Swati
New Delhi
Summary
Analyst with experience at J.P. Morgan, specializing in liquidity operations and stakeholder engagement. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Intern
Gokhale Institute of Politics and Economics (G.I.P.E)
Pune
06.2025 - 07.2025
- Cleaning and storage of data according to established protocols.
- Assisted in quantitative data analysis by preparing datasets and conducting statistical tests to inform project outcomes and project findings.
- Analyze qualitative data using thematic techniques.
Analyst
J P Morgan
Mumbai
07.2021 - 05.2023
- Supported Treasury operations leads in the execution of BAU activities ensuring timely processing across all functions.
- Manage end-to-end funding activities across multiple currency corridors including initiating, monitoring and confirming fund transfers.
- Monitor intra-day liquidity positions and escalate potential shortfalls or anomalies to relevant leads promptly.
- Coordinated discussions with global stakeholders, custodians and parties to resolve settlement queries and discrepancies efficiently.
- Assisted in month-end and period-end reporting processes, ensuring data integrity and consistency across systems.
- Contribute to identification and implementation of process improvements that enhance operational efficiency and reduce risk.
- Support the documentation and maintenance of operational procedures, runbooks and control frameworks.
Intern
Finance Lookup Advisors
09.2019 - 10.2019
- Research and preparation of videos/ images/ infographics.
- Market research and preparation of presentations.
Education
M.Sc. - Economics (Development Studies)
Symbiosis International University
Pune08-2026
B.B.A - Finance
NMIMS Deemed University
Mumbai08-2021
Class XII -
CBSE Board, St. Thomas’s School
New Delhi01-2018
Skills
- Financial Operations, Treasury Operations support and Fund Reference Data management
- Process Improvement and Controls
- Data Analysis and Reporting
- Stakeholder Engagement
- Data Classification, Visualization and Analysis using Stata and MS Office
- Basic knowledge of Alteryx, SAS and E-miner
- Basic knowledge and hands on experience with Python and Power BI
Projects
- Preparation of a financial model of MPhasis Ltd.
- Applications of Operations Research in Environmental Management – published in IJARIIT journal
- Project: Portfolio Selection and Investment Management of a new Mutual Fund Scheme
- Impact Assessment: NGO’s rural interventions in villages through primary data collection and analysis.
- Case Study Report: A Qualitative Fieldwork conducted with three Non-Governmental Organisations in Education Development Space in Pune.
Certification
- Chartered Financial Analyst (C.F.A) – Level 1 qualified
Languages
Hindi - native, English - proficient
Extra-Curricular Activities & Achievements
- Part of Rapporteur team for official conference of ‘Indian Society of Labour Economics (ISLE) 2026’ held at Symbiosis Lavale, Pune.
- Part of Rapporteur team for official conference of ‘G-20 and Future Perspectives’ held at Symbiosis Vishwabhawan, Pune.
- Dean’s list student: NMIMS BBA batch’21.
Timeline
Intern
Gokhale Institute of Politics and Economics (G.I.P.E)
06.2025 - 07.2025
Analyst
J P Morgan
07.2021 - 05.2023
Intern
Finance Lookup Advisors
09.2019 - 10.2019
M.Sc. - Economics (Development Studies)
Symbiosis International University
B.B.A - Finance
NMIMS Deemed University
Class XII -
CBSE Board, St. Thomas’s School