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Devang Joshi

Devang Joshi

Audit Assistant

Followers of Devang Joshi4000 followers
location of Devang JoshiSan Francisco, California, United States

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  • Timeline

  • About me

    Investment Banking Associate at J.P. Morgan | Texas McCombs MBA | CPA | FRM | CFA L3 Candidate

  • Education

    • Indian Education Society High School

      -
      High School

      Activities and Societies: Gymnast and Track Athlete; Head-boy; Member of the Ram Krishna Mission Cultural Club

    • CFA Institute

      2017 - 2019
      CFA Level 3 candidate Investments and Securities Top grades in 6/9 topics

    • Global Association of Risk Professionals (GARP)

      2016 - 2017
      Financial Risk Management (FRM) Risk Management Top grades in 3/4 topics

    • Maharashtra Board of Higher Sec Education

      2009 - 2011
      Higher Secondary School Certificate (HSC)

    • Universität St.Gallen (HSG)

      2023 - 2023
      International Student Program (Exchange Semester) International Business

    • Texas McCombs School of Business

      2021 - 2023
      MBA Finance, General

      - Ambassador Committee, Wall Street for McCombs- Center for Leadership and Ethics (CLE) Fellow- Career Fellow (2022-23)- VP (Finance),Adam Smith Society- VP (Alumni Relations), Graduate Finance Association

    • University of Mumbai

      2011 - 2014
      Bachelor’s Degree Finance, General

      -89% in Sem V; 85% in Sem VI (both University Exams); Final year GPA:7/7CGPA: 6.16/7

    • The Institute of Chartered Accountants of India

      2011 - 2015
      Chartered Accountant Accounting and Finance Top 8 percentile

  • Experience

    • TND & Co. Chartered Accountants.

      Aug 2012 - Nov 2012
      Audit Assistant

      Public Finance Clients

    • M. P. Chitale & Co., Chartered Accountants

      Dec 2012 - Aug 2015
      Audit Assistant / Senior Audit Assistant

      Financial Services Clients - Institutional Broking, Primary Dealerships, Mutual Funds, Real Estate Funds and PMS

    • Citi

      Sept 2015 - May 2021

      FinTech and Insurance M&ABanking Capital Markets and Advisory Insurance and Reinsurance sector creditInstitutional Clients Group Risk Management Insurance and Reinsurance sector creditInstitutional Clients Group Risk Management

      • Senior Analyst, Investment Banking

        Oct 2018 - May 2021

      • Senior Credit and Portfolio Analyst

        Jan 2018 - Sept 2018

      • Credit and Portfolio Analyst

        Sept 2015 - Dec 2017

    • J.P. Morgan

      Jun 2022 - Aug 2022
      Investment Banking Summer Associate

      Financial Institutions Group - Insurance and FinTech Investment Banking

    • La Hoja Capital Management

      Aug 2022 - Dec 2022
      Investment Management Fund Fellow

      La Hoja Capital Management is a private equity fund of funds making opportunistic debt and equity investments in high-performing PE & VC funds

    • J.P. Morgan

      Jun 2023 - now
      Investment Banking Associate

      Financial Institutions Group (FIG)

  • Licenses & Certifications

    • Financial Risk Manager (FRM)

      GARP FRM Program
      View certificate certificate

    • Series 79

      FINRA

    • Series 63

      FINRA

  • Honors & Awards

    • Awarded to Devang Joshi
      Citi Quarterly Excellence Award (Q3) Citi January 1, 2018
    • Awarded to Devang Joshi
      Best Upcoming Analyst, Citi ICG Risk Management Citi Apr 2017
    • Awarded to Devang Joshi
      Student of the Year IES High School Mar 2009
    • Awarded to Devang Joshi
      High School Scholarship Government of Maharashtra Jul 2007

  • Volunteer Experience

    • Mentor

      Issued by The Lighthouse Project India on Sept 2018
      The Lighthouse Project IndiaAssociated with Devang Joshi

    • Brevet Cyclist

      Issued by AUDAX INDIA RANDONNEURS FOUNDATION on Oct 2017
      AUDAX INDIA RANDONNEURS FOUNDATIONAssociated with Devang Joshi

    • Lead Volunteer, Citi Volunteers Program

      Issued by Citi on Nov 2015
      CitiAssociated with Devang Joshi