Yash Jawale
@yashjawale
Finance professional specializing in fixed income, equity, corporate banking, KYC/AML onboarding, and portfolio management.
IndiaWhat I'm looking for
Finance professional with an MBA in Finance from K.J. Somaiya Institute of Management (2023) and 2 years of experience in capital markets and banking, seeking to build a career as an Investment Analyst. Managed a portfolio exceeding INR 3,000+ crore across fixed income, equity, and mutual funds, demonstrating strong capability in investment analysis and portfolio oversight. Skilled in interpreting macroeconomic trends, interest rate movements, and market dynamics to inform investment strategy and asset allocation. Complemented this with exposure to credit analysis of wholesale borrowers, adding a risk-aware lens to investment evaluation. Adept at financial modeling, valuation, and assessing risk-return tradeoffs across asset classes. Strong foundation in fixed income and equity market fundamentals, with working knowledge of mutual fund structures. Proven ability to synthesize market data and financial analysis into actionable investment insights. Eager to apply this cross-asset exposure to drive informed, high-conviction investment decisions.
Experience
Work history, roles, and key accomplishments
Relationship Manager
ICICI Bank
Jan 2025 - Aug 2025 (7 months)
Performed financial analysis and credit profiling to deliver tailored corporate banking solutions, including working capital facilities, LC/BG, and term loans. Managed end-to-end corporate client onboarding (KYC/AML and due diligence) and worked cross-functionally to achieve 95%+ SLA compliance while building CFO/CXO relationships resulting in 2 new mandates.
Management Trainee
Darashaw & Co. Pvt. Ltd.
May 2023 - Aug 2024 (1 year 3 months)
Delivered investment advisory to 10+ exempted retirement trusts (AUM: ₹3,000+ Cr), aligning fixed income strategies with client objectives. Produced monthly portfolio reviews and market insights, improved client engagement by 30%, and identified bond restructuring opportunities for 8 client portfolios.
Education
Degrees, certifications, and relevant coursework
CFA Institute
CFA Program (Level I) Candidate, Finance
CFA Program Level I candidate, appearing in November 2026.
K. J. Somaiya Institute of Management
Master of Business Administration (Finance), Finance
2021 - 2023
Earned an MBA with a Finance focus, covering securities and derivatives and the trade life cycle. Completed the program between 2021 and 2023.
Sikkim Manipal University
Bachelor of Business Administration, Business Administration
2017 - 2021
Completed a Bachelor’s in Business Administration with coursework in asset management and risk management. Studied from 2017 to 2021.
MGM’S Polytechnic College, Chattrapati Sambhajinagar
Diploma in Electrical Engineering, Electrical Engineering
2017 - 2019
Completed a diploma program in Electrical Engineering (with listed life skills). Studied from 2017 to 2019.
IMARTICUS Learning, Pune
Certified Investment Banking Professional, Investment Banking
Completed a Certified Investment Banking Professional program at IMARTICUS Learning.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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