Pritam Basu

About Pritam Basu

With over a decade of experience in treasury management, financial planning & analysis (FP & A), and asset-liability management (ALM), I specialize in steering global financial institute like JPMorgan Chase, Barclays, Karaikal Port (now Adani Ports), and Sundaram Finance toward strategic growth and resilience. My expertise lies in aligning financial strategies with macroeconomic trends, managing interest rate risk and FTP, and driving regulatory compliance to deliver sustainable business impact.I excel at managing interest rate risk, capital planning, and funds transfer pricing (FTP), leveraging tools like Bloomberg Terminal, and MS Office to deliver data-driven insights. From shaping funding strategies at JPMorgan Chase to leading enterprise-wide stress testing at Barclays, I ensure robust balance sheet management and proactive risk mitigation in volatile markets.With a strong foundation in FP & A and budgeting, I design and execute multi-year financial plans, embedding macroeconomic scenarios to enhance forecasting accuracy. My work at Adani Ports and Sundaram Finance honed my ability to optimize working capital, streamline budgeting cycles, and deliver actionable insights for C-suite and board stakeholders.As a strategic partner to senior leadership, I drive cross-functional collaboration to align financial strategies with business objectives. My proficiency in regulatory compliance, stress testing, and scenario planning ensures audit-ready frameworks and informed decision-making, as demonstrated during high-stakes initiatives like PRA stress testing at Barclays.Passionate about fostering innovation and performance, I create financial frameworks that empower organizations to thrive in dynamic environments. From part of the team developing rate curve models to crafting board-ready presentations, I’m committed to building agile, future-ready financial systems that drive long-term value.

Experience

1. Asst Vice President Treasury

   JPMorganChase

   Nov 2022 — Present · Bengaluru, IN

   I am a member of the IRR team, responsible for overseeing treasury analytics, with an emphasis on managing interest rate risk, optimizing asset-liability strategies, and providing strategic liquidity and margin analysis to support executive decision-making. By translating macroeconomic shifts into actionable insights, I strengthen balance sheet resilience and contribute to income stability through proactive hedging strategies.I work closely with cross-functional teams to improve funds transfer pricing (FTP), refine interest rate curve models, and conduct peer bank analysis—including trends in deposit balances and rates paid. I also have hands-on experience analyzing regulatory filings such as FR Y-9C, 10-Q/K, Call Reports, and earnings supplements. My role includes advising treasury leadership with data-backed market intelligence to influence deposit strategy and long-term funding direction.

Education

• University of Calcutta

  Bachelor of Commerce (BCom), Accounting and Finance

  2007 — 2010

• South End Center

  High School, Accounting and Finance

  2005 — 2007

• Institute For Technology and Management

  Master of Business Administration (MBA), Finance, General

  2011 — 2013

Skills

• Account Reconciliation
• Enterprise Risk Management
• Strategic Planning
• Finance
• Equity Research
• Financial Statement Analysis
• Teamwork
• Banking
• Risk Management
• Team Management
• Valuation
• Tax
• Risk Analysis
• Business Planning
• Analysis
• Financial Accounting
• Powerpoint
• Microsoft Excel
• Microsoft Office
• Financial Reporting
• Auditing
• Risk Assessment
• Performance Management
• Management Accounting
• Accounting
• Managerial Finance
• Financial Analysis
• Statutory Audit
• Strategic Financial Planning
• Internal Audit
• Financial Modeling
• Risk Analytics
• Corporate Finance