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Sumedh Venkat

@sumedhvenkat

Finance professional at JP Morgan Chase who automated reporting and delivered portfolio performance insights across APAC, US, and EU.

Germany

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What I'm looking for

I’m applying for the Senior Business Insights & Controlling role at Market Logic Software in Berlin. My background is in client-facing wealth advisory and portfolio analysis, and I’m looking to apply my financial modeling, recurring reporting, variance-style analysis, and reporting automation experience.

At JP Morgan Chase & Co., I produced recurring client and portfolio financial reports, using variance analysis to track performance against targets across APAC, the US, and the EU.

I drove reporting automation initiatives that reduced processing time and improved accuracy. I also delivered financial insights to senior stakeholders and contributed to process improvements associated with a 10% reduction in operational overtime.

At Edelweiss Financial Services, I built risk and margin models in Excel to analyze and forecast portfolio performance, increasing brokerage revenue by 15%. I also managed equity and debt portfolios and achieved 1.8% returns on AUM.

Earlier, at Essel Finance Group, I prepared daily MIS and financial reports and supported CKYC documentation and CERSAI filings for 550+ clients. I’m currently pursuing an M.A. in Digitalization & Transformation at Hochschule Bremen – City University of Applied Sciences.

Experience

Work history, roles, and key accomplishments

Analyst – Asset & Wealth Management

JP Morgan Chase & Co.

Oct 2022 - May 2026 (3 years 7 months)

Produced recurring client and portfolio financial reports with variance analysis across APAC, US, and EU regions. Drove reporting automation initiatives, reducing processing time and improving accuracy, and supported cross-border investment due diligence.

Financial Reporting Variance Analysis Portfolio Analysis Report Automation Process Optimization Cross Functional Collaboration Stakeholder Communication Excel SQL Power BI Tableau Financial Governance

Wealth Management Advisor – Equity & Debt

Edelweiss Financial Services

Jan 2021 - Sep 2022 (1 year 8 months)

Built risk and margin models in Excel to analyze and forecast portfolio performance, increasing brokerage revenue by 15%. Managed equity and debt portfolios, achieving 1.8% returns on AUM through disciplined financial analysis and forecasting.

Financial Modeling Risk Analysis Margin Models Portfolio Management Forecasting Excel Client Advisory

Credit Processing Associate

Essel Finance Group

Mar 2017 - May 2018 (1 year 2 months)

Prepared daily MIS and financial reports, supporting operational decision-making for business heads. Strengthened financial governance and compliance through Pan-India CKYC documentation and CERSAI regulatory filings for 550+ clients.

MIS Reporting Financial Reporting Compliance CKYC CERSAI Risk Analysis Forecasting