Jay Patel
Automation Associate
Bangalore
Summary
Dynamic professional with a strong foundation in operations, gained through experience at JP Morgan, specializing in Derivatives Clearing Operations, Prime Brokerage Services, and Equities. A passion for continuous learning has led to mastery of advanced analytical tools such as Alteryx, Tableau, and Ui-Path, despite a non-technical background. Currently collaborating with a team of innovative problem solvers focused on delivering impactful solutions that enhance operational efficiency and address complex challenges. Enthusiastic about leveraging analytical skills and operational expertise to drive success in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Team Leader
JP Morgan Chase & Co.
06.2021 - Current
- Team lead role involved project management responsibilities and cross functional initiatives.
- Partnered with Onboarding, Trade Management, Settlements teams to conduct in-depth process reviews and identify areas of improvement.
- Reviewed the FDCO & Prime Onboarding teams and based on the synergies identified recommended the management to restructure the teams in-order drive automation and resource optimization. Resulted in time save of 16 hours/day.
- Built a real time dashboard for the Global Onboarding Team to track the daily & historical BAU volumes, open requests approaching SLAs, and highlight accuracy of mappings for the requests completed.
- Assisted in building & implementing the Top-Day Reconciliation tool allowing Exchange Reconciliation team to identify and rectify the High Risk breaks on the same day rather than on T+1 basis.
- Built an email automation tool for Pre-matching team to identify the failed trades and send a chaser to the counterparties to amend the allegement in market. Time save from this tool was 8 hours/day.
Operations Analyst
JP Morgan Chase & Co.
01.2019 - Current
- Along with the daily BAU in Onboarding team ensured the accuracy in mappings performed by performing reconciliations.
- Collaborated with tech teams to improve the BAU applications used by including bulk uploading feature in all our applications so that team is well equipped to handle spike in volumes.
- Automated all manual reporting using Alteryx, significantly enhancing efficiency and accuracy in reporting.
- Automated reconciliations helped reduced the breaks by 65% due to incorrect mappings.
- Conducted training sessions in Alteryx for the interested participants.
- Worked with audit team and ensured a satisfactory rating for the process.
Team Member
JP Morgan Chase & Co.
06.2016 - Current
- As a newly joined professional, I began my career with the Onboarding team.
- Daily BAU involved setting up client entitlements & Trade Eligibilities in JPM systems.
Education
BBA - Finance
Christ University
01.2016
PUC - Commerce
Jain College
01.2013
Skills
- Alteryx
- Tableau
- Ui-Path
- Advanced MS Excel
- Microsoft PowerPoint
- Reporting & Reconciliations
- Stakeholder Management
- Critical thinking and problem solving
- Communication Skills
- Collaboration & Teamwork
Accomplishments
- Completed Alteryx Designer Core Certification, 2017
- Completed Alteryx Advanced Certification, 2020
- Chosen as one of the Market Operations Portrait Awards winner, 2020, for coordinating and ensuring teams KPI are unaffected while work remotely.
- Digital Accelerator Certification, 2022
- Won BRATATHON - 2022, Automated the process of identifying where the firm is short to deliver and pull up positions of all the securities where it can be sourced from.
- Won BRATATHON - 2024, Improved the process of chasing the counterparties for the failed to receive securities, saving 7 hours/day and standardizing the process globally.
- Client Experience Award winner, for my role in reducing the breaks due to incorrect mappings in the Onboarding process by 65%.
Personal Information
Date of Birth: 06/16/95
Timeline
Team Leader
JP Morgan Chase & Co.
06.2021 - Current
Operations Analyst
JP Morgan Chase & Co.
01.2019 - Current
Team Member
JP Morgan Chase & Co.
06.2016 - Current
PUC - Commerce
Jain College
BBA - Finance
Christ University