Umang Chandan
Mumbai
Summary
Operational analyst with extensive experience at J.P. Morgan Services, specializing in data integrity and cross-functional collaboration. Proficient in data analysis to optimize pricing strategies and strengthen client relationships. Acknowledged for exceptional documentation management and proactive problem-solving, ensuring compliance and operational excellence in high-pressure settings.
Overview
8
8
years of professional experience
Work History
Reference data operational analyst
J P Morgan Services India Pvt.Ltd.
Mumbai
05.2024 - 08.2025
- Set up and maintained client and legal entity reference data aligned with regulations.
- Performed validations to ensure accuracy of attributes like ISIN, CUSIP, and maturity.
- Created and maintained records for financial instruments in security master.
- Managed pricing sources for instruments, ensuring accurate NAVs and daily market prices.
- Monitored vendor feeds and internal systems for data updates or corrections.
- Conducted data integrity checks and reconciliations across multiple systems.
- Collaborated with portfolio managers, traders, and technology teams to fulfill data needs.
- Maintained documentation, ensuring compliance with internal policies and external regulations.
Tax custodian
J P Morgan Services India Pvt.Ltd.
Mumbai
05.2023 - 11.2023
- Ensured compliance with tax laws and internal policies through thorough review of financial data.
- Maintained accurate tax-related records and documentation to support audits and reporting.
- Reviewed financial and tax data to identify and resolve discrepancies proactively.
- Coordinated with internal teams to collect and verify necessary tax information.
- Assisted in preparing and organizing data for tax filings, ensuring timely submission.
- Supported efficient processing of tax-related activities and reporting.
Pricing Analyst
J P Morgan Services India Pvt.Ltd.
Mumbai
01.2022 - 10.2022
- Analyzed market data using Bloomberg, ICE, Reuters, to identify pricing opportunities and forecast demand.
- Leveraged data analytics and market research to inform strategic pricing decisions and enhance profitability.
- Managed to support dynamic pricing strategies and optimize margins.
- Conducted benchmarking studies to assess competitive positioning and refine pricing initiatives.
- Coordinated with cross-functional teams to align pricing initiatives with business objectives( NAV TEAM , FA TEAM , ETC)
- Assessed risks in pricing strategies, implementing data-backed recommendations for improved customer value.
- Utilized Excel and analytical tools to extract insights for effective pricing model development.
Customer Relationship Executive
B.S CLEARING
Mumbai
04.2017 - 12.2019
- Boosted customer satisfaction through proactive communication and commitment to service excellence.
- Functioned as primary client contact by updating clients on daily shipments and addressing service issues to support strong client relationships.
- Coordinate with internal operations, customs, and freight carriers to ensure timely cargo clearance and delivery.
- Prepare and validate shipping documents including Bill of Lading, commercial invoices, and customs declarations.
- Maintain accurate client records and shipment logs; track cargo movement using shipping portals.
- Ensure compliance with import/export regulations and support billing and invoicing processes.
Education
Bachelor of Commerce - BCom - Commerce
K J Somaiya College of Arts & Commerce
Mumbai01-2019
International Air Transport Association (IATA) - Aviation/Airway Management And Operations
CITY & GUILDS
LONDON AFFILEATED01-2019
Diploma - International tourism, Aviation/Airway Management and Operations
CITY AND GUILDS
LONDON AFFELIATED 01-2019
Skills
- Data analysis
- Performance analysis
- Variance analysis
- Documentation control
- Bloomberg navigation
- Client management
- Cross-functional collaboration
- Problem solving
- Attention to detail
Personal Information
- Date of Birth: 02/12/1998
- Nationality: INDIAN
Timeline
Reference data operational analyst
J P Morgan Services India Pvt.Ltd.
05.2024 - 08.2025
Tax custodian
J P Morgan Services India Pvt.Ltd.
05.2023 - 11.2023
Pricing Analyst
J P Morgan Services India Pvt.Ltd.
01.2022 - 10.2022
Customer Relationship Executive
B.S CLEARING
04.2017 - 12.2019
Bachelor of Commerce - BCom - Commerce
K J Somaiya College of Arts & Commerce
International Air Transport Association (IATA) - Aviation/Airway Management And Operations
CITY & GUILDS
Diploma - International tourism, Aviation/Airway Management and Operations
CITY AND GUILDS