Jay Shah
Finance Professional | Corporate Actions & Fund Accounting | NAV delivery | Cash & Stock Reconciliation | Global Asset Servicing | 4+ years @ JP Morgan Chase & Co.
- Role
- Team Leader at JPMorganChase
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Jay Shah
Our team at JPMorgan Chase & Co. thrives on complex challenges, and as the Team Leader, I leverage my analytical skills to drive successful financial strategies. Since stepping into this role in July 2021, I\'ve built upon the solid foundation of Corporate investment banking expertise gained during my tenure as an Analyst at the same firm. My academic background, including a Master\'s from H.R. College in Banking and Finance and a Bachelor\'s in Financial Markets from KC College, informs my approach to navigating the dynamic finance sector. Collaboration, understanding and knowledge sharing are at the core of our operations, fostering an environment where calculated risks meet innovative solutions
Experience
Team Leader
Jul 2023 — Present · Mumbai, IN
In my current role, I lead the corporate actions processing team, where I am responsible for ensuring end-to-end accuracy across a wide range of complex events, including mergers, acquisitions, dividends, and stock splits. I manage the complete lifecycle of each corporate action, starting from announcement capture and entitlement processing to final reconciliation and settlement. I have also taken the lead inclient onboarding, successfully integrating new clients into our systems by closely coordinating with internal stakeholders and streamlining workflows to ensure a smooth transition. As the designated Subject Matter Expert (SME), I handle over 25 institutional clients and manage more than funds. This role allows me to deliver high-quality servicing, proactively resolve issues, and build strong client relationships based on trust, responsiveness, and deep operational knowledge.
Education
KC College
Bachelor's degree
2018 — 2021
H.R. College Of Commerce & Economics
Master's degree
2021 — 2023
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