Summary
Overview
Work History
Education
Skills
Leadership And Awards
Press
Research
Awards
Languages
Timeline
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Nikhil Jarunde

Nikhil Jarunde

NYC,USA

Summary

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Overview

14
14
years of professional experience

Work History

Project Manager

Morgan Stanley
01.2025 - Current
  • Led cross-functional Fintech initiatives by optimizing trade data reporting and compliance processes, improving reporting accuracy by 30% and ensuring seamless alignment with SEC’s Consolidated Audit Trail (CAT) requirements.
  • Designed and implemented automated reporting solutions that reduced trade reconciliation errors by 40%, leveraging expertise in derivatives trading, FIX protocols, and regulatory frameworks to enhance data integrity across global trading desks.
  • Mentored and trained junior analysts, fostering expertise in regulatory technology (RegTech), financial data analytics, and derivatives compliance, increasing team productivity and knowledge retention.
  • Spearheaded process enhancements in derivatives trade monitoring, integrating advanced analytics to identify anomalies in options and futures trading, leading to a 25% increase in regulatory reporting efficiency.
  • Presented actionable insights to senior leadership on Fintech advancements in regulatory reporting, influencing Morgan Stanley’s strategic investments in AI-driven trade monitoring solutions.

Finance Project Manager

Depository Trust and Clearing Corporation (DTCC)
07.2023 - 12.2024
  • Led a cross-functional team of 20+ members to successfully manage portfolio of projects worth $50M, ensuring all projects were delivered on time and within budget, leading to 15% increase in overall company revenue.
  • Implemented Agile methodologies across the organization, resulting in a 40% improvement in project delivery efficiency and a 20% reduction in project costs within the first year.
  • Streamlined project workflows by introducing a new project management tool, reducing project tracking time by 50% and increasing team productivity by 35%.
  • Conducted risk assessments and mitigation strategies that reduced project risks by 45%, ensuring the successful completion of projects with a 98% client satisfaction rate.

Senior Financial Analyst

Amazon
08.2022 - 04.2023
  • Facilitated weekly and monthly financial reviews with clients and business partners, presenting recommendations on vendor terms improvement, operational costs reduction, strategic decisions and planned future initiatives for Amazon Transportation Services (ATS).
  • Utilized MySQL ETL to perform data extraction, manipulation and procession and load the data into database with Python Pandas.
  • Developed Tableau visualizations and dashboards with multiple panels and parameters for analyzing Month End Close (MEC) reports, automating the MEC process for future months including by other finance teams at Amazon.

M&A Strategy Lead Intern

DRB Systems LLC
06.2021 - 09.2021
  • Drove 2 M&A deals worth $25 million to LOI (Letter of Intent) stage by building a strategic list of acquisition targets in US automotive software industry, running outreach to business owners, and leading the diligence across multiple financial factors.
  • Formulated a revenue model for company’s products and services to forecast growth and revenues for the next 10 years.

Senior Market Associate

OSTC GROUP PRIVATE LIMITED
06.2019 - 06.2020
  • Successfully led US agriculture and soft-commodity divisions, achieving the target ROI of 25% in 10 months in FY’20.
  • Collaborated with programmers to design algorithmic trading tools by leveraging technologies such as AI, advanced data analytics, machine learning and NLP; back-tested 3 tools to achieve benchmark 70% profit ratio in April-June quarter of 2020.
  • Presented findings, investment strategies and recommendations to VP level clients, partners and investors after a thorough financial due diligence, facilitating implementation of these strategies across the firm.
  • Applied mathematical and statistical methods (Generalized Linear Models, Value-at-Risk) to assess financial market risk in FX, Exchange Traded Futures which helped in predicting the instrument price and managing the risk.

Team Leader

UNICORP INFO SOLUTIONS PRIVATE LIMITED
07.2015 - 05.2019
  • Recruited, trained and led a team of 9 analysts who achieved highest percentage increase in net profits for 2 years (2018 and 2019).
  • Built solid client/investor relationships, growing total company market exposure from $600k to $3.6M in 3.5 years.
  • Formulated a financial model by examining Canola Oil futures (time series) tick data based on correlation and fundamental similarities with Rapeseed, Soybean oil and Brent crude oil futures, capturing a 5% market share.
  • Incorporated technologies including data analytics and risk management tools to successfully manage $500k client investments.

Associate - Commodity Markets

FUTURES FIRST INFO SERVICES PRIVATE LIMITED
06.2011 - 06.2015
  • Designed strategies for trading global markets including CBOT Grains futures using quantitative methods and sentiment analysis; strong performance and achievement of targets resulted in early promotion from Analyst to Associate.
  • Designed strategies for trading CBOT Grains futures using hedging, options pricing methods, and sentiment analysis, technical indicators and data analytics tools such as AI, Machine learning, NLP, Stellar charts, MS Excel and VBA.
  • Achieved highest annual net profits in trading cohort, winning Top Trader award for 2 consecutive years (2013 and 2014).

