
Sheetal Zutta Kampasi
@sheetalzuttakampasi
I lead AI-enabled securities services platform transformations across reconciliations and fund services.
What I'm looking for
At J.P. Morgan, I lead securities services reconciliation strategy and transformation, owning a $2M annual budget within a firmwide portfolio exceeding $40M. I’ve delivered Agentic AI modernization across Fund Services pre-reconciliation, generating $6M in cost savings, 15% platform efficiency improvement, and 97% matching automation.
Across J.P. Morgan, MSCI, ION, and Sourcepoint, I’ve built and modernized post-trade, reporting, index data, treasury, and mortgage platforms. I bring 20+ years of financial-services experience spanning product roadmaps, regulatory delivery, operating-model redesign, AI-enabled automation, and global team leadership.
Experience
Work history, roles, and key accomplishments
Owned enterprise product strategy and a $2M annual budget for reconciliation platforms, integrating trading, accounting, financial and regulatory reporting systems. Spearheaded Agentic AI transformation across the Fund Services pre-reconciliation lifecycle, delivering $6M in cost savings and improving platform-wide efficiency by 15%.
Led regulatory and statutory reporting enhancements (PRIIPs/KID, Solvency, MiFID) across internal reporting platforms, ensuring timely compliance with evolving regulatory mandates. Led automation and platform enhancement initiatives resulting in ~15 FTE productivity savings and measurable risk reduction.
Supported enterprise data platforms powering flagship equity and multi-asset index models and delivered greenfield initiatives with direct commercial impact on core index and analytics products. Authored detailed business requirements, operating models, and functional specifications across asset classes including equities, fixed income, ETFs, private assets, and hedge funds.
Owned end-to-end product delivery lifecycle including client requirements, functional design, and solution architecture. Delivered enhancements to equity trading, MTM valuation, hedge accounting, and stress testing modules.
Business Analyst - U.S. Mortgage
Sourcepoint (ISGN)
Jun 2006 - May 2008 (1 year 11 months)
Authored functional requirement documents and executed gap analysis for platform modernization initiatives. Developed the Investor module for the Online Customer Service, Warehouse Lending System, and Correspondent applications.
Education
Degrees, certifications, and relevant coursework
Masai, BITS
Executive Education, Business Analytics with Generative and Agentic AI
2025 -
Pursuing an Executive Education in Business Analytics with Generative and Agentic AI from Masai, BITS, expected to complete in 2026.
Symbiosis DTM
Master of Business Administration, Systems and Finance
2004 - 2006
Completed an MBA in Systems and Finance from Symbiosis DTM, graduating in 2006.
University of Pune
Bachelor of Engineering, Electronics and Telecommunications
1997 - 2001
Pursued a Bachelor of Engineering in Electronics and Telecommunications from the University of Pune, graduating in 2001.
Availability
Location
Authorized to work in
Portfolio
github.com/sheetalzutta-sourceSalary expectations
Job categories
Skills
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