Bharti Goyal is currently working as Analyst in JPMorgan Chase & Co. She has also worked as Management Trainee in Anand Rathi Private Wealth Management and handled investment accounts of various HNI and UHNI clients. She pursued MBA from IIM Visakhapatnam and her undergraduate degree in Mechanical Engineering from VIT Chennai. During her under graduation studies, she was the vice president of Trekking Club and an active member of Dance Club. She has always been actively participating in co -curricular activities and earning laurels from early part of her life.She has done 2 summer internships during under graduation from HPCL Refinery and Escorts KMC. She worked on projects for ‘Development of mixed halide perovskite solar cell prototype’ and ‘Novel design of exhaust nozzle to improve performance of an aircraft engine’. In post graduation, she did her summer internship as a Market Research Intern in Basix Sub-k iTransactions Ltd and live internship at The Quarry Gallery.
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AssociateJ.P. Morgan Private BankNew Delhi, Dl, In -
AnalystJpmorgan Chase & Co. Jan 2023 - PresentBengaluru, Karnataka, India -
Management TraineeAnandrathi Private Wealth Management Sep 2020 - Jul 2022Delhi, India• Handled investment accounts of UHNI and HNI clients and reviewed the performance of their portfolio on regular intervals• Assisted in portfolio management and financial analysis according to client’s varied needs for wealth creation with minimum risk tolerance• Provided different solutions to clients for smooth transmission of wealth across generation of families• Identified renovation opportunities with client’s existing portfolio & assisted in investments to generate alpha over benchmark • Performed comparative analysis between various financial instruments based on the available statistical data• Partnered with AMCs and Product team to better understand the dynamic operating environment of investments -
Business ExecutiveThe Quarry Gallery Sep 2019 - Oct 2019Mumbai, Maharashtra, IndiaLive internship -
Summer InternBasix Sub-K Itransactions Ltd. Apr 2019 - May 2019Hyderabad Area, IndiaMarket Research and Strategies -
Summer InternEscorts Limited Kmc May 2017 - Jun 2017Faridabad Area, IndiaStructural Analysis of Running Board
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Summer InternHpcl, Mumbai Refinery May 2016 - Jun 2016Mumbai Area, IndiaApplication of Non Destructive Testing on Heat Exchangers
Bharti Goyal Skills
Bharti Goyal Education Details
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Mba - Master Of Business Administration -
Mechanical Engineering
Frequently Asked Questions about Bharti Goyal
What company does Bharti Goyal work for?
Bharti Goyal works for J.p. Morgan Private Bank
What is Bharti Goyal's role at the current company?
Bharti Goyal's current role is Associate.
What schools did Bharti Goyal attend?
Bharti Goyal attended Indian Institute Of Management Visakhapatnam, Vit University (Chennai Campus), Kendriya Vidyalaya.
What skills is Bharti Goyal known for?
Bharti Goyal has skills like Microsoft Office.
Who are Bharti Goyal's colleagues?
Bharti Goyal's colleagues are Alden Warner, Paul John Ang, Shakti Soni, Liliana Bercuta, Zara Finn, Tara Van Tassell, Maurice Harris.
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