What I Bring
A results-driven analyst who turns complex requirements into production-ready systems — on time, every time.
Fast Validation Cycles
Identify defects early in UAT, reducing rework and speeding up release timelines.
100% Sign-off Rate
Every release handled was signed off with zero critical post-production issues.
Domain Expertise
Deep understanding of OMS, equity trading, price feeds, and capital market workflows.
Stakeholder Alignment
Bridging business users and developers with clear communication and documentation.
About Me
I am an MBA (Finance) professional with over three years of experience in fintech business analysis and UAT validation, specialising in capital markets and equity trading platforms.
I collaborate with traders, business users, product owners, and development teams to ensure accurate implementation of trading workflows — from order placement to settlement.
Expertise includes validating trade lifecycle logic, margin and P&L calculations, real-time system behaviour, and ensuring releases meet compliance standards.
Domain Focus
Capital markets, equity trading systems, and real-time financial platforms.
Stakeholder Bridge
Connecting traders, product owners, and dev teams for smooth delivery.
Documentation
BRD, FRD, SRS, UAT reports, release notes — precision in every document.
Technical & System Exposure
Trade Lifecycle Validation
Order → Execution → Settlement end-to-end flow validation
Margin & Risk Workflows
Margin calculation and risk workflow validation across scenarios
Real-time P&L Verification
Live profit & loss logic verification against expected output
Market Data Feed Testing
Integration testing for market data providers and price ticks
REST API Workflow
Understanding of REST API request/response flow for trading operations
Production Issue Analysis
Root cause analysis and resolution support for production incidents
Experience
Functional Analyst / UAT Specialist
Wallstreet Algo Trading Pvt. Ltd.
Third Eye Incorporation
Responsible for validating business requirements, coordinating UAT activities, and ensuring accurate implementation of trading workflows in fintech platforms.
Key Responsibilities
- Analyse and validate business requirements
- Convert requirements into structured validation scenarios
- Validate complete equity trade lifecycle
- Coordinate UAT cycles with stakeholders
- Support production release and post-release validation
Key Achievements
- Contributed to 10+ stable production releases
- Reduced critical defects through structured validation
- Standardised UAT documentation templates
- Improved coordination between business and development teams
In-House Equity Trading Platform
A real-time trading platform for retail and professional traders, supporting equity trading, portfolio management, and market analytics.
Business Objective: Provide fast, accurate, and reliable trading services with real-time data and secure execution.
My Responsibilities
- Validate order placement, modification, and cancellation workflows
- Verify portfolio and P&L calculations in real-time
- Test integration with market data providers
- Support UAT with traders and business users
- Prepare validation and sign-off documentation
- Assist in production rollout and monitoring
Tools Used
What Colleagues Say
“Yogesh has an exceptional eye for detail in UAT. He catches issues that most people miss, and his documentation is always thorough and clear. A reliable team member who truly understands the business side of trading systems.”
Team Lead
Wallstreet Algo Trading Pvt. Ltd.
“His ability to communicate complex technical issues in simple business terms makes him an invaluable bridge between our development team and business stakeholders. Every release he manages goes smoothly.”
Senior Developer
Wallstreet Algo Trading Pvt. Ltd.
Names withheld for privacy. Testimonials based on professional feedback.
Core Competencies
Business Analysis
- Requirement Elicitation
- BRD / FRD / SRS Documentation
- Stakeholder Communication
- Change & Impact Analysis
UAT & Validation
- UAT Planning & Execution
- Regression & Sanity Testing
- Release Validation
- Production Support
Fintech Domain
- Equity Trading Systems
- OMS
- Market Data Feeds
- Portfolio & P&L Validation
Tools & Software
Languages
Education
MBA — Finance Management
2022 – 2024Swami Vivekanand Institute of Management Science & Technology
Specialised in financial management, investment analysis, and risk management.
B.E. — Mechanical Engineering
2018 – 2022Pune University
Developed analytical thinking and problem-solving skills through engineering fundamentals.
Diploma — Mechanical Engineering
2015 – 2018Bhujbal Knowledge City
Foundation in technical drawing, manufacturing, and applied mechanics.
Certifications
SEBI Investor Awareness Test
NISM (National Institute of Securities Markets)
April 9, 2026
#NISM20260000396432-001
Passed SEBI Investor Awareness Test conducted by NISM. Certified to understand investor protection, market rules, and financial literacy for securities trading.
Financial Literacy Course for Bharat
NISM (eLearning)
April 8, 2026
Completed NISM eLearning course on Financial Literacy for Bharat. Comprehensive training on investment concepts, market mechanisms, and personal financial planning.
Claude Code in Action
Anthropic
March 2, 2026
#pfp3h5kcjzgz
Hands-on training in Claude Code: AI-assisted development, tool usage, workflow optimisation, and advanced coding productivity.
Business Analysis Basics
Simplilearn
March 2, 2026
#9909408
Core BA concepts: requirement elicitation, stakeholder communication, BRD documentation, and process mapping.
Software Testing
Acceleration Training Center, Pune
July 30, 2022
Advanced training in Manual & Automation Testing: Test Case Design, STLC, Defect Lifecycle, Selenium basics, and real-time project exposure.
Vision & Values
Career Vision
To evolve into a Senior Business Analyst and Fintech Product Leader, driving scalable and compliant financial technology solutions.
Short-Term Goals
1 – 2 Years
- Transition into full Business Analyst role
- Lead UAT and requirement analysis activities
- Work on international fintech projects
Long-Term Goals
5 Years
- Become Product / Program Manager in fintech
- Lead digital transformation initiatives
Professional Values
Beyond Work
A glimpse into what keeps me curious and energised outside the office.
Learning New Tech
Exploring the latest technologies and business tools to stay ahead
Software Exploration
Discovering and experimenting with new software applications
Stock Market Trading
Active trading and financial analysis of equity markets
Travelling
Exploring new places and experiencing different cultures
Open to Opportunities
Open to BA & Fintech Consulting
Available for full-time, contract, and consulting roles. Fill out the form or reach out directly — I respond within 24 hours.