Aakash Desai

About Aakash Desai

MBA Finance and B.com in accounting and finance professional with more than 3 years of experience into Investment Banking, Middle Office, Back Office Trade Operations, OTC Trades, Pre Matching, Trade Support, Trade Reporting, Trade Reconciliation Presently working as Team Leader - Middle Office Trade Support at JP Morgan Chase. Responsible for Trade Reporting for bonds trades across EMEA and North America Regions. Working on Trade Reconciliation for various financial products like Equity,Fixed Income,Bonds,Derivatives. At Morgan Stanley was a part of Securities Lending and Borrowing team where I played a key role in transition of Lender Service Group stock loan returns process from UK to India and helped in migrating this process from Mumbai to Bangalore by training colleagues In stock loan process I helped team in reducing daily failing of trades which carry high dollar value to it. After working for almost 2 years. I joined Reference Data team in which I got chance to work on different projects which ultimately helped team in clearing exceptions. Got promoted from Analyst level to Associate level in Jan 2023. Also, I have done certification in investment banking operations from Imarticus learning Carry extensive Financial Knowledge of Financial Products, Research Analysis, Ratio Analysis, Trend Analysis, Business Analysis, Investment Banking, FX Trade, Derivatives, Forward, Futures, Swaps, Options, OTC, Reference Data Management, Corporate Actions, Asset Management, Reconciliation, Middle Office, Collateral Management, Trade Life Cycle, Risk Management, KYC, Fixed Income Securities, Fund Accounting, MIS Reporting, Hedge Funds, NAV, Capital Market, Equity Shares, Preference Shares, Securites Lending and Borrowing, Financial Markets, Trade Operations, Trade Support and Bonds, Pre matching, IRS, CDS, Trade Settlements, Financial Services, IPO Also I am an Certified Investment Banking Operations Professional from Imarticus Learning Email : a••••••••@gmail.com Contact :+91••••••••97 /+91••••••••52

Experience

1. Team Lead

   JPMorganChase

   Oct 2023 — Present

Education

• DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI

  Master of Business Administration - MBA, Finance, General

  2017 — 2019

• Imarticus Learning

  Certified Investment Banking Operations Professional, Finance and Financial Management Services

  2020

• Thakur College of Science & Commerce

  Bachelor's degree, Accounting and Finance, A

  2013 — 2016