Pooja DARYANANI
Tharwani
Mumbai,Maharashtra
Summary
Finance professional with 9+ years of experience at J.P. Morgan, spanning Asset Servicing and Research functions. Demonstrated expertise in managing client portfolios, cash flow reconciliation, risk control, and income processing across diverse asset classes. Experience includes onboarding and supporting portfolios involving complex instruments such as fund-of-funds, unlisted securities, and private loans. Familiar with credit lifecycle elements, financial structuring concepts, and global regulatory frameworks including MIFID. Adept at coordinating across functions, managing stakeholders, and driving operational excellence in a global banking environment.
Overview
9
9
years of professional experience
Work History
Finance Asset servicing and reseatch
J.P. Morgan Services India Private Limited
Mumbai, Maharashtra
05.2016 - Current
A dedicated finance professional with over 9 years of experience at
J.P. Morgan, specializing in Asset Servicing and Research. Proven expertise in managing client portfolios, reconciling cash flows, controlling risk, and processing income across diverse asset classes. Experienced in onboarding and supporting portfolios with complex instruments, including fund-of-funds, unlisted securities, and private loans. Proficient in credit lifecycle elements, financial structuring, and global regulatory frameworks such as MIFID. Adept at cross-functional coordination, stakeholder management, and driving operational excellence in a global banking environment.
Education
MBA - Finance
Mumbai University
Mumbai 02.2014 - 01.2016
Bachelor of Banking And Insurance - Bachelor of Banking And Insurance
Mumbai University
Mumbai 02.2010 - 01.2013
Skills
Asset Servicing & Client Management – Oversight of asset servicing operations, client account management, end-to-end portfolio handling post-onboarding
Cash Flow & Income Reconciliation – Reconciliation of cash flows, income processing (dividends, interest, distributions), and timely resolution of exceptions
Global Stakeholder Coordination – Effective collaboration with global stakeholders across regions for investment operations and research initiatives
Credit Evaluation & Loan Workflows – Experience in credit assessment, working capital structuring, and loan documentation processes
Financial Analysis & Structuring – Conceptual knowledge of financial modelling, term sheets, and debt syndication processes
Regulatory Compliance – Strong understanding of compliance-driven regulatory aspects for client onboarding
Technical Proficiency – Bloomberg, IMActions, FinSwitch, DTCC, Euroclear; adept in communication and problem-solving
Timeline
Engineering Underwriter
ICICI Lombard GIC
03.2015 - 03.2017
MBA - Finance
Mumbai University
02.2014 - 01.2016
Bachelor of Banking And Insurance - Bachelor of Banking And Insurance
Mumbai University
02.2010 - 01.2013