Mitali Vadia
Seattle,WA
Summary
Finance Professional.|Investment Banking.|5+ years driving results.|Open for Seattle roles also available for US remote work.| US Work-Authorized, No Sponsorship Needed.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Business specialist
J.P. Morgan Chase
Banglore, IN
01.2022 - 12.2022
- Worked with the Fixed Income middle office.
- Monitored the fixed instruments worth $72 billion.
- Preparation of various reports: credit index report, credit spread report.
- Presentation of portfolio performance to top management using Alteryx and Power BI.
- Highlight the risk to portfolio managers.
- Train analysts.
- Removed dependency on market value report.
- Process Improvement - Identified Terminated and Duplicate Accounts.
- Received 12 recognition awards from top management, the manager, and all the stakeholders.
- Managed vendor relationships effectively through regular communication updates and performance evaluations, ensuring high-quality products and services were provided at competitive prices.
Assistant Manager
HSBC
Banglore, IN
03.2018 - 12.2021
- Worked with Derivatives portfolio management
- Reconcile the trades between HSBC and counter parties
- Investigate and resolve the breaks
- Set performance standards, monitor and provide regular feedback
- Managed the team of 5 analysts
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Rising star award 2019
- Quarter top performer 2018-21
Education
МВА - Finance
Bangalore University
Bangalore01.2017
BBM -
Bangalore University
Bangalore01.2012
Class XII -
K.L.E Society's S.Nijalingappa PU College
01.2012
CFA Foundation - Finance And Investment
Skills
- Power BI and Bloomberg
- Trade operations
- Investment banking
- Financial products
- Microsoft Office Suite
- Team leadership
- Rapid learner
- Data reporting
- Risk assessment
Certification
- CFA Foundation, Completed with 97%, CFA ID-9126443
- Wealth Management, Secured A+, IIMA + NSDC
Internship
Goldman Sachs, Worked for 4 months with trade operations, Preparation of Daily transaction report, COAC - Reconcile corporate action discrepancies
Canara Bank, An optimal portfolio construction using Sharpe's single index model for S&P BSE 100 scrips
Languages
- English, Bilingual or Proficient (C2)
- Hindi, Bilingual or Proficient (C2)
- French, Elementary (A2)
Timeline
Business specialist
J.P. Morgan Chase
01.2022 - 12.2022
Assistant Manager
HSBC
03.2018 - 12.2021
МВА - Finance
Bangalore University
BBM -
Bangalore University
Class XII -
K.L.E Society's S.Nijalingappa PU College
CFA Foundation - Finance And Investment
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