Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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Saurav Lulla

Saurav Lulla

Investor Support - Asset & Wealth Managment

Summary

To obtain a position in financial analysis and management, utilizing my strong analytical and communication skills developed through my MBA in Finance, my bachelor's degree in Finance, and my experience as a Mortgage specialist for the Houston market in the United States.

Overview

3
3
years of professional experience
3
3
Languages
5
5
years of post-secondary education

Work History

Senior Analyst - Investor Support

JP Morgan Chase
04.2022 - Current

Advised clients on US mortgage options and helped them through the loan process in the private bank.
Analyzed financial information and Semi-Automated reports for the use of the private bank aged deals tracking
Collaborated with cross-functional teams to implement new financial processes and controls to drive new business.
Worked for the United States market, Houston, TX, specifically.

Intern

JPMorgan Chase
04.2021 - 06.2021
  • Conducted regular reviews of operations and identified areas for improvement.
  • Utilized strong communication abilities during presentations which led to increased understanding among colleagues regarding project goals and objectives.
  • Conducted research for various projects, leading to well-informed decisions and successful outcomes.
  • Contributed to a positive team environment by automating a fully functional process with the use of Alteryx (BI tool) to save 96 hours weekly.

Education

MBA - Finance

ICFAI Business School
Mumbai
04.2020 - 04.2022

Bachelor in Financial Markets - Finance

Jai Hind College
Mumbai
05.2016 - 04.2019

Skills

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Hobbies

Binge Watcher

Footballer

Traveler

Timeline

Senior Analyst - Investor Support

JP Morgan Chase
04.2022 - Current

Intern

JPMorgan Chase
04.2021 - 06.2021

MBA - Finance

ICFAI Business School
04.2020 - 04.2022

Bachelor in Financial Markets - Finance

Jai Hind College
05.2016 - 04.2019
Saurav LullaInvestor Support - Asset & Wealth Managment