Ashish Rawat

About Ashish Rawat

I\'m a CFA® Charterholder and ISB alumnus who lives at the intersection of capital markets, investment banking operations, and financial analysis. Earning the CFA charter with a global Level pass rate of just 49% wasn\'t just an exam. It was proof of the analytical discipline and depth I bring to every problem I work on. At J.P. Morgan\'s Investment Banking Division, I manage end-to-end trade lifecycle operations across equities, fixed income, and derivatives. I run trade reconciliation, deliver explained P&L attribution to trading and finance teams, and work closely with risk and control functions to sharpen reporting accuracy and operational frameworks. Being inside the IB division has given me rare, ground-level exposure to how deal economics really work from trade capture and execution all the way through settlement, reconciliation, and control. My financial modelling skills go beyond the operational side I work with DCF, LBO, and comparable company analysis frameworks, applied in real world projects like building a full credit card P&L model and go-to-market strategy at Aditya Birla Capital. I also mentor CFA aspirants and finance students on TopMate, helping them cut through the noise on capital markets concepts, exam strategy, and career decisions because great finance talent often just needs the right guidance. Looking ahead, I\'m building toward roles in investment banking, asset management, or capital markets strategy where institutional operations experience, financial modelling, and deal-level thinking come together. If you\'re a banker, investor, portfolio manager, or finance professional, I\'d love to connect and exchange ideas. Reach out here on LinkedIn or find me on TopMate.

Experience

1. Middle Office Analyst - Investment Banking Division

   JPMorganChase

   Jan 2025 — Present · Bengaluru, IN

   Manage end-to-end trade lifecycle across equities, fixed income, and derivatives within J.P. Morgan\'s Investment Banking Division reconciling daily P&L across multi-million dollar trading books for front office trading and finance teams. Identify, investigate, and resolve trade breaks within defined SLA windows, reducing open reconciliation items through direct partnership with front office trading desks and settlements teams. Deliver P&L attribution and explained variance reports to senior stakeholders, supporting trading strategy decisions and strengthening risk controls across the investment banking division. Collaborate with risk, compliance, and control functions to improve operational frameworks, enhance reporting accuracy, and ensure audit-readiness across multi-asset class portfolios. Gained deep institutional-level exposure to how IB deal economics operate across the full trade lifecycle from trade capture and execution through settlement, reconciliation, and control.

Education

• Hemwati Nandan Bahuguna Garhwal University

  Bachelor of Commerce (B.Com) — First Division, Accounting and Finance

  2018 — 2021

• Rashtriya Indian Military College (RIMC), Dehradun

  Military Preparatory Education - Residential Programme, Leadership · Military Science · Strategic Thinking · Discipline

• Indian School of Business

  Executive Certificate Programme, Digital Business Transformation · FinTech · AI in Financial Services

• Graphic Era Deemed to be University

  Master of Business Administration, Finance · Capital Markets · Business Analytics · Investment Analysis