Ojas Chitnis Email & Phone Number

Frankfurt Am Main, Hessen, De

Investment Bank, Fixed Income & Currencies DivisionFlow Sales & Trading Track

Frankfurt Am Main, Hessen, De

Rotations:• Structured Credit (Mortgage Backed Securities)• Corporate Derivatives (Risk Management Solutions)• Securitized ProductsProjects: • Developed an interest rate and foreign exchange hedging strategy for a cross-border M&A transaction involving US auto company acquiring a German electric vehicle manufacturer utilizing deal-contingent derivatives, swaptions, and FX forwards.

Washington, Dc, Us

As part of the FINA 4101: Applied Financial Securities Analysis course, was an analyst for GWII's Phillips Student Investment Fund ($3.4 mm AUM as of Q3 2024).• Covered Technology & Telecommunications sector (19 names, 47.8% of total portfolio).• Conducted ongoing analysis of portfolio holdings, including 12 weekly reports on Adobe (NASDAQ: ADBE) and overview of Tencent ADR (OTC: TCEHY).• Provided market commentary for Q3 2024 GWII quarterly report on performance of $9.8 mm AUM across 4 student managed investment funds. • Successfully pitched trade of buying Oracle (NYSE: ORCL) and selling Workday (NASDAQ: WDAY), with 80% support of student investment committee.

Washington, District Of Columbia, Us

President (Spring 2023 - Fall 2023)Chief Operating Officer (Secretary) (Fall 2022)Vice President of Pledging (New Member Education) (Fall 2024)Vice President of Rituals (Recruitment) (Spring 2024)Director of New Business Development (Spring 2022)

Washington, Dc, Us

As part of a cohort of 20 interns through the Office of the White House Liaison, was the sole intern supporting the Office of Don Graves, United States Deputy Secretary of Commerce (Department Chief Operating Officer).

Washington Dc, District Of Columbia, Us

Washington, D.C., Us

Oakland, Ca, Us

• Prepared annual budget by consolidating 7 divisional drafts with expense assumptions totaling $8.7 million, processing 22,000 data points, and developing a dynamic monitoring spreadsheet to analyze 240 unique accounts. • Forecasted firmwide revenue by collecting sales targets in a self-made tracker, determining labor and contracting needs, and estimating invoicing timelines to assess feasibility of sales growth objectives and new commission structure.• Devised budgeting procedures by documenting data deficiencies, drafting 9 data collection templates, and preparing informational materials for budget owners, resulting in the adoption of a six-month preparation framework.

Oak Brook, Illinois, Us

• Magnified impact of global youth programs by engaging in global advocacy, overseeing implementation of a cultural exchange ambassador scholarship, and interacting with diverse members resulting in 4% increase in reported membership.

New York, Ny, Us

• Analyzed acquired portfolio by identifying delinquent borrowers, procuring relevant documentation, and collaborating with management team to remedy 870 misclassified loans and complete due diligence on merger transaction. • Expedited credit committee’s holistic origination evaluation by consolidating potential borrower filings and constructing financial models, resulting in approval of $4.8 million for socially responsible, mission-driven, and philanthropic projects.• Verified portfolio compliance with term loan conditions through performing quarterly credit reviews, updating borrower monitoring models, and reviewing credit memoranda, logging a 3% reduction in average account credit risk.

Bethesda, Md, Us

Interned in Seventy2 Capital's (member of Wells Fargo Advisors Financial Network) Bethesda, MD, headquarters office, supporting a wealth manager of focused on law and consulting executives. • Organized, analyzed, and tailored client portfolios to meet financial obligations and long-term goals through recommending financial products, identifying equity entrance and exit opportunities, and maximizing tax efficiency. • Conducted comprehensive economic and market research to prepare weekly reports on sector performance to assist financial advisors and clients in understanding the risk profile and market expectations of their investments. • Managed a mock portfolio with more than $1 mm in assets under management to provide outperform market returns by 51% through identification of undervalued equities and fixed income instruments using a self-made screener.

