Aditya Kothapalli
Investment Product Specialist with expertise in Investment Analysis, Customer Success
- Role
- Investment Specialist Associate at JPMorganChase
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Aditya Kothapalli
As an Investment Specialist Associate at JPMorgan Chase, I collaborate with various teams to generate client-level executive reporting capabilities for high-value financial products. I also lead standardization initiatives of key performance indicators across different segments, such as mutual funds, and provide detailed insights and recommendations by asset category for profitable investment options. With a PGP in Business Analytics and Business Intelligence from Great Lakes Institute of Management and nine years of experience in asset and wealth management, I have developed strong skills in customer success, research analysis, and attention to detail. I have also achieved multiple honors, such as being the best performer of the month twice in 2019 and the head of the IT and Operations club at IBS Business School, Mumbai. My goal is to leverage my expertise and passion for data-driven decision making to deliver value and satisfaction to the clients and the organization.
Experience
Investment Specialist Associate
Sep 2022 — Present · Mumbai, IN
Education
IBS Business School, Mumbai
PGPM
2012 — 2014
Great Lakes Institute of Management
PGP
2019 — 2020
Nalanda Vidya Niketan
SSC or 10th
2004 — 2005
ICFAI Business School (IBS Mumbai)
Master of Business Administration - MBA
2012 — 2014
St. Vincent Pallotti College of Engg. and Tech
Bachelor of Engineering (BE)
2008 — 2012
Nalanda Jr. College
12th or HSC
2005 — 2007
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.