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Sumant Mohan

Sumant Mohan

Team Lead - Fund Services & Valuations

Followers of Sumant Mohan644 followers
location of Sumant MohanGurgaon, Haryana, India

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  • Timeline

  • Skills

    Significant accomplishments
    Vendors
    Students
    Derivatives
    Finance
    Higher education
    Driving
    Business administration
    Strategic financial planning
    Entrepreneurship
    Embedded systems
    Dynamics
    Cash handling
    Management
    Pulses
    Security
    Corporate actions
    Key performance indicators
    Cash flow analysis
    Monitors
    Signal
    Nav
    Timely delivery
    Qualification
    Valuation
    Capital markets
    Languages
    Racket
    Foundation
    Business services
    Bloomberg
    English
    Validation
    Cafeteria
    Engineering
    Reports
    Interest rate derivatives
    Equity research
    Process migration
    Risk management
    Microsoft excel
    Nse
    Synopsis
    Operational risk management
    Luxembourg
    Research
    Cpt
    Reporting
    Analysis
    Financial markets
    Profound
    Cash flow
    Fixed income
    Sports
    Yahoo
    Majors
    Debt
    Tamil
    Financial modeling
    Business development
    Catering
    Cultural history
    Operations
    Electricians
    Project
    Ncfm
    Ibs
    Dashboard
    Hyderabad
    Accident
    Business systems
    Pricing
    Banking
    Google groups
    Executive management
    Literacy
    Portfolio
    Electronics
    Investments
    Academic
    Microcontrollers
    Credentials
    Financial services
    Equities
    Frame
    Chennai
    Securities market
    India
    Internal controls
    Asset
    Financial analysis
    Treasury
    Financial reporting
    Mis
    French
    Pricing analysis
    Hindi
    Securities

  • About me

    * I have worked as a Pricing Specialist at J.P Morgan Services India Private Limited with 1.3 years of experience in Treasury and Security Services domain (Capital Markets, Risk Management) with profound focus on roles relative to Securities Validation and Business Development. I have also worked as a Product Manager at ICICI Lombard with 10 months of experience in Underwriting Department with focus on product pricing .I am currently working with CITI Group and been part of process migration from onshore side(Luxembourg) to captive unit (India) * Did my Masters in Business Administration (MBA) with Finance Majors from ICFAI Business School, Hyderabad and Engineering Degree from HCE, Chennai- India. * With a diversified exposure in Financial Services industry, coupled with education focus in Finance, he has a good understanding and keen interest in financial markets and understands the dynamics in this domain.

  • Education

    • Anna University

      2004 - 2008
      Bachelor of Engineering (B.E.) Electrical and Electronics Engineering 1st

    • IBS Hyderabad

      2009 - 2011
      Master of Business Administration (MBA) Finance and Financial Management Services 6.4

  • Experience

    • J.P. Morgan

      Mar 2011 - Jun 2012
      Team Lead - Fund Services & Valuations

      • Performed heavy bank reconciliation and posting of entries to the accounts.• Coordinate with team to ensure that all the tasks are completed accurately and on time and assist with Fund Audits.• Respond in timely manner to queries and requests from fund managers and other departments by email or phone.• Communicated with service groups, clients, IT dept's, business support teams, pricing vendors to address any concerns or questions.• Researched on corporate actions announced on a regular basis and the impact on NAV. Show less

    • Citi

      May 2013 - Dec 2018

      • Implemented enhanced pricing service, securities validation and financial reporting including additional adhoc activities. Expert in using data vendors like Bloomberg, FTS & Markit for research within the stipulated SLA.• Managed projects and liaison between client and multiple internal groups to ensure clarity of goals and quality and adherence to deadlines.• Executed procedures to reduce the delivery time.• Trained & mentored new staff for forming fully accountable team.• Prepared dashboard to reflect KPI’s & application breakdown to help senior management track the progress. Show less

      • Business Planning Manager

        Aug 2018 - Dec 2018

      • Assistant Manager - Fund Services & Valuations

        May 2013 - Jul 2018

    • Incedo Inc.

      Feb 2019 - now

      • Developed and lead on quarterly and monthly planning and reporting cycles to assess the current and future financial performance of client’s portfolio.• Responsible for accurate and timely production of consolidated reports, for the project to produce client’s annual and interim reports. And worked with other teams for operational strategic plan.• Maintained strong and effective communication & work relationship with the stakeholders.• Trained, mentored & managed the team to achieve outstanding results while also meeting quality control requirements and sustaining high customer satisfaction.• Prepared dashboard to reflect KPI’s & application breakdown to help senior management track the progress. Show less

      • Manager Business Transformation & Change Management

        Oct 2021 - now

      • Senior Team Lead

        Feb 2019 - Sept 2021

  • Licenses & Certifications

    • Problem Solving Program (PSSP)

      Incedo Inc.
      Dec 2023

    • NCFM Certified

      NSE India
      Apr 2010