Aniket Nag
Associate - Private Banking at J.P. Morgan
- Role
- Associate at J.P. Morgan
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
Experience
Associate
Jan 2023 — Present · Bengaluru, IN
Creating financial proposals & pitchbooks for private banking clients for deepening relationships.• Analyzing portfolio reviews and creating recommendations for bankers for meetings.• Goal based analysis of existing portfolios and presenting alternate scenarios with customized financial products.• Exploring opportunities in client portfolios for alternate financial products – Private Equity, Hedge funds, REITS, structured products, global equities etc.• Analyzing existing leveraged positions in portfolios and creating lending proposals with products - mortgages, custom loans, secured and unsecured lending & specialty financing according to requirements.• Liquidity analysis- identifying cash in low yield products and moving them to better cash management products.• Wallet share analysis - identifying client with smaller percentage of the wallet share with the bank and deepening these relationships.• Fixed Income yield analysis, portfolio stress testing, loss harvesting & tax management.• End to end implementation of the proposals from post meeting reports to account opening and wire transfers.• Prospecting in local philanthropic organizations, new businesses, private equity, hedge funds etc.
Education
Welham Boys School
ICSE, Science
1996 — 2008
SRM IST Chennai
Bachelor's Degree, Telecommunications Engineering
2008 — 2012
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
PGDM, Finance
2015 — 2017
Skills
- Leadership
- R
- Microsoft Powerpoint
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Business Strategy
- Six Sigma
- C++
- Business Analysis
- Sql
- Teamwork
- Team Management
- Java
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