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kavya bysoreKB
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kavya bysore

@kavyabysore

I improve investment data operations, documentation controls, and reporting accuracy across derivatives workflows.

India
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What I'm looking for

I'm seeking a full-time data-focused role where I can apply investment operations, reporting, documentation governance, and process-improvement experience while continuing to develop SQL, Python, Power BI, and AI skills.

At J.P. Morgan Chase & Co., I supported investment data operations and documentation management across client onboarding, derivatives, collateral, and margin workflows.

As a Senior Investment Data Operations Analyst, I bridged OTC and listed derivatives operations, assessed ISDA/CSA documentation impacts on collateral and margin calculations, and prepared daily MIS and control reports tracking documentation risk exposure. I also led remediation and reconciliation work for a Legal Entity Strategy migration project.

I managed DocuSign workflows, templates, signature follow-ups, document indexing, and audit-ready repositories while collaborating with legal, compliance, credit risk, trading, business, and implementation teams.

Over five years, I maintained documentation accuracy above team benchmarks, achieved zero audit findings across four consecutive review cycles, mentored new team members, and contributed adopted reporting and workflow improvements. After a planned career break for maternal responsibilities, I'm returning to a full-time data-focused role while building my SQL, Python, and AI skills.

Experience

Work history, roles, and key accomplishments

J.P. Morgan Chase & Co. logoJC

Documentation Specialist

Sep 2017 - Jun 2019 (1 year 9 months)

Coordinated client onboarding and account-opening workflows, partnering with legal, business, and implementation teams. Maintained high productivity while meeting daily SLA targets and conducted KYC reviews in accordance with AML/BSA regulations.

Education

Degrees, certifications, and relevant coursework

JW

JSS College for Women

Bachelor of Business Management, Business Management

Completed a Bachelor of Business Management degree at JSS College for Women, Mysore.

University of Mysore logoUM

University of Mysore

Master of Financial Management, Financial Management

Pursued a Master of Financial Management degree at the University of Mysore.

Tech stack

Software and tools used professionally

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