Bobby Bhati

Experience

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  TheWiseMoney.in

  Apr 2022 - May 2022

  Associate Equity Research Analyst

  • Research on Indian Listed Equities • Fundamental Analysis • SWOT Analysis • Porter’s Five Forces Analysis • Making report on Top Fundamentally Strong Companies

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  JPMorgan Chase & Co.

  Sept 2023 - Oct 2023

  JPMorgan Chase Investment Banking Job Simulation

  • Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria.• Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption.• Created a 2-pager for the client containing a company profile and summary of the auction process.

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  J.P. Morgan Asset Management

  Sept 2023 - Oct 2023

  JPMorgan Chase Asset Management virtual experience program

  • Gathered clients' key investment objectives, risk appetite, investment restrictions, and other relevant information to enable recommending a suitable investment solution• Constructed suitable investment portfolios for two individuals based on their unique risk profiles• Carried out quantitative fundamental analysis for two stocks and made a recommendation to clients based on their investment objectives• Calculated Key Performance Indicators (KPIs) for a clients' investment portfolios Show less

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  Saxo Group - India

  Dec 2023 - now

  Post Trade Analyst

  • Ensured accurate and timely processing of Corporate Actions and Income setups/payments, adhering to bank standards and procedural guidelines.• Coordinated with custodians to manage and execute client-elected Corporate Actions effectively.• Collaborated with cross-functional teams to enhance accuracy, efficiency, and the timeliness of corporate action processes.• Worked on the bank's special products, ensuring seamless execution while maintaining compliance with established protocols.• Contributed to system improvement initiatives, supporting the team in optimizing workflows and operational efficiency.• Partnered with diverse teams to refine and enhance processes, driving improved service delivery and client satisfaction.• Delivered clear and comprehensive information to clients and service partners regarding Corporate Actions and Income events, ensuring continuous support and high levels of satisfaction. Show less