Bharatendra Jadeja
Executive Director - India Head - Portfolio Management Group And Wealth Management Platform Transformation Product Teams @ JPMorgan Chase & Co | Financial Risk Manager
- Role
- Executive Director - India Lead - Portfolio Management Group & Platform Transformation Product Teams at JPMorganChase
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Bharatendra Jadeja
At the helm of JPMorgan\'s Portfolio Management Group,Wealth Management Solutions in India, my focus lies on optimizing High Net-Worth (HNW) client portfolio performance and championing robust risk analysis. This dedication has been instrumental in expanding our team to 45 professionals and eliminating nearly all errors affecting the firm\'s profit and loss, reflecting a steadfast commitment to precision and excellence. Our team\'s transformation has been powered by process reengineering, leveraging tools like Python, Alteryx, and VBA along with designing and implementing comprihensive AI / ML solutions to unlock over hours of efficiencies. These innovations underscore my core competencies in financial risk management and analytical acumen, ensuring that our high-stakes decisions are grounded in data-driven strategies.
Experience
Executive Director - India Lead - Portfolio Management Group & Platform Transformation Product Teams
Jan 2026 — Present · IN
Education
Rajkumar College
SSC, Schooling
1987 — 1996
Bhavan's College Mumbai
HSC, Business/Commerce, General
1996 — 1998
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
MBA, Finance
Global Association Of Risk Professionals (GARP)
Financial Risk Manager (FRM), Risk Management
2011 — 2012
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA, Finance
University of Mumbai
Bachelor of Commerce (B.Com.), Accounts & Economics
1998 — 2001
Skills
- Analytics
- Credit Risk
- Investment Banking
- Banking
- Financial Risk Management
- Private Equity
- Relationship Management
- Market Risk
- Forecasting
- Research
- Finance
- Financial Analysis
- Credit
- Financial Modeling
- Valuation
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