Umesh Kalwani
Team Lead @JPMorganChase
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WORK HISTORY
Team Lead @JPMorganChase
Maharashtra, IN
Validated and reconciled trade bookings for swaps, OTC derivatives, and structured products to ensure compliance and accuracy.2. Led automation to enhance trade processing efficiency and reduce manual errors.3. Liaised with traders, product control, and tech teams to resolve complex booking issues.4. Managed discrepancy identification in booking vs documentation to minimize financial and regulatory risk.5. Built and deployed Alteryx workflows that automated daily exception reports.6. Acted as escalation point for high-value booking errors, resolving discrepancies across swaps and credit derivatives exceeding $100M in notional exposure.7. Collaborated with control & compliance teams to implement audit-proof procedures, ensuring 100% adherence during internal risk reviews.
EDUCATION
Sri Balaji Society
Master of Business Administration - MBA
Balaji Institute Of Management and Human Resource Development
MBA Marketing
Institute of Professional Education and Research (IPER), Bhopal
Bcom Honours
ABOUT UMESH KALWANI
Hi I’m Umesh and I am passionately curious. I always try to seek answers that are…
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