
Atharva Rajput
@atharvarajput
Trading Services Specialist at J.P. Morgan Chase & Co. who redesigned cross-border trade instructions into an STP workflow.
What I'm looking for
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
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.
Intern, Junior Accountant
H.K. Kadam and Associates
Feb 2024 - Jun 2024 (4 months)
Managed bank summaries, payroll, Tally accounting, tax computations, GST returns, and regulatory compliance. Handled client communications and document follow-ups.
Intern, Equity Research
Wealthmap Advisory
Dec 2023 - Feb 2024 (2 months)
Conducted technical and fundamental analysis of stocks across multiple sectors, with focused exposure to Banking & Energy. Built sector- and company-level research to support investment recommendations.
Education
Degrees, certifications, and relevant coursework
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
CFA Level II, Finance
Grade: 2650/2900
Cleared CFA Level II in November 2025 with a score of 2650 out of 2900.
CFA Institute
CFA Level I, Finance
Grade: 90+ Percentile
Cleared CFA Level I in November 2024 with a score above the 90th percentile.
Mithibai College
Class XII, General
2022 - 2022
Grade: 86.50%
Completed Class XII with a score of 86.50%.
Pawar Public School (ICSE)
Class X, General
2020 - 2020
Grade: 88.20%
Completed Class X with a score of 88.20%.
NISM
NISM-Series-XV: Research Analyst, Research Analyst
Completed the NISM-Series-XV: Research Analyst certification.
Udemy
Value Investing in Stocks, Value Investing
Completed the Value Investing in Stocks course.
Udemy
Microsoft Excel – Beginner to Advanced, Microsoft Excel
Completed the Microsoft Excel – Beginner to Advanced course.
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
Availability
Location
Authorized to work in
Salary expectations
Social media
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