Hardik Pandya

Hardik Pandya Email and Phone Number

CA | CFA | JPMorgan Chase & Co. | @ JPMorgan Chase & Co.
new york, new york, united states
Hardik Pandya's Location
Mumbai, Maharashtra, India, India
About Hardik Pandya

Hardik Pandya, born in 1996, has qualified as a Chartered Accountant and is an associate member of the Institute of Chartered Accountants of India. He has cleared all levels of the US CFA program and is a CFA Charterholder. He has a great interest into finance, capital markets and has been always looking to be updated with financial stuff and related data.(The posts are completely based on my personal views, beliefs and knowledge. It does not indicate any policy or position of my professional affiliations)

Hardik Pandya's Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

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CA | CFA | JPMorgan Chase & Co. |
new york, new york, united states
Employees:
286575
Hardik Pandya Work Experience Details
  • Jpmorgan Chase & Co.
    Investment Specialist - Multi Asset Solutions
    Jpmorgan Chase & Co. Jun 2023 - Present
    Mumbai, Maharashtra, India
    Part of JPMorgan Asset Management India Client and Product team.
  • Jpmorgan Chase & Co.
    Asset Management - Luxembourg Product Implementation
    Jpmorgan Chase & Co. Feb 2022 - Jun 2023
    Mumbai, Maharashtra, India
    •Part of JP Morgan Asset & Wealth Management, Client Service, Business Platform team.•Responsible for Luxembourg domiciled Share class Creation & Activation, Deactivation & liaising with internal & external stakeholders.
  • Kotak Mahindra Bank
    Credit Monitoring Portfolio Manager
    Kotak Mahindra Bank Sep 2019 - Feb 2022
    Mumbai, Maharashtra, India
    Roles & Responsibilities1) Primarily responsible for Credit Monitoring of SME Corporate Portfolio.2) Responsible for reviewing the term sheet for credit facilities and it's covenants , to ensure whether the credit facilities are disbursed and used for the purpose for which they are sanctioned .3) Setting up the limits at monthly intervals for the Working capital facilities basis Drawing Power Computations.4)Other monitoring responsibilities include -a) Support for Mutual fund backed collaterals NAV valuation MIS release at different intervals - SME PAN India b) Support for classification of account into Early Warning Signal , based on parameters as decided.c) Reviewing the Ratings downgrade , and escalating it to the Business Team and Relationship Manager for taking necessary action.d) Having concurrence with the Credit Managers and Credit Analysts and Relationship Manager for ensuring overall positive and healthy borrower account from a credit monitoring manager point of view.

Hardik Pandya Skills

Auditing Tax Audits Income Tax Accounting Goods And Services Tax Portfolio Management Tax Deducted At Source Business Analysis Fixed Income Investing Finance Tactical Asset Allocation Equities Financial Accounting Investment Strategies Accountants Management Information Systems Financial Analysis Dynamic Asset Allocation Tax Preparation Management Financial Reporting Analytical Skills Global Tactical Asset Allocation Financial Markets Investment Management

Hardik Pandya Education Details

Frequently Asked Questions about Hardik Pandya

What company does Hardik Pandya work for?

Hardik Pandya works for Jpmorgan Chase & Co.

What is Hardik Pandya's role at the current company?

Hardik Pandya's current role is CA | CFA | JPMorgan Chase & Co. |.

What schools did Hardik Pandya attend?

Hardik Pandya attended Chartered Financial Analyst (Cfa) Institute, The Institute Of Chartered Accountants Of India, Nagindas Khandwala College, Children's Academy Group Of Schools.

What skills is Hardik Pandya known for?

Hardik Pandya has skills like Auditing, Tax Audits, Income Tax, Accounting, Goods And Services Tax, Portfolio Management, Tax Deducted At Source, Business Analysis, Fixed Income Investing, Finance, Tactical Asset Allocation, Equities.

Who are Hardik Pandya's colleagues?

Hardik Pandya's colleagues are Tim Tokar, Rohit Kumar, Kyle Brown, Nathifa Rose, Mayur Biradar, Sharon Mcknuckles, Michael Peters.

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