Jeeson Joyson
Mumbai
Summary
Finance professional with expertise in financial analysis, portfolio verification, and operational risk management. Successfully collaborated with chartered accountants and cross-functional teams to enhance asset portfolio reviews, identify discrepancies, and streamline workflows. Strong communication skills and emotional intelligence foster effective relationships with stakeholders and partners. Committed to continuous improvement and detail-oriented, consistently delivering high-quality results within tight deadlines and regulatory standards.
Overview
3
3
years of professional experience
Work History
Risk Manager
The Wealth Company
Mumbai , India
09.2026 - Current
- Streamline risk reporting with clearer steps and fewer manual checks.
- Monitor compliance against internal and external risk management standards daily.
- Develop and roll out risk protocols to reduce financial losses.
- Prepared comprehensive reports on risk exposure and mitigation outcomes for stakeholders.
- Collaborated with internal audit teams to conduct risk-based audits, identifying areas for improvement in risk management practices.
Assistant Manager-Wealth
Satco Wealth
Mumbai
09.2025 - 03.2026
- Financial Data Reporting: Leveraged advanced Excel, SQL, and Power BI to analyze complex financial data, monitor portfolio metrics, and report actionable insights directly to senior leadership.
- Asset & Market Analysis: Conducted comprehensive research on equity, debt, mutual funds, PMS, and alternative assets to ensure accurate portfolio construction and data-driven advisory decisions.
- Risk Management & Controls: Managed and monitored asset portfolios reaching up to ₹100 Cr, ensuring strict adherence to internal risk strategies and procedural compliance during highly volatile market periods.
- Stakeholder Communication: Maintained transparent, proactive communication regarding portfolio performance and asset strategies, building high-trust relationships with premium clients and stakeholders.
Assistant Manager
Bandhan Mutual Fund
Bhopal
06.2023 - 11.2024
- Financial & Audit Collaboration: Partnered closely with Chartered Accountants (CAs), lawyers, and external financial professionals to review asset allocation strategies and verify client documentation for regulatory compliance.
- Portfolio Documentation Quality: Managed all stages of client onboarding with meticulous attention to detail, ensuring numerical accuracy, complete disclosures, and seamless data management across a ₹7 crore portfolio.
- Cross-Functional Coordination: Built and maintained a robust cross-referral professional network, serving as a reliable point of contact to align multi-location deliverables and client requirements.
Education
Master of Business Administration - Finance
Kohinoor Management School
Mumbai01-2023
Bachelor - Taxation
The Bhopal School of Social Sciences
Bhopal01-2020
High-school diploma - Commerce
St.Mary's Convent School
Bhopal01-2017
Skills
- Financial Reporting & Analysis: Portfolio analysis, financial modeling, GAAP awareness, data interpretation
- Systems & Data Tools: Advanced Excel, SQL, Microsoft Power BI, Master Data Management
- Risk & Process Optimization: Quality control, risk management strategies, process streamlining, asset allocation
- Stakeholder Management: Interpersonal communication, relationship development, cross-functional collaboration
Timeline
Risk Manager
The Wealth Company
09.2026 - Current
Assistant Manager-Wealth
Satco Wealth
09.2025 - 03.2026
Assistant Manager
Bandhan Mutual Fund
06.2023 - 11.2024
Master of Business Administration - Finance
Kohinoor Management School
Bachelor - Taxation
The Bhopal School of Social Sciences
High-school diploma - Commerce
St.Mary's Convent School