Mayank Mohan

About Mayank Mohan

I’ve built my career at the intersection of business and technology, working on fintech…

Experience

1. Quant Product Manager

   JPMorganChase

   Oct 2023 — Present · Bengaluru, IN

   At JP Morgan Asset Management, I work for 55ip, a fintech built to be the new standard for automated and personalized tax-smart investing.My responsibilities include:1. Co-lead the development and management of an optimizer that delivers tax benefits to investors in tax-smart model portfolios and separately managed accounts (SMAs)2. Lead the development of a simulation application, enabling researchers and portfolio analysts to run live accounts and multi-period backtests to validate optimizer returns against model portfolios.3. Designed and implemented a proxy generation algorithm that dynamically calculates proxies for all primaries in a model immediately after model creation, improving automation and efficiency.4. Ensure the optimizer supports stocks, ETFs, and mutual funds within the same portfolio, a key capability driven by our partnership with one of the largest broker-dealers.5. Drive enhancements to support multi-account optimization within a unified managed account (UMA) structure, improving tax efficiency and portfolio management.

Education

• Texas McCombs School of Business

  Master of Business Administration - MBA Exchange

• Esade

  Master of Business Administration - MBA

• Vellore Institute of Technology

  Bachelor of Technology (B.Tech.), Electronics and Communication Engineering

  2011 — 2015

Skills

• Teamwork
• Team Management
• People-Oriented
• Problem Solving
• Corporate Social Responsibility
• Interpersonal Skills
• Presentations
• Sql
• Customer-Focused
• Consulting
• Transmission
• Strategic Thinking
• Ip
• Communication
• Project Coordination
• Event Management
• Microsoft Word
• Stakeholder Management
• Microsoft Sql Server
• Public Speaking
• Leadership
• Research
• Ssrs
• Networking
• Bods
• C
• Microsoft Office