities.

Profile Summary

• Offering 14+ years of expertise in Capital Markets, Equity & Derivatives Trading, and Fixed Income Securities.
• Worked across Asset Management and Wealth Management projects.
• Served as Product Owner on trade settlement and regulatory change initiatives, owning the backlog and driving delivery to completion.
• Well-versed with all stages of the Trade Life Cycle.
• Experience in Regulatory Projects.
• Helped implement MIFID 2 related requirements across multiple projects.
• Expertise in facilitating Requirement Elicitation, Solution Discovery, and Design Sessions.
• Expertise in Requirement Analysis, Data Analysis, Data Modelling, and creating BRDs.
• Expertise in facilitating UAT.
• Proficient in stakeholder management and communicating with both internal and external clients/vendors.
• Exposure to all stages of SDLC and STLC.
• Building AI products with agentic RAG, hybrid retrieval, and multi-agent workflows — see AI Projects below.

Skills

• Business & Analysis: Requirement Elicitation, Business Analysis, Requirement Analysis, Data Analysis, Data Modelling, Data Lineage, UML/BPMN, Agile Methodology
• Tools & Tech: Power BI, QlikSense, MS SQL Server, MS Excel, Azure DevOps
• Domain: Capital Markets, Fixed Income Products, Equities, Derivatives, Trade Life Cycle, Asset Management, Portfolio Management, Wealth Management, Trading Applications
• Soft Skills: Leadership, Team Management, Team Building, Communication, Problem Solving, Critical & Logical Thinking, Analytical Skills, Collaboration, Detail Oriented

AI Skills

• Agents & RAG: Agentic RAG, ReAct LLM tool-loops, multi-agent orchestration (LangGraph), RAG product design with grounding gates, citation and forbidden-language guardrails
• Retrieval & Eval: Hybrid retrieval (dense + BM25/FTS), reranking, contextual retrieval; evaluation with golden datasets, trajectory evaluation and metrics (MRR, recall@k, precision@k)
• LLM Engineering: Claude API & Anthropic SDK, prompt engineering, prompt caching; embeddings (Voyage, OpenAI); vector databases (Supabase/Postgres + pgvector)

AI Projects (Self-Built Prototypes)

Adjudicator (SEBI) — Agentic-RAG compliance assistant (In progress)

• Given a product-change scenario, retrieves the currently-valid SEBI obligations that apply, traces supersession and cross-references to the consolidated position, and flags gaps — every finding cited back to a source circular.
• Recall-first hybrid retrieval (dense + BM25/FTS) with a Claude Haiku reranker (MRR 0.79 → 0.97 on a 20-query golden set); hand-rolled Anthropic SDK ReAct tool-loop; eval harness with a golden dataset and trajectory evaluation.
• Stack: Claude, Anthropic SDK, FastAPI, Next.js, Supabase/Postgres, pgvector.
• Live: adjudicator-sebi.vercel.app · Code: github.com/akshay100188/adjudicator-sebi

CurveIQ — Descriptive yield-curve analytics (US & India) (Live)

• Computes term structure, slope/spreads, real-vs-nominal yields, PCA factors, and the equity–yield relationship over US and Indian government rates, and explains each in plain language — strictly descriptive: never advice, never a forecast.
• Two-layer design: a deterministic, unit-tested compute layer produces every number; a RAG explainer narrates only those numbers, with a forbidden-language lint blocking prescriptive or forward-looking output. Authentic data (FRED/RBI/NSE) on a daily validation-gated refresh.
• Stack: Python, Next.js, TypeScript, Claude, OpenAI embeddings, Supabase/pgvector.
• Live: curveiq-nine.vercel.app · Code: github.com/akshay100188/CurveIQ

Inception — Multi-agent product-spec generator (Live)

• Turns a plain-English idea into a reviewer-approved software specification: five agents (requirements → clarification → architecture → tech stack → estimation) on a LangGraph state machine, with two human-in-the-loop checkpoints to review and edit.
• Outputs a 19-section report and a 5-screen interactive wireframe. Runs zero-credit by default (rule-based, grounded in 81 real open-source project profiles); an optional mode switches every agent to Claude Sonnet.
• Stack: React, FastAPI, LangGraph, Claude (optional), Supabase (pgvector + Auth).
• Live: project-inception-xi.vercel.app · Code: github.com/akshay100188/project-inception

Work Experience

EY (September 2024 – Present)

Client: A major US wealth management firm
Technologies: SQL Developer, QlikSense, Azure DevOps, MS Excel

• Writing requirements for the Cash Portal application.
• Investigating issues encountered in production.
• Communicating with the product team to understand requirements.
• Creating PBIs for requirements.
• Giving demos to the product team and facilitating UATs.
• Creating dashboards in QlikSense.
• Analysing data for FA segmentation to measure performance.

PureSoftware Pvt. Ltd. (July 2019 – Present)

Client: A leading Danish investment bank
Technologies: Power BI, API, Postman, Kibana, MS SQL Server, Azure DevOps, MS Excel, Confluence, Kafka

A Danish investment bank providing online trading services across a range of financial instruments — stocks, bonds, forex, and commodities — to a diverse global clientele.

• Managed medium to large change projects across Front Office and Back Office operations through the full project life cycle — envisioning, business requirements and processes, development, testing, and implementation.
• Proactively identified and implemented cost-saving initiatives for the bank.
• Worked closely with business stakeholders to design, plan, and implement regulatory and commercial solutions.
• Created dashboards for reporting and project tracking.
• Conducted UATs and gave demos to end users.
• Implemented new processes and improved existing ones to increase team productivity.

Major Projects:

• Global KID — Under MIFID-2, the bank was required to provide clients with a Key Information Document (KID) containing details on the financial product being traded. Enrolled as lead BA for this organization-level change: coordinated across multiple teams, created requirement documents, tracked progress, gave demos, and conducted UAT.
• Settle/Unsettle — The bank settled customer accounts at end of day, while actual exchange settlement follows a T+2 cycle. This project synced the bank's settlement cycle with the actual settlement cycle of various financial products. Worked as Product Owner.

Sapient Global Markets (March 2012 – July 2019)

Client: A global investment management firm
Technologies: UFT, SilkTest, JIRA, PL/SQL, MS Excel, VB Script

A renowned investment management firm providing diverse financial services to clients worldwide, with deep expertise in portfolio management.

• Part of the Fixed Income team.
• Worked across various tracks such as Repos, MBS, Swaps, CDS, and Futures.
• Executed story-level test cases for new/modified functionality.
• Functional/UI automation using UFT & VB Script.
• Migrated legacy scripts from SilkTest to UFT.
• Ramped up new joiners in the automation team.
• Performed code reviews for automation scripts.
• Created test cases for functional tracks.
• Gave demos to clients, and conducted UATs and MUTs.
• Handled the regression cycle for releases.

Certifications

• CFA Level 1 Certified — CFA Institute
• CSPO-1® Certified Professional — Scrum Alliance
• Oracle Database SQL Certified Associate — Oracle
• Microsoft Certified: Power BI Data Analyst Associate — Microsoft
• AI-900: Azure AI Fundamentals — Microsoft

Education

• B.Tech (Computer Science) — Priyadarshini College of Computer Sciences (70.2%)
• XII (ISC) — Hartmann College (77.25%)
• X (ICSE) — Hartmann College (80.24%)