Education

Master of Business Administration - Finance

Boston University, Questrom School of Business
Boston, MA
05.2022

BE - Electrical & Electronics

Birla Institute of Technology, Mesra
06.2011

Skills

  • Python
  • Client relations
  • Advanced problem solving
  • Budgeting and forecasting
  • Tableau
  • Power BI
  • SQL
  • MS Office Suite
  • Project management
  • Forecasting
  • Business analysis
  • Mergers and acquisitions
  • Feasibility analysis
  • Data analysis

Leadership And Awards

  • VP of Finance – Questrom Graduate Council (Boston University), 05/22, Successfully managed budgets for all clubs, events and programs, closing FY’22 council budget with a $7,500 surplus.
  • Kellogg-Morgan Stanley Sustainability Investment Challenge, 04/22, Represented Boston University as one of the final 4 teams out of 77 teams involving 251 graduate schools from 35 countries.
  • Battle of the Boutiques – Boston University Annual Case Competition, 09/20, Won 1st Place for a client merger proposal outlining 5-year acquisition & exit plan based on M&A strategies & revenue projections.
  • Titan Awards, 12/24, Awarded for Finance Executive of the Year 2024.
  • 2024 Global Recognition Award, 06/24, Awarded for exceptional contributions and accomplishments in the financial services industry.
  • Fund Awards, 08/24, Awarded for Most Impactful PE Value Creation Finance Professional 2024.
  • International Science Technology Research Awards, 10/24, Awarded ‘International Iconic Researcher’ at International Science, Technology & Research Awards (ISTRA 2024).
  • ISSN Awards, 07/24, Awarded ‘International Outstanding Researcher’ for research of 'Finance: Fintech (Using AI, Machine Learning to drive financial decision-making).

Press

  • Finance futurist: The mastermind behind next-gen trading algorithms, 07/24, https://www.dnaindia.com/business/report-finance-futurist-the-mastermind-behind-next-gen-trading-algorithms-3097146
  • Breaking Ground in Finance: Advanced Solutions for Investment, Risk Management, and Forecasting, 10/23, https://techbullion.com/breaking-ground-in-finance-advanced-solutions-for-investment-risk-management-and-forecasting/
  • Effective Strategies for Diversified Investment Portfolios: Balancing Risk and Maximizing Returns, 06/22, https://tfipost.com/2022/06/effective-strategies-for-diversified-investment-portfolios-balancing-risk-and-maximizing-returns/
  • Can Advanced Trading Algorithms Redefine Financial Strategy?, 02/24, https://www.msn.com/en-us/news/other/can-advanced-trading-algorithms-redefine-financial-strategy/ar-BB1q5UFS
  • Innovation In Business Strategy: Driving Growth With AI, Machine Learning, & NLP, 07/24, https://www.freepressjournal.in/amp/business/innovation-in-business-strategy-driving-growth-with-ai-machine-learning-nlp
  • Z24 - Nikhil Jarunde, 08/24, https://www.z24news.com/2024/08/09/nikhil-jarunde/

Research

Authored 24 papers published in reputable journals and presented at multiple conferences, showcasing expertise in capital markets, fintech, advanced data analytics, AI, and ML applications in finance., https://www.researchgate.net/profile/Nikhil-Jarunde

Awards

Titan Awards        Dec 2024

· Awarded for Finance Executive of the Year 2024.

2024 Global Recognition Award     June 2024

· Awarded for exceptional contributions and accomplishments in the financial services industry.

Fund Awards       August 2024

· Awarded for Most Impactful PE Value Creation Finance Professional 2024.

International Science Technology Research Awards     October 2024

· Awarded ‘International Iconic Researcher’ at International Science, Technology & Research Awards (ISTRA 2024).

ISSN Awards          July 2024

· Awarded ‘International Outstanding Researcher’ for research of "Finance: Fintech (Using AI, Machine Learning to drive financial decision-making)

Languages

English
Full Professional
Hindi
Native or Bilingual
Marathi
Native or Bilingual

Timeline

Project Manager

Morgan Stanley
01.2025 - Current

Finance Project Manager

Depository Trust and Clearing Corporation (DTCC)
07.2023 - 12.2024

Senior Financial Analyst

Amazon
08.2022 - 04.2023

M&A Strategy Lead Intern

DRB Systems LLC
06.2021 - 09.2021

Senior Market Associate

OSTC GROUP PRIVATE LIMITED
06.2019 - 06.2020

Team Leader

UNICORP INFO SOLUTIONS PRIVATE LIMITED
07.2015 - 05.2019

Associate - Commodity Markets

FUTURES FIRST INFO SERVICES PRIVATE LIMITED
06.2011 - 06.2015

BE - Electrical & Electronics

Birla Institute of Technology, Mesra

Master of Business Administration - Finance

Boston University, Questrom School of Business

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