YASH MATHUR
Mumbai
Summary
Committed and motivated professional with over four years of work experience in investment banking, having strong data and financial analytical skills. Team player with a strong and ethical working style in a high-pressure environment to deliver effectively and efficiently. An individual who understands the integration and of collaboration of human relations to deliver quality outputs.
Overview
7
7
years of professional experience
Work History
Associate - Wealth Management Risk
Morgan Stanley
Mumbai
06.2022 - Current
- Adhered to fiduciary responsibilities, FINRA regulations, and Securities and Exchange Commission (SEC) requirements.
- Prepared reports and presentations to communicate investment performance, risks, and recommendations to clients, or stakeholders.
- Utilized in-house research reports and data to run analysis on the client portfolio for continuous monitoring.
- Synced with back-end and middle-office teams for client due diligence.
- Participated in annual RCSA internal audit to ensure efficiency of controls in place.
- Partnered with the research and insights team to introduce new efficiencies in the portfolios.
- Handled MIS and insights reporting to present to senior stakeholders on the performance of the portfolios.
- Worked on developing an efficiency tracker for efficient project handling.
- Integrated RPA solutions using UiPath to automate manual and repetitive tasks to drive out inefficiencies and manual errors.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
Client Data Specialist -II
JP Morgan Chase & Co.
Bangaore
01.2021 - 05.2022
- Developed and maintained financial models to forecast future performance and support strategic planning.
- Analyzed variances between actual and budgeted performance to identify areas for improvement.
- Provided clear analytical advice using multiple sources of data within tight SLAs.
- Presented findings and recommendations to senior leadership, translating complex data into actionable strategies.
- Oversaw data quality and integrity, ensuring accuracy and consistency across financial datasets.
- Ensured compliance with financial regulations and internal policies, while maintaining data integrity and accuracy.
- Contributed to developing KPI dashboard solutions using Tableau for KYC and AML teams for efficient QA management.
- Assisted the Data & Insights team in building the Net New Asset dashboard to effectively manage and monitor the asset inflow.
Intern - Consulting and Valuation
CBRE
Bangalore
04.2019 - 05.2019
- Assisted in running direct comparisons and DCF models for residential mandates.
- Reduced the roll-out time of mandates by 30% by creating a master database using MySQL, used in direct comparison models.
- Assisted in running market rental pricing models for Embassy REIT.
Intern - Consulting and Advisory
CBRE
Bangalore
04.2018 - 05.2018
- Conducted primary and secondary research on the manufacturing industry to understand the growth of SEZs in India.
- Worked on forecasting the growth of industrial corridors in North India and key policies by the center driving the growth in them.
Education
Bachelor of Arts - Economics (Honours)
Christ University
Bangalore08-2020
Skills
- Data analysis
- Dashboard development
- Analytical problem solving
- Regulatory compliance
- Risk assessment
- Tableau
- SQL
- Power BI
- Altryx
- MS office suite
- Portfolio management
- Data visualization
- Investment performance reporting
- Due diligence
- Microsoft Excel
- Report generation
Timeline
Associate - Wealth Management Risk
Morgan Stanley
06.2022 - Current
Client Data Specialist -II
JP Morgan Chase & Co.
01.2021 - 05.2022
Intern - Consulting and Valuation
CBRE
04.2019 - 05.2019
Intern - Consulting and Advisory
CBRE
04.2018 - 05.2018
Bachelor of Arts - Economics (Honours)
Christ University
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