Saneesh Surendran

Technology leader with extensive experience managing global teams across engineering, data, product, and project delivery. Joined as employee #1, built from zero, scaled through hypergrowth, led acquisitions and transitions. That journey shaped how I think: move fast, own outcomes, and always build for what comes next. I have built and scaled offshore development centers, recruited and developed high-performing international teams, and managed vendor partnerships to deliver integrated solutions across multiple business lines. Early adopter & promoter of AI-assisted development tools like Copilot, Claude, Codex etc to drive productivity, efficiency and scale. Key areas of expertise include:• Program, product, and project management using Agile and Waterfall methodologies• Investment management systems implementation and complex data warehouse solutions• Cloud adoption and migration strategy• Pre-sales , budgeting, SLA oversight, and solution demonstrations• Lead due diligence for M&A. Build vs Buy decision making.• Data governance, data modeling, analytics, and API integration• Data Warehouse, data lakes and data lakehouse designs and architecture. ETL / ELT processes.• Vendor selection, management and contract negotiation• Investment accounting, Performance calculations, Client and Regulatory reporting• Risk management and senior stakeholder communication• Productionalize AI-assisted development with Claude/GPT(prompt Engineering). Human-in-the-loop coding, testing and deployments. Model Context Protocol integrations with LLMs & enterprise data.• Designed and delivered AI agents used in production by business and operations teams to automate workflows, improve decision-making, and reduce manual effort. Implemented model orchestration, intelligent routing, and token management strategies to optimize LLM utilization and operational costs. Domain experience spans across investment management spectrum covering Institutional wealth, Private and HNI wealth, Private Equity and Hedge funds. Asset classes such as fixed income, equities, derivatives, mutual funds, bank loans, commodities etc. Deep technical and operational knowledge of trade operations & settlements, portfolio accounting & valuations, performance analytics, portfolio risk & attribution. Experience includes Oracle, SQL Server, Google BigQuery, Postgres, Snowflake,Databricks, Informatica, Business Objects, PowerBI, Azure.lnvestment management platforms like BNY's Eagle Suite of products, PORTIA, Bloomberg, FactSet, Reuters, ICE, Markit EDM,etc.