Summary
Overview
Work History
Education
Skills
Websites
Internship
Timeline
Generic

Vaishali Panda

Investment Analyst
Mumbai

Summary

Deadline-focused Investment Specialist highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions.

Overview

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

Work History

Investment Analyst

JP Morgan Chase
Mumbai
11.2021 - Current
  • Worked with Private Bankers in Washington D.C. catering to HNIs and UHNIs for their banking and investing needs. Supported ~3 bankers and ~4 investment advisors in their day-to-day activities.
  • Designed a tool for yield analysis and liquidity management, sourced data from FactSet and Bloomberg and constructed presentations on portfolio rebalancing, customized solutions for effective allocation of their wealth which is in pipeline for Connect enhancement.
  • Created Wallet share analysis for Regional leadership to identify and convert opportunities.
  • Ran Goals Based Analysis taking all te liquidity and investment requirements of the client into account while keeping the risk and return objective as priority.
  • Devised investment proposals, formulated current and target asset allocations, pitched new managed portfolios, laid out sector and industry wide diversification plans and calculated return and volatility aspects.
  • Worked with the investment desk in calculating and reporting performances of client assets and putting together books for meetings.
  • Developed financial projections and forecasts to guide investment decisions. Prospected over ~350 new clients, leveraged tools like Pitch book, Wealth Engine, Radaris, etc. to develop an all- round biography of the client containing information on their personal life, net worth, asset size, likes dislikes, etc thereby increasing their chances of conversion into clients.

Analyst

Deutsche Bank(DBOI)
Bangalore
08.2020
  • Portfolio Compliance Analysis and Regulations: Investigated potential issues and problems in the Investment portfolio and helped the bank to address resulting regulatory, policy or reputational issues
  • Automated the trade surveillance exercise on portfolio pumping and window dressing which decreased the work load of the entire team by 10% and helped to check the performance of the portfolio managers in accordance with the ethics and the laws
  • Identified clear connections between policies and business results to eliminate or reduce confusion and help employees achieve goals

Analyst

State Street Global Advisor
Bangalore
07.2018 - 05.2020
  • Portfolio Strategy team: Analyzed market data to devise strategies for clients based on their requirements
  • Portfolio of multi million valuation gained 1% as a result
  • Automated the quarterly data spooling and updating process which decreased the work load of the entire team by 25%
  • Monitored Product's strategy pitch-book on monthly, quarterly, and yearly basis, for various asset classes
  • Validated the hypotheses using statistical methods
  • Responsible for working on the adhoc requests which has absorbed many important and new clients
  • Analyzed the impact of data issues and drove to resolution, ensuring that corrections are made within the stipulated time, increasing business from the clients
  • Acted as a product specialist in data driven strategy development decisions for new clients and streamlined the process
  • Investment Oversight: Reviewed and analysed trading and market activity for assets class and programs such as equities and information barriers
  • Performed daily review of portfolio transactions and monitor compliance, identifying breaches following up with root cause analysis
  • Identified and automated system checks that helped to reduce 2 man hours per day
  • Analysed the portfolio to see that the holdings and the characteristics are compliant as per the IMA
  • Coding rules on sentinel as per the requirements in investment management agreement
  • Fund Accounting: Worked in Pre NAV and Post NAV activities (expense accruals, trade review, NAV review of the funds etc)
  • Used Multi Currency horizon and Expense Manager to spool out the data required and also updated the new set of data on the following tools
  • Automated everyday Funds total NAV calculation through VBA reducing man hours by 10%.

Education

Masters in Science - Chemistry

Christ University
Bangalore
06.2016 - 05.2018

Bachelor in Science - Chemistry And Statistics

Sophia College (Mumbai University)
Mumbai
06.2013 - 05.2016

Skills

Advanced MS Officeundefined

Internship

Defence Research and Development Organisation (DRDO), 05/2015, 06/2015, Effect of temperature on the ballistic parameters of the propellant, Worked on the Project 'Effect of temperature on the ballistic parameters of the propellant', analyzed it for different propellants based on the application.

Timeline

Investment Analyst

JP Morgan Chase
11.2021 - Current

Analyst

Deutsche Bank(DBOI)
08.2020

Analyst

State Street Global Advisor
07.2018 - 05.2020

Masters in Science - Chemistry

Christ University
06.2016 - 05.2018

Bachelor in Science - Chemistry And Statistics

Sophia College (Mumbai University)
06.2013 - 05.2016

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Vaishali PandaInvestment Analyst