Utkarsh Khondalay
Investment Discretionary Associate @JPMorganChase
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WORK HISTORY
Investment Discretionary Associate @JPMorganChase
Mumbai, IN
Discretionary Investment Associate supporting the J.P. Morgan U.S. team in delivering investment solutions and product development initiatives across Asset & Wealth Management- Focused on portfolio strategy, client-centric solutions, and scalable investment products to drive long-term value, growth, and profitability.
EDUCATION
Institute of Management and Entrepreneurship Development (BVDU), Pune
Master of Business Administration - MBA, International Business/Trade/Commerce
TSSM's Bhivarabai Sawant College of Engineering & Research, Narhe
Bachelor of Engineering - BE, Mechanical Engineering
ABOUT UTKARSH KHONDALAY
With extensive expertise in data, software, and financial services platforms, Utkarsh is a skilled Product Manager specializing in Asset & Wealth Management (AWM) and Private Banking solutions. He drives strategic outcomes by translating investment, advisory, and client needs into scalable product capabilities through actionable insights and seamless collaboration. Known for bridging the gap between engineering teams, investment stakeholders, and business leadership, he excels in product discovery, data-driven decision-making, and Agile delivery within complex financial ecosystems.Currently at J.P. Morgan Chase & Co, he works closely with global AWM teams on investment solutions and product development initiatives, supporting private banking and wealth platforms across the US market. His focus spans solution design, product lifecycle management, data integration frameworks, and operational playbooks that enhance advisor efficiency and client experience. His strong grasp of the Software Development Life Cycle (SDLC) and Agile environments enables him to deliver high-impact, client-centric financial products.With a Bachelor’s degree in Engineering and an MBA in progress at BVDU, Pune, his academic foundation strengthens his analytical, financial, and strategic problem-solving capabilities. Certifications in Agile, Scrum, ESG, Project Management, and Business Analytics reflect his commitment to building modern, compliant, and future-ready investment products in the evolving wealth management landscape.Beyond his core role, he is deeply interested in investment product strategy, client engagement models, and data-led innovation in wealth and private banking. He has written insightful articles on growth strategies, client adoption, and analytics best practices. A creative thinker, he is also a certified Tabla Visharada and an enthusiast of theatre and performing arts, bringing discipline, creativity, and collaboration into his professional work.He strongly believes in continuous learning and actively looks forward to exchanging ideas, insights, and opportunities with professionals across Asset & Wealth Management, Private Banking, and Investment Product domains. For networking opportunities, he can be reached at u••••••••@gmail.com.
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