New York, NY *****
KARAN GUPTA
adbvah@r.postjobfree.com
FULL TIME PROFESSIONAL EXPERIENCE
Oct 2017 – Present J.P. Morgan Asset Management New York, New York
Senior Associate: Investment Solutions and Product Strategy
Engage in a broad spectrum of product development services including launching long-only products, analyzing current product offerings, identifying new business opportunities, and defining/implementing business strategy. Collaborate with a variety of stakeholders including portfolio managers, legal, risk, compliance and fund companies to support building and execution of product enhancement, design and rollout
Select Experiences:
Led charge in developing a brand new multi-asset portfolio tailored for discretionary clients that are actively managed by outside sub advisors These efforts assisted in increasing private bank AUM by $100 million in the first quarter of strategy implementation
Evaluated opportunities to change mutual fund offering to adhere with industry trends by analyzing projected costs, returns, overall revenue impact and other downstream impacts
Responsible for creating materials that concisely articulate the strategy and structure of given product or solutions using schematics, proposals, memorandums and other detailed analyses
Actively perform due diligence on select strategies to make sure portfolio managers are meeting investment guidelines. This analysis on current strategies has led to closure or guideline changes of particular strategies
Create and develop the JPMorgan Securities dashboard, which presents relevant performance metrics for all traditional and nontraditional investments offering in asset management
Aug 2016 – Oct 2017 Bank Hapoalim New York, New York
Senior Analyst: Corporate Strategy and Analysis
Focused on reviewing data, trends and meaningful actively to help constituents make proper strategic decisions. Worked directly with the CEO, COO and strategy teams in identifying opportunities to enhance business operating model
Select Experiences
Developed and presented a strategic plan to add middle market lending and banking services to the food and commodities space. This led to hiring a brand new division to oversee this business line which eventually brought in over $25 million in client deposits increased lending for another $50 million to companies in the industry
Put together market research reports focusing on competitor financial and operational updates. These reports were heavily used by internal stakeholders to make proper business decisions
Coordinated and prepared the 3-year budget plans for all the lines of business. This helped us identify and implement cost cutting measures that saved the bank over $1 million in the first year
Created and updated dashboards outlining performance for each line of business
May 2014 – Aug 2016 Morgan Stanley New York, New York
Investment Analyst: Portfolio Management Group
Performed in a hybrid role, focusing on the client service and investment research for portfolio managers
Select Experiences
Conducted portfolio optimization on both existing and proposed asset allocation for client portfolios
Used a financial planning tool to create comprehensive reports outlining income, expenses, and future forecasts
Prepared materials for client meetings or internal reviews that outlined performance, goals and opportunities
PART TIME PROFESSIONAL EXPERIENCE May 2018 – Present Cyrus Equities New York, New York
Co-Founder
Co-founded a company with the primary focus of identifying unvalued real estate assets in the multifamily rental market in order to generate attractive risk adjusted returns on our capital. We have acquired three investment properties in a single calendar year.
Build pro forma property valuation models for all property types and varying ownership structures and business objectives; maintain and update models to monitor asset performance
Conduct market research including market rents, sales comps and operating costs analysis
Actively source deals by researching markets and maintain relations with owner operates/brokers
EDUCATION
Aug 2009 – May 2013 Fordham University, Gabelli School of Business Bronx, New York
Bachelor of Science in Finance, Minor in Economics
3.53/4.0 GPA
Varsity Tennis Team, Fordham University Finance Society, President of Fordham South Asian Entity
Jan 2018 – June 2018 New York University New York, NY
Real Estate Investment Analysis Course: Analyzing the deal
Technical Skills/Licenses
Series 7/66 licensed, CFA Level Two Candidate, SQL, Tableau, Investment Banking Institute, Microsoft Office