Anish Charate

About Anish Charate

With an MBA in International Finance and fluency in Portuguese, I am a Wealth Management Specialist at J.P. Morgan Private Bank, serving high-net-worth clients in the Brazil market. I provide exceptional service and customized investment strategies to manage wealth accounts, enhance client communication, and optimize financial performance and satisfaction.Previously, I was a Senior Financial Analyst at Morgan Stanley, where I gained extensive experience in investor and client relations, portfolio management, and compliance for hedge funds and private equity. I was also part of the founding team of a new unit specializing in Redemption and Liquidity Management. I am passionate about learning new skills and adapting to changing environments, as evidenced by my multiple certifications. I seek a career that offers me meaningful assignments, accomplished colleagues, and opportunities to grow and contribute.

Experience

1. Front Office Team Lead

   J.P. Morgan Private Bank

   Jun 2023 — Present · IN

   I\'m a Wealth Management Specialist at JP Morgan Private Bank, focused on the Brazil market. Utilizing my language skills, I enhance client communication and service, manage wealth accounts, and create customized investment strategies to maximize financial performance and client satisfaction.

Education

• Kristu Jayanti University

  MBA International Finance , International Finance

• St Xaviers higher secondary - Goa

  Commerce, Accounting

• St. xaviers college Goa

  Bachelor of Commerce - BCom, Accounting and Finance