Pawan Suthar
Team Leader at J.P. Morgan
- Role
- Business Analyst Team Lead at 摩根大通
- Location
- Hyderabad, IN
- LinkedIn followers
- 500 followers
About Pawan Suthar
As a Industrial Trainee, I have experience of Compliance Reporting of Holding funds…
Experience
Business Analyst Team Lead
Dec 2019 — Present · Hyderabad, IN
Interpret the guidelines, create and validate the compliance matrix of mutual funds, pension funds and composites which adheres to UCITS regulatory guidelines and investment guidelines.• Setting-up funds, tests, rules, SLAs and calendars for client specific to get processed on JPM Market portal.• Performing research and analysis on potential violations (PV) of asset allocation, concentration, credit quality, leverage restriction, region exposure and other risk attribute level to provide commentary and reporting to clients with appropriate course of actions.• Leading and handling client service calls (weekly/monthly), discussing on-going issues & resolutions.• Reviewing/preparing L1 and preparing L2 & L3 rule coding on internal system.• Performing manual checks on daily/monthly/quarterly basis for client specific & regulatory report.• Manually checking for shareholder disclosures.• Worked as Risk Champion for Risk & Control and also actively participating in volunteering activities. • Actively participating in team meetings to share knowledge, exchange ideas, address challenge with potential solutions across locations.
Education
Maharaja Ganga Singh University, Bikaner
Bachelor of Commerce - BCom, commerce
2012 — 2014
The Institute of Chartered Accountants of India
CA-Final, International Business/Trade/Commerce
2012 — 2017
OM GAYATRI VPO-Raner 465RD
12th, Business/Commerce, General
2010 — 2011
Skills
- Auditing,Taxation,Accounting
- Powerpoint
- Customer Service
- Microsoft Word
- Leadership
- Research
- Philanthropy
- Philosophy of Mind
- Human Computer Interaction
- Mindfulness Meditation
- Public Speaking
- Project Management
- Microsoft Office
- Social Media
- Microsoft Excel
- Management
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