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Surima Jain

Senior Implementation Specialist - GoldenSource | GenAI & RAG Architecture | 19+ Years Leading Financial Engineering |Ex AVP @Citi | Ex-Product Owner @ GoldenSource

Mumbai Metropolitan Region

13+ years of work experience

GoldenSource
Jun 20263 mosPresent

Mumbai, Maharashtra, India

Citi
Nov 20223 yrs 8 mosJun 2026

Mumbai, Maharashtra, India

• Pioneered the Equity Model Document Assistant (EMAA), creating a GenAI platform to automate interrogation of 172+ quantitative models. • Engineered enterprise-scale AI pipelines, achieving a 30% reduction in test scenarios and a 50% improvement in execution speed. • Led the transition to an automated attestation platform, saving ~13,000 operational hours annually across 8 global teams.
GoldenSource
Apr 20202 yrs 8 mosNov 2022

Mumbai, Maharashtra, India

Owned product strategy for Quant Workbench, enabling financial institutions to perform analytics on reference and pricing data. Designed domain-specific scripting language to simplify data access & analytics execution. Drove development of Python APIs for data extraction and synthetic reference/pricing data generation using Geometric Brownian Motion, Vasicek models, time-series simulations. Integrated quant analytics libraries with a Java-based UI and workflow engine. Enabled quant research and product onboarding using simulated market datasets; built a Python automation test framework. Mentored 10 engineers on product architecture, analytics, and platform workflows. Converted 3 prospects to strategic clients by introducing data-access scripting framework. Reduced regression testing effort by 60% via automated testing infrastructure.
GoldenSource
Apr 20183 yrs 1 moApr 2021

Mumbai Metropolitan Region

Re-architected the market data platform for loosely coupled UI integration and implementing automated JUnit pipelines to enhance release stability and defect detection. Led a 10-member engineering team in delivering time-series analytics and market data solutions for global financial institutions. Worked closely with developers, clients, and business analysts under agile release cycles. Drove requirements gathering, feasibility analysis, and solution design using OOAD principles and design patterns to ensure scalable, maintainable architecture. Supported deployment at RSU (Munich), ensuring smooth production rollout and capturing enhancement requirements for future. Improved UI performance by 45% following modernization of the market data framework. Reduced internal release defects by 50% through automated test execution pipelines.
GoldenSource
Apr 20162 yrs 1 moApr 2018

Mumbai, Maharashtra, India

Led development of a reference data messaging platform converting validated financial reference datasets into SWIFT MT564–MT568 messages for downstream systems. Directed requirements gathering, feasibility analysis, and solution design. Supported deployment at BBVA (Madrid), ensuring smooth production rollout
L&T Infotech
Dec 200910 mosSep 2010

3i Infotech
Oct 20072 yrs 3 mosDec 2009

Surima’s AI Stack

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Education

Indian Institute of Science (IISc)

Computational Data Science, Computer and Information Sciences and Support Services

Indian Institute of Science (IISc)

20212021
Lachoo Memorial College of Science & Tech

MCA, Computer Science

Lachoo Memorial College of Science & Tech

20033 yrs2006

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Headline

Senior Implementation Specialist - GoldenSource | GenAI & RAG Architecture | 19+ Years Leading Financial Engineering |Ex AVP @Citi | Ex-Product Owner @ GoldenSource

About

A Technical Project Manager with over 19 years of experience in the banking and financial services sector. My expertise lies in project management, compliance, governance, and risk management, where I leverage technology to enhance operational efficiency and drive business transformation. I am passionate about AI-driven automation and financial technology, and I aim to deliver scalable, compliance-aligned solutions that optimize processes and improve performance. Throughout my career, I have developed a strong technical proficiency in Java/J2EE, Python, and cloud architecture, enabling me to create robust enterprise solutions. I have a proven track record of mentoring teams and aligning cross-functional groups towards common goals, which has significantly improved project outcomes. My recent work includes orchestrating the development of AI-driven solutions and automating complex workflows, showcasing my commitment to innovation and excellence in the financial services domain. Key Achievements: - Improved release documentation quality by 80% via GenAI-powered release management. - Reduced test scenarios by 30% and execution time by 50% through optimization of model validation test cases. - Led migration from LaTeX to a Python/Java-based automated generation and attestation platform, saving approximately 13,000 operational hours annually.

Location

Mumbai Metropolitan Region

AI stack

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Work experience

Senior Implementation Specialist at GoldenSource, Jun 2026 - Present · 3 mos, Mumbai, Maharashtra, India

Assistant Vice President at Citi, Nov 2022 - Jun 2026 · 3 yrs 8 mos, Mumbai, Maharashtra, India, • Pioneered the Equity Model Document Assistant (EMAA), creating a GenAI platform to automate interrogation of 172+ quantitative models. • Engineered enterprise-scale AI pipelines, achieving a 30% reduction in test scenarios and a 50% improvement in execution speed. • Led the transition to an automated attestation platform, saving ~13,000 operational hours annually across 8 global teams.

Product Owner at GoldenSource, Apr 2020 - Nov 2022 · 2 yrs 8 mos, Mumbai, Maharashtra, India, Owned product strategy for Quant Workbench, enabling financial institutions to perform analytics on reference and pricing data. Designed domain-specific scripting language to simplify data access & analytics execution. Drove development of Python APIs for data extraction and synthetic reference/pricing data generation using Geometric Brownian Motion, Vasicek models, time-series simulations. Integrated quant analytics libraries with a Java-based UI and workflow engine. Enabled quant research and product onboarding using simulated market datasets; built a Python automation test framework. Mentored 10 engineers on product architecture, analytics, and platform workflows. Converted 3 prospects to strategic clients by introducing data-access scripting framework. Reduced regression testing effort by 60% via automated testing infrastructure.

Project Manager at GoldenSource, Apr 2018 - Apr 2021 · 3 yrs 1 mo, Mumbai Metropolitan Region, Re-architected the market data platform for loosely coupled UI integration and implementing automated JUnit pipelines to enhance release stability and defect detection. Led a 10-member engineering team in delivering time-series analytics and market data solutions for global financial institutions. Worked closely with developers, clients, and business analysts under agile release cycles. Drove requirements gathering, feasibility analysis, and solution design using OOAD principles and design patterns to ensure scalable, maintainable architecture. Supported deployment at RSU (Munich), ensuring smooth production rollout and capturing enhancement requirements for future. Improved UI performance by 45% following modernization of the market data framework. Reduced internal release defects by 50% through automated test execution pipelines.

Project Lead at GoldenSource, Apr 2016 - Apr 2018 · 2 yrs 1 mo, Mumbai, Maharashtra, India, Led development of a reference data messaging platform converting validated financial reference datasets into SWIFT MT564–MT568 messages for downstream systems. Directed requirements gathering, feasibility analysis, and solution design. Supported deployment at BBVA (Madrid), ensuring smooth production rollout

Senior Software Engiineer at L&T Infotech, Dec 2009 - Sep 2010 · 10 mos

Software Executive at 3i Infotech, Oct 2007 - Dec 2009 · 2 yrs 3 mos

Education

Computational Data Science, Computer and Information Sciences and Support Services, Indian Institute of Science (IISc)

MCA, Computer Science, Lachoo Memorial College of Science & Tech

Public links

github: https://github.com/SurimaJain01

Surima Jain - Senior Implementation Specialist in Mumbai Metropolitan Region | Tal