Manil Makhija
Managing Director @ Charles River Development
About
- Over 20 years experience in the financial services sector. - Strong domain knowledge in wealth management, trading, compliance and portfolio management. - Skilled in product development, planning, requirement analysis, business, project management. - Building high-performance teams
India
Mumbai
Computer Software
Solution Architecture, Generative AI, Analytics, Customer Satisfaction (CSAT), Product Strategy, Leadership, Strategic Planning, Marketing Strategy, Digital Transformation, Natural Language Processing (NLP), Organizational Vision, FinTech, Management, Business Development, Training, Product Management, Technical Architecture, Product Lifecycle Management, Product Development, Software as a Service (SaaS)
Experience
Managing Director
Charles River Development
Mumbai, Maharashtra, India
Partner
Trojan Consultants LLP
Mumbai
Practice Manager, Wealth Solutions
Charles River Development
New York, NY
• Head of Wealth Management professional services practice responsible for providing thought leadership, project execution and developing product and domain expertise within the group. • Provide oversight and guidance to the team on industry trends and define, document and promote implementation best practices. • Deliver commercially and operationally successful projects. • Participate in product sales cycle and implementation assessments
Director, Wealth Management Technology
ebusinessware
New York, NY
- Managed MAS Suite and Questionnaire and Managed Solutions Hub offerings. - Managed and implemented critical projects at Morgan Stanley and UBS.
Senior Analyst
UBS
Greater New York City Area
* GIM (Portfolio accounting system), Involved in the analysis, implementation and business process assurance for upgrade of GIM and its supporting infrastructure * Several critical improvements to the client performance management engine
Technical Lead
Morgan Stanley
New York, NY
* Corporate Actions Transaction Engine , Involved in the analysis, design and development of an engine to generate transactions for various corporate actions. * Accrual and Payment Library, Involved in the design of a Java based library used by corporate actions engine to process interest income events.
Software Analyst
Capital Group
* Charles River Compliance System Upgrade analysis and strategy * Involved in the implementation of a high volume compliance system and its integration with the equity and fixed income trading systems and reporting tools.
Software Architect
Solugenix
Sr. Software Programmer
Integrated Decision Systems
* Involved in the design, analysis, development and performance tuning of portfolio management, trading and compliance systems. * Analyst View, Involved in the design and development of a sophisticated web based, high volume, graphical decision support tool for analyzing portfolios, models and investment policies and charting them on-line.
Education
Indian Institute of Management Ahmedabad (IIM Ahmedabad)
Leadership Program
University of Southern California
Computer Science
University of Mumbai
Manil Makhija's Contact Information
Phone
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