Taufiq Shaikh

WORK HISTORY

EDUCATION

ABOUT TAUFIQ SHAIKH

Investment banking operations professional with 9+ years of experience in securities pricing, market data validation, and portfolio valuation within global financial institutions. Currently working as Associate Level 1 Manager – Global Valuation Services at J.P. Morgan Chase, specializing in fixed income pricing, index valuation, derivatives, and pricing control frameworks.My experience includes third-party price validation, valuation movement analysis, and IFRS fair value reporting, ensuring accurate and compliant pricing across global index portfolios. I work closely with pricing vendors, technology teams, and client stakeholders to resolve pricing discrepancies, strengthen valuation controls, and maintain operational stability.Over the years, I have led multiple initiatives including automation of pricing workflows using Alteryx, Xceptor, UiPath, and VBA, improving efficiency and reducing manual exceptions. I have also contributed to process migrations and operational improvements, including successfully supporting the migration of critical client processes across global teams.Key areas of expertise include: • Securities Pricing & Market Data Validation • Fixed Income & Derivatives Valuation • Pricing Controls & Exception Management • IFRS 13 Fair Value Reporting (Level 1, Level 2, Level 3) • Automation & Process Improvement • Client Stakeholder ManagementBeyond my professional role, I actively follow equity markets and conduct independent technical analysis and strategy backtesting, reflecting my strong interest in financial markets and investment research.I am always open to connecting with professionals in investment banking, valuation control, product control, and financial markets.