Subramanya J A
Bangalore
Summary
Associate at JP Morgan & Chase with over 8 years of experience in regulatory reporting and project management. Specializes in MiFID II compliance and SQL, implementing automation to improve efficiency. Demonstrated success in enhancing cost transparency and fostering stakeholder collaboration, delivering strategic solutions that strengthen client trust and operational governance.
Overview
13
13
years of professional experience
Work History
Associate
JP Morgan & Chase
07.2017 - Current
Role Overview
- Results-driven Associate with 8+ years of experience across Regulatory Reporting, Transaction Cost Analysis, and Business Implementation.
- Proven expertise in MiFID II, EMIR, SFDR, CTI, and global cost transparency regulations.
- Strong understanding of OTC derivatives, Fixed Income instruments, and Equity markets, supported by strong analytical and stakeholder management capabilities.
- Extensive experience producing a wide range of regulatory and client reports, including:
MiFID II Transaction Reporting & Performance Reporting
Ex-Ante / Ex-Post Cost & Charges Disclosures
Cost Transparency Initiative (CTI) reports
MiFID & PRIIPs Templates, including EPT 2.0 - Strong understanding of regulatory requirements, data governance, and reporting quality controls.
- Ensured consistent accuracy, timeliness, and compliance across all reporting deliverables.
- Responsible for calculating MiFID-related transaction costs using the Arrival Price methodology across all major asset classes.
- Collaborated daily with Investment Specialists to validate trade-level cost data, analyze outliers, and support performance transparency.
- Delivered enhanced cost insights for institutional clients and internal JPM funds.
- Led and delivered a Project Cost Calculator, a strategic solution designed to calculate implicit transaction costs for JPM funds and institutional clients.
- Worked extensively with Technology, Compliance, Legal, Reporting, Operations, and Product teams to design, validate, and implement the solution.
- Played a key role in requirements gathering, data mapping, regulatory interpretation, UAT, issue resolution, and production rollout.
- Enhanced cost transparency, regulatory alignment, and client confidence through accurate and scalable cost calculations.
- Led and contributed to end-to-end implementation of major regulatory initiatives, including CTI, EPT 2.0, and Ex-Post Reporting.
- Coordinated with Product, Compliance, Operations, Technology, and Data teams to ensure smooth delivery into production.
- Conducted detailed UAT testing, impact analysis, issue resolution, and operational readiness sign-offs.
- Proficient in SQL, Advanced Excel, PowerPoint, JIRA, and workflow management tools.
- Automated two key internal processes using Xceptor, delivering 500+ hours of annual efficiency savings and reducing operational risk.
- Serve as Control Champion for the Reporting team, implementing enhanced controls to minimize errors and prevent breaches.
- Led initiatives to improve process reliability, documentation standards, and quality assurance frameworks.
- Manage a team of two analysts, overseeing task allocation, coaching, performance objectives, and delivery oversight.
- Work closely with Client Account Managers to support new client onboarding and ensure seamless reporting setup.
- Prepare and present monthly and quarterly reporting metrics and efficiency dashboards to senior management, highlighting trends, risks, and future roadmap.
Content Analyst
Thomson Reuters
08.2012 - 06.2016
- Interacting with clients in day-to-day business, fixing the problems and resolving the issues within the stipulated time.
- Support Preparation of various financial statements (P&L, BS and Free Cash Flow) and Investment report.
- In depth analysis of Income statement, Balance sheet, Cash flow statement and Footnotes to provide analytics data.
- FP&A. Budgeting and forecasting for internal projects.
- Worked with US and IFRS GAAP, understanding and interpreting Financials according to the GAAP.
- Trend Analysis on current financial data with previous financial Data.
- Respond to the ad hoc requests by clients.
- Providing analytics data of the segments like Business, Geographical Segment of various companies to clients.
- Good Analytical and Decision-making skills.
Intern
Aditya Birla
Harihar
- Worked as an intern in Aditya Birla Group.
- Completed a project report on working capital management of the Aditya Birla Group.
Education
MBA - Finance
BNMIT
B. COM -
Chetana College
Skills
- Microsoft Office Suite
- Advanced Excel
- PowerPoint presentations
- SQL fundamentals
- Accounting principles
- Analytical project skills
- MiFID II reporting
- UK UCITS compliance
- Project management
- Regulatory reporting
Disclaimer
I, Subramanya J A, hereby declare that the information contained herein is true and correct to the best of my knowledge and belief., 11/18/22
Internship
- Aditya Birla, Harihar, Karnataka, Worked as an intern in Aditya Birla Group. Completed a project report on working capital management of the Aditya Birla Group.
- Tanishq, For Marketing and sales exposure.
Timeline
Associate
JP Morgan & Chase
07.2017 - Current
Content Analyst
Thomson Reuters
08.2012 - 06.2016
Intern
Aditya Birla
MBA - Finance
BNMIT
B. COM -
Chetana College