Bengaluru, Karnataka, India
Finance professional with 6+ years of experience across asset & wealth management, investment advisory, and financial strategy. At J.P. Morgan, I have applied AI-driven analytics, generative AI (prompt engineering), and Python automation to streamline reporting, accelerate research, and enhance client engagement. I thrive at the intersection of finance and technology — spearheading automation projects, collaborating with cross-functional teams, and applying AI-powered insights to influence strategic decisions. My career vision is to transition into strategic management roles where I can own projects, shape decisions, and deliver impactful outcomes for clients and organizations.
• Spearheaded automation of recurring reporting with Python and AI workflows, reducing turnaround time by ~40% and accelerating decision-making. • Leveraged generative AI and prompt engineering to enhance investment research and deliver faster insights to senior stakeholders. • Developed AI-powered presentations and reports that directly influenced client portfolio strategies. • Partnered with cross-functional teams to optimize product positioning and support business development. • Strengthened governance by ensuring compliance with KYC/KYD/AML regulations.
• Advised high-net-worth clients on equity investments, portfolio diversification, and risk management. • Designed tailored financial plans aligning client goals with market opportunities. • Delivered research-backed equity insights that improved client decision-making and portfolio returns.
• Owned and managed long-term wealth portfolios for HNI clients, driving sustained growth. • Collaborated with investment specialists to deliver customized strategies and improve portfolio performance. • Monitored macroeconomic trends and market shifts, identifying opportunities to mitigate risks and capture alpha. • Built strong client relationships by delivering consistent value and transparent communication.
• Supported financial processes and client query resolution while maintaining service quality. • Coordinated with internal teams to improve process workflows and efficiency.