Aakash Gupta Email & Phone Number

Washington, District Of Columbia, United States

Cleveland, Ohio

• Managed a project researching the correlation between an increase in consumer complaints logged by the CFPB and a decrease in banking deposits using R-studio, Python, and SQL
• Analyzed and summarized bank earnings reports and compiled writeups regarding FRB sentiment which were used to brief the Vice President and President of the FRBC
• Assisted as a program developer on a Python code to analyze commercial real estate data, and coded a program to sort loans in buckets according to their type
• Assisted in reviewing and annotating loan documents to train an AI model used to predict underwritingstandards in loan policies
• Researched and summarized newsworthy articles on the economy and the banking sector to be included in a weekly newsletter that was sent out to leaders
• Attended high-level meetings with researchers, analysts, and advisors to discuss various economic conditions to brief the President in preparation for the FOMC meeting

Columbus, Ohio, United States

• Assist with managing the State’s short- and long-term account totaling over twenty-two billion dollars
• Assist the Chief of Finance with discussions regarding the forward settlement of securities
• Manage and oversee the monthly process of compiling data and reports to calculate figures to be sent to S&P for monthly rating levels
• Attend high-level meetings with portfolio managers and broker-dealers to discuss various positions and outlookof the bond market
• Booked trades from Bloomberg terminal into Eagle Investment System developed by BNY Mellon
• Successfully completed Bloomberg Market Concept Education certificate program for Bloomberg Terminal

Delaware, Ohio, United States

• Manage multi-thousand-dollar budget
• Collect dues from more than 25 members
• Present and explain planned expenditures to Chapter for approval
• Attend monthly meetings with our Housing Corporation to review the financial position of the house and discuss possibilities to improve

Lexington, Massachusetts, United States

• Assessed financial institutions to ensure safe and sound banking practices, effective internal controls/procedures are followed by evaluated banking operations, business planning, and risk management strategies
• Collaborated with many commissioned examiners and specialists during examination for banks ranging from $400 Million to $3.24 Billion in assets
• Reviewed the Uniform Bank Performance Report and Call Reports before starting the bank examination
• Analyzed and assessed the adequacy of capital and assets, management strategies, earnings, liquidity, and the sensitivity to market risks of multiple banks and included in the final Report of Examination
• Attended formal exit meetings with senior management and board members to discuss examination findings
• Collaborated with interns to developed high level questions to engage in conversation with bank’s CFO regarding their liquidity position

Independence, Ohio, United States

• Audited closing disclosure information sent by title companies and sent approval to loan closers
• Pulled interest rate sheets from major banks, (JP Morgan Chase, Citibank, Wells Fargo, and TIAA Bank) to be sent to loan underwriters
• Ran macros on excel, sent current rates sheets and bond values to mortgage analyzed the bond market on Thomas Reuters Eikon and supplied the information to loan officers
• Prepared documents and folders to be sent to the company’s warehouse banks
• Entered locked loan information into Excel to compare pricing with JP Morgan Chase, Wells Fargo, and Bank United to try to obtain more competitive pricing

Richfield, Ohio

Conducted research on a new project and helped improve it to be competitive in the market. Researched the competitors and made recommendations after thorough analysis.

Master'S Of Public And International Affairs, International Political Economy

I am studying for my Master's in Public and International Affairs with a concentration in International Political Economy. My interests.

Bachelor Of Arts - Ba, Finance Economics