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Atharva RajputAR
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Atharva Rajput

@atharvarajput

Trading Services Specialist at J.P. Morgan Chase & Co. who redesigned cross-border trade instructions into an STP workflow.

India
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What I'm looking for

I’m seeking a Finance Analyst or Performance Evaluation role in the financial services industry, where I can use financial analysis, performance measurement, trade lifecycle management, and data-driven reporting to support business decisions.

At JPMorganChase & Co., I conduct root-cause analysis of late-settled trades and redesigned client cross-border trade instructions into a straight-through processing workflow to reduce manual intervention and late-settlement risk.

I manage end-to-end settlements via Euroclear across fixed income and equity products, and perform pre-settlement checks including SSI validation, trade matching, and funding. I also investigate failed trades with brokers, custodians, and internal teams.

At WealthmapAdvisory, I conducted technical and fundamental stock analysis across sectors, with focused exposure to Banking and Energy. I developed sector- and company-level research to support investment recommendations.

At H.K. Kadam andAssociates, I handled bank summaries, payroll, Tally accounting, tax computations, GST returns, and regulatory compliance. I’m a CFA Level III candidate and have cleared CFA Level II.

Experience

Work history, roles, and key accomplishments

JPMorgan Chase & Co. logoJC
Current

Trading Services Specialist

Jul 2025 - Present (1 year 2 months)

Conducted root-cause analysis of 1,000+ late-settled trades and redesigned cross-border trade instructions into a straight-through processing workflow. Managed end-to-end trade settlements via Euroclear and resolved failed trades with internal and external teams.

Education

Degrees, certifications, and relevant coursework

MC

Mithibai College

Bachelor's, Accountancy and Finance

2022 - 2025

Grade: 7.80 CGPA

Pursued a Bachelor's degree in Accountancy and Finance, achieving a CGPA of 7.80.

CFA Institute logoCI

CFA Institute

CFA Level II, Finance

Grade: 2650/2900

Cleared CFA Level II in November 2025 with a score of 2650 out of 2900.

CFA Institute logoCI

CFA Institute

CFA Level I, Finance

Grade: 90+ Percentile

Cleared CFA Level I in November 2024 with a score above the 90th percentile.

MC

Mithibai College

Class XII, General

2022 - 2022

Grade: 86.50%

Completed Class XII with a score of 86.50%.

PI

Pawar Public School (ICSE)

Class X, General

2020 - 2020

Grade: 88.20%

Completed Class X with a score of 88.20%.

NISM logoNI

NISM

NISM-Series-XV: Research Analyst, Research Analyst

Completed the NISM-Series-XV: Research Analyst certification.

Udemy logoUD

Udemy

Value Investing in Stocks, Value Investing

Completed the Value Investing in Stocks course.

Udemy logoUD

Udemy

Microsoft Excel – Beginner to Advanced, Microsoft Excel

Completed the Microsoft Excel – Beginner to Advanced course.

Internshala logoIN

Internshala

Financial Modeling and Valuation with AI, Financial Modeling and Valuation

Completed the Financial Modeling and Valuation with AI course.

Tech stack

Software and tools used professionally

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