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Sumit Shriram Dubey

Allston Massachusetts, US

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: associate, analyst

  • Occupation: Business and Finance

  • Degree: Master's Degree

  • Career Level: Qualified

  • Languages:

Career Information:

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Highlights:

Skills:Finance, MS Excel, Product Control, Fixed Income, Investment Banking, Portfolio management, Communication

Membership:Institute of Chartered Accountants of India

Certification:Chartered Accountancy


Experiences:

Analyst 01/2023 - 08/2023
JPMorgan Chase & Co., Mumbai, Maharashtra United States
Industry: Investment Banking
Analyst in the Securities Services team.
Successfully predicted Net Interest Income for the Securities Services team amidst a challenging rate hike environment and bank runs, with a variance of less than $1 million.--
Research Assistant 09/2023 - current
Boston College, Boston, Massachusetts United States
Industry: Education
Contributed to Prof. Thomas Chemmanur's research on "Management Quality and Anti-takeover Provisions", resulting in the identification of newer company insights that enriched the papers' content.
--
Analyst 07/2019 - 04/2022
Morgan Stanley, Mumbai, Maharashtra India
Industry: Investment Banking
Analyst in the Fixed Income Rates team.
? Conducted month-end investigations to reconcile differences between general ledger and sub-ledger, finalizing Net Revenue and Expense accounts. ? Implemented VBA macros to send daily deliverables to stakeholders, resulting in an annual time savings of 85 hours. ? Provided daily commentaries on P&L movements, guaranteeing alignment of key market drivers with risk exposures. ? Monitored trader activities including cancellations, re-bookings, and backdated bookings, ensuring business justification. ? Resolved queries and breaks promptly by collaborating with regional teams, operations team, valuation team, and traders.--

Education:

ICAI 06/2012 - 11/2018
Mumbai, Maharashtra, India
Degree: Professional Degree
Major:Accountancy
Chartered Accountancy certification from ICAI in India.


Narsee Monjee College of Commerce and Economics 06/2013 - 04/2016
Mumbai, Maharashtra, India
Degree: Bachelor's Degree
Major:Accountancy
Bachelors in Commerce
University of Mumbai 07/2019 - 08/2021
Mumbai, Maharashtra, India
Degree: Master's Degree
Major:Accountancy
Masters degree in Commerce
Boston College 08/2023 - current
Boston, MA, United States
Degree: Master's Degree
Major:Finance
Coursework includes: Derivatives, Corporate Finance, Investments, Fintech and Cryptocurrency, Fixed Income Analysis and more

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