Himani Narain
Equity Structuring Analyst
Mumbai
Summary
Finance Professional with 1.5 years of hands-on experience in the Structured Investment domain, specializing in Equities Markets and client reporting. Proficient in Python, SQL, and Bloomberg research tool. Demonstrated expertise in conceptualizing and executing over 8 Quantitative Investment Strategies (QIS) spanning XRP and CTA, managing a net trade notional exceeding $20 million. Successfully spearheaded the management of Actively Managed Certificates on the Nexus Trading Platform, significantly increasing trade activity by nearly 30% in terms of notional value.
A dedicated quick-learner and self-driven individual.
Overview
3
3
years of professional experience
8
8
years of post-secondary education
Work History
Markets - Equity Structuring Analyst
JP Morgan Chase & Co
Mumbai
06.2022 - Current
- Conducted in-depth investigations and successfully resolved diverse Quantitative Investment Strategies (QIS) to facilitate data provisioning to third-party stakeholders for advanced risk solutions and analytics across multi-asset QIS.
- Liaised with various departments, including Sales, Technology, and Quantitative Research, to achieve the successful delivery of more than 250 client reports encompassing both pre and post-trade activities, leading to conversion ratio of over 70% pre-trade discussions and impacted a cumulative trade notional exceeding $5 billion.
- Successfully introduced a holistic framework for Environmental, Social, and Governance (ESG) disclosure within the context of ERP (Equity Risk Premium) and CTA (Commodity Trading Advisors) indices, catering to four discerning clients with a strong ESG emphasis.
- Effectively pioneered the Withholding tax documentation for 6 X-Asset Risk Premium (XRP) strategies, representing a substantial share of EMEA trading of almost 20% in notional value. This innovative documentation provided an intricate delineation of the tax liabilities linked to the capital gains realized on each individual underlying asset within the portfolio, significantly elevating client transparency and adherence to regulatory compliance.
- Independently oversaw the end-to-end management of the company's Nexus trading platform. This encompassed the entire lifecycle of Actively Managed Certificates (AMC) for a portfolio of over 10 clients and 60+ AMCs, commencing from the client onboarding process, formulation of investment strategies, and culminating in the provision of final reporting.
FP & A Intern
State Street Global Advisors
Bengaluru
04.2021 - 06.2021
- Implemented automation for five distinct reports across diverse departments encompassing headcount, budgeting, and profit and loss (P&L) analysis, significantly diminishing manual intervention required from an intricate process involving 15-20 steps down to a mere 2 steps, culminating in an 86% reduction in manual effort, with an accuracy of close to100%.
- Pioneered the conceptualization of a standardized Headcount report and successfully integrated this data into three key control mechanisms: This strategic initiative resulted in a remarkable 70% reduction in operational effort.
- In recognition of my performance, I was granted a Full-Time Offer (PPO) to join the prestigious Financial Rotational Development Program at State Street Corporation.
Retail Merchandising System Automation Intern
Oracle Retail
Bengaluru
06.2019 - 11.2019
- Collaboratively worked with the team to independently automate two of the system's largest modules, namely, Items and Purchase Orders, utilizing Java, significantly reducing manual intervention by vendor/clients and streamlining the process to a single step.
- Following the final amendments, spearheaded the automation regression testing for more than 100 application scenarios, spanning various data input modes and modules. This comprehensive testing effort was conducted using OATS (Oracle Application Testing Suite) OpenScript.
Education
MBA - Finance, General Management
Indian Institute of Management Indore
Indore, India 06.2020 - 04.2022
B.Tech - Computer Science
Indian Institute of Information Technology (IIIT)
Jabalpur 06.2016 - 04.2020
Class 12 - Science And Mathematics
Army Public School
Mathura 07.2014 - 05.2016
Class10 - English, Science, Social Studies, Mathematics
Sacred Heart Convent School
Mathura 06.2013 - 05.2014
Skills
Python
Timeline
Markets - Equity Structuring Analyst
JP Morgan Chase & Co
06.2022 - Current
FP & A Intern
State Street Global Advisors
04.2021 - 06.2021
MBA - Finance, General Management
Indian Institute of Management Indore
06.2020 - 04.2022
Retail Merchandising System Automation Intern
Oracle Retail
06.2019 - 11.2019
B.Tech - Computer Science
Indian Institute of Information Technology (IIIT)
06.2016 - 04.2020
Class 12 - Science And Mathematics
Army Public School
07.2014 - 05.2016
Class10 - English, Science, Social Studies, Mathematics
Sacred Heart Convent School
06.2013 - 05.2014
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