Darshan Kankariya, 25
Bengaluru
Summary
Accomplished Private Banking Analyst at JP Morgan Chase, adept in financial statement analysis and stakeholder management. Excelled in enhancing assets under management by $300M through strategic investment opportunities and robust client relationship building. Skilled in MS Office Suite and Python, significantly improved operational efficiency by automating processes, saving 2000+ hours annually. Demonstrated exceptional analytical and interpersonal skills, driving substantial business growth.
Overview
3
3
years of professional experience
Work History
Private Banking Analyst (AWM)
JP Morgan Chase
Bengaluru
04.2023 - Current
- Supporting 5 advisors, 3 Investment & a Lending specialist in New York office, aiding ~100+ HNI & UHNI in their everyday requests, maturities & analysis with an overall AUM of ~$50B
- Leveraged tools like Pitchbook, Wealth engine & Bloomberg to create a database of 500+ prospects for advisors, 120 of them were reached out by my advisors through events & referrals resulted in fresh flow of ~$250M
- Leveraged in-house tools to identify investable opportunities worth $500M, post due-dilligence $300M were moved
- Attended client calls to understand the ideology of client & Assisted Investment specialist in drafting investment proposal to onboard external assets; received multiple shout-outs for suggestions & quick analysis.
- Prepared advisors scorecard to analyze their book on parameters of AUM (Custody & Managed) & Revenue
- Created wealth plans for clients, aiding them in syncing their financial goals with their existing assets and income.
- Aided investment desk in reporting performance numbers of client & advising them on alternative opportunities
- Trained new on-shore & off-shore (India) analysts professionals on prospecting, performance reporting & analytics
- Evaluated client’s brokerage holdings taking the house and the economic view into account. Ideated hedging and diversification strategies for client’s portfolios.
- Formulated current and target asset allocations, pitched new managed portfolios, laid out sector and industry wide diversification plans and calculated return and volatility aspects
- Helped lending team for periodic review and monitoring client's credit data, keeping tab on any covenant breach
- Showcased dashboards on Wallet Share, Liquidity Management & Engagement to advisors & brainstormed alongside them to find out ways to onboard more assets from existing relationships
- Teamed up with python team to create solutions & automate 10+ use case saving 2000 manpower hours per year
- Assisted in the development and implementation of new banking products and services to meet customer needs.
Exeternal Consultant - Founders Office
Pointsville (Remote)
New York
07.2023 - 01.2025
- Developed comprehensive financial projection for the company, driving valuation & aided the team in fund raise
- Developed the key metrics for the business process & benchmarked them with competitors and industry standards
- Prepared pitch-decks for million $ deal with nation state like El Salvador & Bhutan. Both projects were green light
- Formulated Data models & provided Insights in creating case studies around tokenization of Illiquid assets
- Understood the business opportunity from team & calculated the target addressable market & revenue opportunity
- Aided team in building strategic relationship with Fidelity, Fanatics & MLB clubs by providing data insights
MBA -Summer Intership
Oyo Rooms
New Delhi
04.2022 - 06.2022
- Assisted the team to establish symmetry in KPIs definition of the various region & merry these standardized KPIs into Hyperion for further analysis; meanwhile automating the whole process.
- Development of the standardized metrics helped the company to compare & expand across multiple regions.
- Monitored operations and reviewed records and metrics to understand company performance.
Education
MBA -
Indian Institute of Management
Shillong, India12.2023
B.Com -
Narsee Monjee College of Commerce And Economics
Mumbai12.2020
CLASS XII -
ST. Pauls. Sr. Sec. School
Pali12.2017
CLASS X -
ST. Pauls. Sr. Sec. School
Pali12.2015
Skills
- Financial Statement Analysis & Modelling
- MS Office Suite, Tableau & Python
- Cash flow forecasting & Business valuation
- Stakeholder & Portfolio Management
- Financial plan preparation & Investment advising
- Market Research & Strong Analytical skills
Certifications and achievements
- Secured AIR 46 in CA Foundation Exam conducted by Institute of Chartered Accountant of India
- Represented district lawn tennis team on state level twice also managed to get District Rank 1
- National Finalist - GSK E-cube (Marketing Case), National Runner Ups ISB Advaita (Supply Chain),
- Worked on the telescreen project executed by Step-one to aid covid patient get best healthcare
- Appointed as a Covid-19 vaccine influencer by Bhumi to promote the vaccination campaign
- JPM Step Award for Exceptional Client Service (2021)
Positions Of Responsibility
- As an Office bearer of Niveshak (Finance and Investment Club), - Managed the equity portfolio as per top-down approach, market condition and stock valuation & was successful in generating an alpha of 5% above benchmark. As an editor of Niveshak, finance magazine of IIM Shillong, circulated the magazine amongst the premier B-school & facilitate interaction between students and industry by organizing events and competition.
- Narsee Monjee College of Commerce & Economics, Executive Member- Insight, Conducted Global Youth Economic Summit & Business Conclave, inviting luminaries like S.Irani, Spearheaded the arrangement of flagship event, Periculum - virtual stock market simulation, Coordinated several sessions with industry leaders to help student learn about corporate life
Timeline
Exeternal Consultant - Founders Office
Pointsville (Remote)
07.2023 - 01.2025
Private Banking Analyst (AWM)
JP Morgan Chase
04.2023 - Current
MBA -Summer Intership
Oyo Rooms
04.2022 - 06.2022
MBA -
Indian Institute of Management
B.Com -
Narsee Monjee College of Commerce And Economics
CLASS XII -
ST. Pauls. Sr. Sec. School
CLASS X -
ST. Pauls. Sr. Sec. School
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