Shruti Rajapkar
Mumbai
Summary
Investment banking research and tax operations professional with 6+ years of experience across financial analysis, equity research, and regulatory compliance at JP Morgan. Strong expertise in financial modeling, data analysis, and market research. Proven ability to deliver high-quality insights, maintain accuracy under tight deadlines, and support data-driven decision-making.
Overview
12
12
years of professional experience
Work History
Tax Operations (CCB)| DRT| BRC – Research Analyst
JP Morgan Chase & Co.
Mumbai
06.2022 - Current
- Manage SSN/TIN updates for 250+ client accounts daily, ensuring 98%+ compliance with IRS and FATCA regulations
- Process 250+ W-8/W-9 tax forms weekly via SmartFlow and PC 2.0 with <2% error rate
- Executed SSN/EIN updates across 1,000+ client records, maintaining data integrity across multiple systems (OUI, KES, Captiva)
- Supported TBO platform migration, validating tax documentation to ensure regulatory compliance and system readiness
- Processed 70–90 cases weekly across TACT, SmartFlow, and Cosmic with ~99% accuracy
- Conducted investment banking research using Bloomberg, Capital IQ, and Refinitiv to support live deals and pitchbooks
- Built insights on valuation (DCF, NAV, NPV), WACC, growth rates, and M&A synergies
- Synthesized data from filings, annual reports, and market sources into client-ready research outputs
- Managed metrics, control reports, escalations, and process workflows, ensuring SLA adherence
Senior Executive
Famulus Media & Entertainment LLP
12.2020 - 05.2022
- Managed financial reporting, MIS, bank reconciliations, and statutory compliance.
- Handled budgeting, forecasting, payroll, and audit support.
Senior Executive
PIL Mumbai Pvt. Ltd.
01.2019 - 11.2020
- Prepared GST filings, management reports, and compliance documentation.
Financial Analyst
First Order Analytics Research Pvt. Ltd.
05.2014 - 11.2017
- Built financial models and prepared IFRS-based financial statements.
- Supported client reporting and coordinated with auditors.
Education
Master of Management Studies - Finance
Mumbai University
Mumbai01.2014
Bachelor of Commerce - Commerce
Mumbai University
Mumbai01.2009
Skills
- Financial Modeling (DCF, SOTP, NAV, NPV)
- Tax Compliance (FATCA, IRS)
- Data Analysis & MIS Reporting
- IFRS Reporting
- GST Compliance
- Budgeting & Forecasting
- Market Research Tools (Bloomberg, Refinitiv, Capital IQ, Factiva, MergerMarket)
Awards & Achievements
01/01/25, Stellar Award for consistent quality and ownership in tax operations.
SPECIALIZATION AND INTERNSHIPS PROJECTS
- MMS Specialization Project, Project Title: Equity Research on selected Pharmaceutical Companies in India, Institute: Maratha Mandir's Babasaheb Gawde Inst of Management Studies, Mumbai.
- Summer internship project company: Bunge India Pvt Ltd., duration: 2 months (May to June 2013), project title: Study of treasury operations with special reference to fund management for Bunge India Pvt Ltd.
- Paper presentation made on E-Age technology in banking services – new potentials, trends, issues, and challenges with taking into consideration the viewpoints of ICICI Bank presented in 'Mimasa paper presentation'
CERTIFICATES
MS-CIT Certification and Proficient in Word, Excel & PPT
Timeline
Tax Operations (CCB)| DRT| BRC – Research Analyst
JP Morgan Chase & Co.
06.2022 - Current
Senior Executive
Famulus Media & Entertainment LLP
12.2020 - 05.2022
Senior Executive
PIL Mumbai Pvt. Ltd.
01.2019 - 11.2020
Financial Analyst
First Order Analytics Research Pvt. Ltd.
05.2014 - 11.2017
Master of Management Studies - Finance
Mumbai University
Bachelor of Commerce - Commerce
Mumbai University