Munish Singh

About

Business Analyst at Congruent Solutions Pvt. Ltd. with experience in UAT and integration testing for IRA and clearing partner integrations in the US retirement industry, serving as a primary POC for post-implementation product issues. Background in finance and analytics through an internship at Finoability, valuation and portfolio management projects, and data/marketing analytics training (SQL, Excel, Tableau, R, regression/CLV).

Experience

• Business Analyst · Congruent Solutions Pvt. Ltd.06-01-2025

  • Onboarded into the product team responsible for three key verticals: product development, client integrations, and new feature enhancements for existing clients. • Led end-to-end UAT (User Acceptance Testing) for the IRA (Individual Retirement Accounts) product — coordinating testing teams and developers to resolve issues ahead of successful client implementation. • Served as the primary Point of Contact (POC) for the IRA product within the product team, handling post- implementation product issues and liaising between support and development teams. • Participated extensively in client calls to validate product capabilities against client requirements and facilitate smooth product adoption. • Currently leading integration testing for the CSTB (Charles Schwab Trust Bank) clearing partner integration — independently mapped all integration scenarios, created comprehensive test cases, and conduct regular coordination calls with the CSTB team to resolve mapping issues and track progress toward go-live. • Collaborated with engineering and product managers on scope review and feature development for new product enhancements targeted at the retirement services market.

• Finance Intern · Finoability Pvt. Ltd.04-01-2024 – 05-31-2024

  • Researched and built a dynamic index of 10 top-performing Media & Entertainment stocks, segmented by value and growth metrics (P/E and PEG Ratios), and tracked portfolio performance over time. • Designed a tailored risk-profiling questionnaire and categorized mutual funds by asset class and risk level, incorporating expense ratio, CAGR, and CRISIL ratings into investment recommendations. • Participated in team case study discussions analyzing global financial events and their impact on investment strategies and market dynamics.

Education

• Indian Institute of Management TiruchirappalliPGPM, PGPM (Post Graduate Programme in Management)
• Roorkee College of EngineeringB.Tech | 79.23%, B.Tech

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