Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nishanth B V

Bangalore

Summary

Analyst with recognized for high productivity and efficient task completion. Skilled in Power BI, Advanced Excel, SQL, financial analysis, portfolio management, and client relationship building. Excel in communication, problem-solving, and strategic planning, ensuring top-notch advisory services and investment solutions.

Overview

9
9
years of professional experience

Work History

Investment Consultant

Aon Consulting Pvt. Ltd.
12.2018 - 10.2024
  • Produced performance evaluation reports (InBriefs, InForms, InTotal) integrating quantitative and qualitative assessments of fund managers.
  • Analyzed benchmarks across Business, Risk, Operations, ESG, and Performance to provide ratings for client decision-making.
  • Conducted tracking of KPIs, variance analysis, and financial reporting including Revenue, Gross Margin, EPS, and Net Income.
  • Designed Excel models and automated tools using VBA, reducing reporting time by 20%.
  • Led quarterly reporting cycles to ensure accuracy, compliance, and timely delivery of data.
  • Collaborated with consultants and data teams to enhance investment strategies and operational efficiency.
  • Developed interactive dashboards in Power BI analyzing banking transactions for improved risk assessment and customer engagement.
  • Applied predictive modeling techniques to estimate future account growth based on transaction trends.

Operational Analyst

JP Morgan Chase
12.2015 - 12.2018
  • Managed derivatives trade documentation (ISDA, CSA) ensuring compliance with EMIR and Dodd-Frank.
  • Partnered with Legal, Compliance, and Risk teams to align documentation with evolving regulations.
  • Conducted gap analysis and remediation projects for regulatory adherence.
  • Resolved trade breaks and discrepancies, ensuring timely reporting and reducing operational risks.
  • Supported audit and data migration projects (DOX → CAPTIS platform).
  • Managed shared operational mailboxes and resolved issues across NA, EMEA, and APAC, ensuring timely responses and SLA compliance.
  • Recognized as Best Performer for completing the highest number of regulatory reviews within tight deadlines.

Education

MBA - Finance

PES University
Bangalore
01.2015

B. Com - Finance & Accounts

Mahajana First Grade College
Mysore
01.2013

NCFM Certification - Derivatives, Futures & Options

Skills

  • Power BI
  • Power Query
  • DAX
  • MySQL
  • Advanced Excel and VBA
  • SQL and Python
  • Financial reporting and analysis
  • Risk management and compliance
  • Business statistics and performance analysis
  • Analytical skills and problem-solving

Timeline

Investment Consultant

Aon Consulting Pvt. Ltd.
12.2018 - 10.2024

Operational Analyst

JP Morgan Chase
12.2015 - 12.2018

MBA - Finance

PES University

B. Com - Finance & Accounts

Mahajana First Grade College

NCFM Certification - Derivatives, Futures & Options

Nishanth B V