UPAMA ROY, CFA

607-***-**** adhjz7@r.postjobfree.com United States

Education CORNELL SC JOHNSON COLLEGE OF BUSINESS

Master of Business Administration, May 2020; Secured Forté Fellow scholarship Investment Management Club, Old Ezra Finance Club; Teaching Assistant for Financial Modeling CFA INSTITUTE, USA

CFA Charter holder, June 2013; Cleared all three levels in the first attempt INDIAN STATISTICAL INSTITUTE, INDIA

Masters of Statistics, May 2009; Secured full scholarship UNIVERSITY OF CALCUTTA, INDIA

Bachelors of Statistics, May 2007; Finished in the top 4th percentile among all Statistics graduates 2019-2020 CAYUGA FUND, Student managed fund of Cornell University Endowment Ithaca, USA Student Portfolio Manager, Equity Research

Conducted fundamental research and recommended best performing stock within the consumer sector Experience

2020-Present

DALTON INVESTMENTS California, USA

Analyst (Intern), Equity Research

Analyzing strategy and financials; performing competitive and industry analysis for India equities 2020-2020 CANTERBURY TOLLGATE Tennessee, USA

Analyst (Intern), Equity Research

Researched and identified two investment ideas for US equities that accounted for 6% of the portfolio 2016-2019

JPMORGAN CHASE & CO. Mumbai, India

Senior Associate, Manager Selection, Portfolio and Risk Management

Onboarded three high-performing funds by conducting manager due diligence; analyzed fund’s return and risk characteristics, asset under management, and fund’s exposure and style characteristics

Ideated and developed portfolio analyzer tool to assess performance, risk, and exposure of multi-asset fund portfolios and to analyze the impact of tactical allocation decisions; reduced cost by 2%

Drove the establishment of a 6-member equity research team in India by leading a successful pilot project

Spearheaded process optimization effort of a 25-member team; reducing overall execution time by 7% 2015-2016 ARANCA MUMBAI PRIVATE LIMITED, Research and Advisory firm Mumbai, India Manager, Investment Research and Portfolio Management

Built new investment research capabilities - asset allocation model, sensitivity analyzer, security screening, and back-testing tools; extended division’s product offerings to investment analytics

Acquired two clients by leading campaigns in collaboration with the sales team; raised revenue by 5%

Designed multi-asset portfolio strategy that improved performance and increased client’s asset base by 3x

Led a team of two senior analysts to develop an attribution model and to conduct weekly performance analysis; increased scope of work by 2x by improving client engagement and service delivery 2012-2015 STANDARD CHARTERED BANK Mumbai, India

Manager, Consumer Banking

Enhanced risk models and optimized capital allocation to reduce portfolio delinquency rate by 5% 2010-2012

HSBC BANK Bangalore, India

Analyst, Consumer Banking

Doubled response rate of credit card marketing by identifying target segments; saved $500k per campaign Skills/

Awards

Personal

Data Analysis: SQL, Python, VBA, SAS, R, MATLAB

Financial Tools: Bloomberg, FactSet, Morningstar, Capital IQ, RiskMetrics

Recognized globally in Nov’18 Weekly Flash for leading enhancement of the J.P. Morgan strategy tool

Received Quarterly Excellence award from a pool of 2,000+ employees within J.P. Morgan GFI

Won Debutant of the Year award for exceptional achievements in Aranca out of 50+ new hires

Volunteer: Served for an NGO to educate underprivileged children; led enrollment drives

Adventurer: Completed three high-altitude treks; certified scuba diver; ran half marathon thrice

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