Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Timeline
Generic

Vaishali Panda

Mumbai,MH

Summary

Enthusiastic investment analyst highly effective at working with HNI and UHNI clients across global multi asset classes and banking products . Knowledgeable on wide range of investment options and strategies to maximise financial security.

Overview

6
6
years of professional experience

Work History

Investment Analyst

JP Morgan Chase
11.2022 - 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 by offering support on Investment strategy and solutions.
  • Led an Analytical Project for yield analysis and liquidity management, and made a dashboard to track the investment in alternative asset class across the market.
  • Devised investment proposals and helped in Portfolio Management by formulating current and target asset allocations, pitching new managed portfolios, laying out sector and industry wide diversification plans and calculating return and volatility aspects.
  • Worked with the investment desk in calculating and reporting performances of client assets and putting together books for meetings.
  • Developed tools and methodologies using Python to perform fund research on both quantitative and qualitative parameters
  • Prospected over ~350 new clients, leveraged tools like Pitch book, Wealth Engine, Radaris, etc.
  • Created Wallet share analysis for Regional leadership to identify and convert opportunities.


Trade Surveillance Analyst

Deutsche Bank, DBOI
08.2020 - 04.2021
  • 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.

Portfolio Analyst

State Street Global Advisors
06.2018 - 05.2020
  • Analyzed market data to devise Quantitative 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.
  • Analyzed the impact of data issues and drove to resolution, ensuring that corrections are made within the stipulated time, increasing business from the clients.

Education

Master of Science - Chemistry

Christ University
Bengaluru, India
05.2018

Bachelor of Science - Chemistry And Statistics

Mumbai University
Mumbai
06.2016

Skills

  • Technical Skills: Python, VBA,SQL, Bloomberg
  • MS Excel expert (formulas, macros, VBA)
  • Comparative Analysis
  • Capital market trends

Accomplishments

  • Instrumental in prospecting a new client and making an investment proposal, which led us to $1.2 billion win last month.
  • Introduced brokerage overlap analysis tool which was helpful in converting a few brokerage accounts into managed accounts with tax smart strategies, this tool is currently used across the USPB markets.

Additional Information

  • Certification: Investment Foundations Certificate from CFA Institute
  • CFA YWIP Program: Part of the pilot batch of CFA's Young Women Investment Program, where they selected 50 women across India for internships and training in major asset management firms


Timeline

Investment Analyst

JP Morgan Chase
11.2022 - Current

Trade Surveillance Analyst

Deutsche Bank, DBOI
08.2020 - 04.2021

Portfolio Analyst

State Street Global Advisors
06.2018 - 05.2020

Master of Science - Chemistry

Christ University

Bachelor of Science - Chemistry And Statistics

Mumbai University

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Vaishali Panda