Shama Patwardhan

Product Manager at Bizly
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us****@****om
(386) 825-5501

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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Product Manager
      • Feb 2023 - Present

      Santa Clara, California, United States - Owned product strategy, roadmap, prioritization and requirements by identifying opportunities, setting product direction, resolving conflicts and defining product releases - Collaborated with cross-functional teams spanning product designers, engineers, marketing, customer success and senior stakeholders to build and launch great products for our users - Worked on building and documenting product development processes to create well-defined steps for the development team - Conducted… Show more - Owned product strategy, roadmap, prioritization and requirements by identifying opportunities, setting product direction, resolving conflicts and defining product releases - Collaborated with cross-functional teams spanning product designers, engineers, marketing, customer success and senior stakeholders to build and launch great products for our users - Worked on building and documenting product development processes to create well-defined steps for the development team - Conducted competitive and market research - Handled the responsibility of user testing and regression testing/QA - Crafted, designed and maintained PRDs, user stories, mock-ups, product flows and prototypes - Tracked and analyzed key product metrics, and scoped out product updates, features and fixes - Contributed to the creation of performance review presentations to inform investors - Developed content for product marketing and promotion Show less

    • United States
    • Software Development
    • Product Manager
      • Aug 2019 - Feb 2023

      Sunnyvale, California, United States I work on enhancing the Stock Card platform, by discovering, researching, and building novel products and features, that create great value for individual stock market investors. I work on building product roadmaps, brainstorm ideas for product features, and develop user stories and product requirement documents (PRD). With a view to understanding our target customers, I study user journeys and behaviors to derive usable insights for user conversion and retention. ▪ Launched 5 new… Show more I work on enhancing the Stock Card platform, by discovering, researching, and building novel products and features, that create great value for individual stock market investors. I work on building product roadmaps, brainstorm ideas for product features, and develop user stories and product requirement documents (PRD). With a view to understanding our target customers, I study user journeys and behaviors to derive usable insights for user conversion and retention. ▪ Launched 5 new consumer-facing stock market research products and more than 12 feature development projects in last 2 years, resulting in more than 200% user growth per year ▪ Redesigned home page to improve user onboarding experience, resulting in an increase in the visitor to sign-up growth rate by 40% MoM ▪ Developed a fully automated Exchange-Traded Funds Research Tool enabling all users to seamlessly research funds, growing user retention by an average rate of 5% per month ▪ Redesigned core product UI by introducing a new vertical navigation menu and call-to-action section, leading to an increase in monthly active users by 25% and an improved user experience ▪ Identified customer requirements and pain points (Voice of Customer) by empathizing with users, and translated them into requirements to develop products that enhance user experience ▪ Analyzed competitors’ solutions to provide product differentiation ▪ Worked on end-to-end product lifecycles for B2C products that involved definition of problems, ideation, feature prioritization and execution of product roadmaps, and creation of epics, user stories and product requirement documents with prototypes and mockups ▪ Collaborated with cross-functional teams on a daily basis for a smoother and faster delivery ▪ Acquired user feedback through user testing, customer surveys and video calls, to understand user experience and behavior ▪ Worked on product analytics to make data-driven decisions regarding new feature prioritizations and to measure success

    • Senior Financial Analyst
      • Sep 2017 - Aug 2019

      Sunnyvale, California, United States ▪ Extracted essential financial and corporate information related to companies and their respective markets using data mining techniques ▪ Managed Stock Card’s content, proprietary database and classification systems ▪ Developed and enhanced more than 100 thematic stock collections for discovery of investment ideas ▪ Managed end-to-end process of sourcing, visualization, and curation content on our platform ▪ Built financial models using MS Excel and Google Sheets ▪ Wrote… Show more ▪ Extracted essential financial and corporate information related to companies and their respective markets using data mining techniques ▪ Managed Stock Card’s content, proprietary database and classification systems ▪ Developed and enhanced more than 100 thematic stock collections for discovery of investment ideas ▪ Managed end-to-end process of sourcing, visualization, and curation content on our platform ▪ Built financial models using MS Excel and Google Sheets ▪ Wrote and validated weekly newsletters ▪ Developed and participated in podcasts published by Stock Card

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Analyst, Intern
      • Sep 2013 - Mar 2014

      Champaign, IL Performed portfolio analysis by tracking the performance of 5 domestic equity funds on a historical basis by analyzing intensive data using tools such as Zacks Research System (ZRS), Telemet, and Russell Investments. It helped in highlighting and analyzing any discrepancy in comparison to their benchmark funds. Improvised and automated 2 models for US Equity Income Fund and Small-Cap Value Fund, exhibiting performance metrics such as total returns, total risk, correlation, Beta… Show more Performed portfolio analysis by tracking the performance of 5 domestic equity funds on a historical basis by analyzing intensive data using tools such as Zacks Research System (ZRS), Telemet, and Russell Investments. It helped in highlighting and analyzing any discrepancy in comparison to their benchmark funds. Improvised and automated 2 models for US Equity Income Fund and Small-Cap Value Fund, exhibiting performance metrics such as total returns, total risk, correlation, Beta, Information Ratio, Sharpe Ratio, tracking error. It helped the company observe the performance of their funds and manage them efficiently. Show less

    • India
    • Financial Services
    • 1 - 100 Employee
    • Performance Analyst
      • Apr 2010 - Apr 2011

      Pune Area, India Analyzed and presented risk and return data for 50 funds using Bloomberg and Fund-of-Funds resources, which helped the clients to analyze their investment allocations. Generated 8 portfolio-based Monthly Reports, showing performance metrics such risk, return, Sharpe Ratio, total asset exposure, sector exposure and industry exposure

    • France
    • Insurance
    • 700 & Above Employee
    • Specialist - General Insurance
      • May 2004 - Jun 2007

      Pune Area, India Created and serviced ~100 General Insurance policies from inception to expiration, using IBM Portal, and authenticated policyholders' accounts and their policy and premium data. Provided quality control to ensure accuracy, resulting in a 5% error rate reduction

Education

  • University of Illinois at Urbana-Champaign - College of Business
    Master of Science (MS), Finance
    2012 - 2013
  • CFA Institute
    Level 1, Finance, General
    2014 - 2014
  • Brihan Maharashtra College Of Commerce
    Master of Commerce, First Class
    2004 - 2006
  • Brihan Maharashtra College Of Commerce
    Bachelor of Commerce (BCom), Statistics
    2001 - 2004
  • University of Illinois Urbana-Champaign
    Master's degree, Finance, General
    2012 - 2013

Community

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