Chanpreet V Mehra
Investment Banker
Mumbai
Summary
Work Experience: 16+ years’ experience as an Investment Banker (Nomura Services India Private Ltd (Formerly Known as Lehman Brothers) and J.P. Morgan Chase Services India Pvt Ltd Qualifications: Graduate in Banking & Insurance.
Performance-driven Vice President with experience of aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Vice President
JP Morgan Chase Services India Private Limited
12.2013 - Current
- Significant experience in reconciliation across various departments like Brokerage Reconciliation, Middle Office Fund Manager Reconciliation & Street Reconciliation
- Monitoring discrepancies within systems and working towards the resolution
- Allocating and prioritizing work to meet the deadline for smooth functioning of the process
- Proactively involved in identifying operational risk and assessing the adequacy of controls to manage risk, including enhanced or additional controls
- Reporting Weekly Metrics and Dashboards to higher management at the product line
- Identifying issues and trends in order to recommend comprehensive solutions thereby, reducing manual intervention to the minimal
- Capable of multi-tasking without affecting the quality of the work delivered
- Ensuring attention to detail with strong focus on accuracy of information provided
- Working with Risk Management team to address developing issues and exiting control gaps in the process
- Representing key Reconciliation initiatives as a subject matter expert for process improvement
- Ability to foresee changing needs of clients, to think through and think strategically to identify solutions
- Strong verbal and written communication skills: ability to convey complex situations and relationships clearly and concisely to management teams and executive level audiences
- Ability to work under pressure, tight deadlines and unexpected requirement changes
- Strong leadership skills with the ability to work both independently and in a team environment
- Managing development of the team including training and professional development, career management and performance management
- Conducting periodic reviews and check to identify process gaps including advisory and ad-hoc projects
- Performing evaluation of control meets for area of responsibility including deep dives sessions and root cause analysis of significant control related issues
- Maintained excellent relationship with relevant stakeholders, counterparties and on/ff shore teams
Senior Analyst
Nomura India Private Ltd (Formerly Known as Lehman Brothers)
05.2008 - 12.2013
- Successfully migrated Middle office reconciliation function from Global head office pf Nomura to Mumbai
- Provided Desk Support to regional Cash Equity MO by performing FOBO reconciliation for Exchange/Broker trades comprising several Market/Sales Traders, Exchanges/Listed Derivative and Equity products
- Analyzed root cause to improve controls in the transaction cycle thereby eliminating persistent problems
- Ensured trading and operational risk was managed effectively and efficiently, focusing on strategic resource allocation and technological development
- Maintained Control framework for each Rec/ activity in the process to identify the Control Gaps management of broker trading accounts
- Handled the quality and accuracy of trade support function reducing risk and errors across functions
- Reported daily/weekly MIS with the issue tracker to the higher management for all the reconciliation performed across regions
- Improvised the quality of MIS being presented and designed intuitive and user-friendly reports for the Senior Management and On Shore Teams
- Worked as a 'Desk Assistant' to the Trader thereby managed trade booking on live risk trading platforms for Options (Listed & OTC), Futures, Stock, Convertible Bonds and CDS
Education
BBA - Banking And Finance
04.2001 -
Areasofkeyemphasis
- Reconciliation
- Desk Assistant to the Trader
- RCSA
- MS Outlook
- Productivity Save
- Improved Controls
- Team Leadership
- Client / Stakeholder Relations
- Metrics
- Tableau
- TriOptima
Mobilenumbers
- 8828190290
- 9892187908
Certification
Project Management Professional
Timeline
Project Management Professional
08-2023
Vice President - JP Morgan Chase Services India Private Limited
12.2013 - Current
Senior Analyst - Nomura India Private Ltd (Formerly Known as Lehman Brothers)
05.2008 - 12.2013
University of Mumbai - BBA, Banking And Finance
04.2001 -
Similar Profiles
AJAY MANDALAJAY MANDAL
Consultant at Randstad India Private Limited - JP Morgan ChaseConsultant at Randstad India Private Limited - JP Morgan Chase
Anna JosephAnna Joseph
Associate at JP Morgan Services India Private Limited, Mumbai, IndiaAssociate at JP Morgan Services India Private Limited, Mumbai, India
Mayuri SharmaMayuri Sharma
Senior Business Analyst at JP Morgan Services India Private LimitedSenior Business Analyst at JP Morgan Services India Private Limited
AAKASH SABALEAAKASH SABALE
Support Executive Service Engineer at Dak System IncSupport Executive Service Engineer at Dak System Inc
ROHAN SINGHROHAN SINGH
Client Advisor at GUCCIClient Advisor at GUCCI