Sumedh Venkat
JP Morgan | Ex- Edelweiss | Stakeholder Engagement and Investments | Wealth Advisory | FinTech Transitioning | Tableau.
- Role
- Financial Analyst at JPMorganChase
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sumedh Venkat
I am currently working in JPMorgan Chase, helping global HNI client strategies with…
Experience
Financial Analyst
Sep 2022 — Present · IN
Delivered comprehensive portfolio reports by collaborating with global bankers and investors across APAC, US, and Europe, enabling better investment decisions.• Streamlined onboarding workflows and personalized portfolio alignment, improving client satisfaction and reducing processing time by 10%.• Automated repetitive tasks using Excel macros and CRM tools, reducing manual effort and banker overtime.• Delivered weekly transaction updates to support effective cash flow planning and portfolio adjustments.• Facilitated seamless cross-border investment operations while ensuring regulatory compliance.• Conducted due diligence on HNW prospects, contributing to a 15% increase in departmental revenue.
Education
SIES College of Management Studies - India
Bachelor of Business Administration - BBA, Business Administration and Management, General
2014 — 2016
ITM Group of Institutions
Post Graduation Diploma Management, Business Finance
2018 — 2020
Kendriya Vidyalaya
High School, Business/Commerce, General
2007 — 2014
Skills
- Marketing
- Leadership
- Public Speaking
- Microsoft Word
- Research
- Microsoft Office
- Customer Service
- Powerpoint
- Microsoft Excel
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