Belleair Bluffs, Fl, Us

Washington, Dc, Us

• Prepared federal funding request pitch book, including data on historical appropriations, researched statistics on need for inclusive sports, and reports on program impact, which was read by 315 members of Congress and staff.• Coordinated advocacy for 48 state delegations through grassroots outreach emphasizing program relevance, local return on investment, and capacity to serve constituents, arranging meetings with legislators for 200 athletes and 480 staff.• Secured fulfillment of requests by conducting monthly follow-up, preparing data-driven informational materials, and mobilizing co-sponsors through internal peer communication, resulting in 24% increase in annual appropriations.

Washington D.C, Us

• Compiled data and trends on domestic impact investing to provide baseline for expansion of consulting product offerings, while strategizing with officers to grow client base by 28%. • Explored economic and legal feasibility of blockchain and cryptocurrency technology to enhance product offerings for a small business-oriented investment management firm with more than 4,000 clients and $1.3 million in assets under management.• Identified opportunities for client debt financing through cryptocurrency issuance in order to preserve asset and equity ownership while enhancing investor attractiveness and providing cash inflow to fuel future growth.

Lawrenceville, Nj, Us

• Conceived policy to help state association create a more inclusive community for more than 26,000 athletes, 200 partner schools, countless volunteers, and corporate sponsors who annually contribute more than $1.8 million towards essential programming. • Emphasized outreach to underserved communities and researched methodologies to help the association to reach its goal of increasing Unified Champion Schools (UCS) exposure and participation in New Jersey public and private schools by 20%.

Oak Brook, Illinois, Us

• Appointed by board of directors to represent Constitutional Area I (the United States, its affiliates, the Bahamas, and Bermuda), a region consisting of more than 270,000 Lions and 45,000 Leos serving a total population of more than 350 million people. • Fostered international growth by coordinating membership programs, developing recruitment resources, and guiding newly chartered districts to increase global membership by 21% with net chartering of 366 clubs and addition of 6 nations/territories. • Strengthened service reporting through coordination with international staff and national/local leadership to improve club participation by 588% and total service reported by 326%, with more than 310 million people served during the 2021 fiscal year.• Liaised with board of directors to implement policy to empower global youth through enhanced leadership opportunities and professional development, including allocation of $32,000 annually for cultural exchange and training institute scholarships.

• Spearheaded transition from concept stage to development by compiling information on 37 financial indicators and analyses, presenting sample models for 21 stocks to programmers for an API-driven securities investment platform.• Envisioned user-friendly front-end mockups and advised production team while shortening lead time by 10% to design a functional proprietary mobile application for iOS and Android. • Collaborated with co-founders to acquire capital and envision corporate strategy, while reducing projected startup expenses by 15% to establish strong foundation for firm and explore avenues for scalability.

• Oversaw Assemblyperson’s constituent outreach by coordinating mailing of over 2,500 letters and 6,000 newsletter emails, while utilizing only 80% of quarterly postage allowance to improve efficiency and reach of vital information dissemination. • Conducted comprehensive research and legislative outreach on 41 sponsored or co-sponsored bills with 71% being passed by both houses of the legislature and enacted as state law.• Formulated a policy agenda alongside counterparts from 6 offices for a legislative-executive diplomatic mission to India, resulting in representatives negotiating contracts for 1,200 local jobs and new educational and industrial partnerships with 61 foreign firms.

• Fostered a spirit of collective growth through hands-on involvement and training in government affairs to increase political awareness amongst youth of South Asian descent in New Jersey as a member of cohort of eight high school and undergraduate students. • Networked with more than 40 key government officials, including the FCC Chairman, congressional staff, and members of the state legislature to enhance understanding of domestic affairs and legislative services. • Guided completion of capstone project concerning bullying in the Asian Pacific Islander community by assisting fellows and conducting comprehensive research to outline 19 policy recommendations for enhancing student safety and success in primary and secondary schools nationwide.

Bachelor Of Science - Bs, International Business And Finance

High School Diploma

Education record