Shwetank Dixit profile photo 1 on Tal

Shwetank Dixit

Valuation Control - JPMC | Ex - Credit Suisse , Macquarie

Bengaluru

4+ years of work experience

JPMorganChase
Apr 20251 yr 7 mosPresent

Bengaluru, Karnataka, India

JPMorganChase
Apr 20251 yr 7 mosPresent

Perform IPV and VA on a diverse portfolio: Municipal Bonds, Options, Futures, FX Forwards, Swaptions, BGS, CDS, and Mortgage Indices. Conduct backtesting of securitised products and derivatives. FVH of products and provide senior stakeholders with risk commentary on level-2/3 positions. Built Streamlit dashboards in Python for Munis benchmarking and comparable analysis and daily P&L Threshold (PT) reporting, replacing manual Excel workflows. Developed visual analytics dashboards on Databricks and Sigma, enabling self-serve reporting for the valuation control team across product lines. Highlight your accomplishments, using numbers if possible.
Macquarie Group
Mar 20241 yr 2 mosApr 2025

Gurugram, Haryana, India

Managed daily P&L reporting for Structured Notes, Islamic Finance, and China Investments (loans and deposits); prepared consolidated P&L for the Commodities and Global Markets (CGM) division. Built an EVA trend analysis model on Dataiku, enhancing strategic decision-making for senior management. Spearheaded automation projects to reduce manual dependency and improve accuracy; collaborated with teams to identify manual processes and implement python solutions to improve workflow efficiency. Automated daily P&L reporting via Excel VBA macros; partnered across Operations and IT to ensure data integrity and alignment with operational standards.
Credit Suisse
May 20222 yrs 1 moMay 2024

Pune, Maharashtra, India

Credit Suisse
May 20221 yr 10 mosFeb 2024

Pune, Maharashtra, India

Covered derivatives (options, futures, FX forwards, swaptions), bonds and loans; applied US GAAP, IFRS, and SWISS GAAP Daily P&L reconciliation and credit risk validation via Bloomberg; validated credit spread movements for level-3 trades and managed regulatory proxies Led month-end close: B/S corrections, manual journal entries, and CVA/FVA valuation adjustments ensuring accurate reporting and timely completion Developed Excel VBA macros and Python scripts automating financial reporting, achieving -30% reduction in manual effort and strengthening internal controls Played an active role in M&A due diligence, ensuring smooth integration of financial systems and accurate book closure Prepared regulatory reports (SOX, Internal Audit); reconciled quarterly FAS 107 accrual-accounted disclosures Provided senior management with insightful business performance commentaries, collaborating with traders and business line management Trained and supervised staff in various daily and monthly controllership functions.
Intellify
Jun 20203 mosAug 2020

Khoon
May 20202 mosJun 2020

Shwetank’s AI Stack

claude code
claude code
claude
claude
cursor
cursor
gemini
gemini
github copilot
github copilot

Education

Symbiosis institute of Management Studies

Master of Business Administration - MBA

Symbiosis institute of Management Studies

20202 yrs2022
SRM IST Chennai

Bachelor of Technology, Information Technology

SRM IST Chennai

20164 yrs2020

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Headline

Valuation Control - JPMC | Ex - Credit Suisse , Macquarie

Location

Bengaluru

AI stack

claude code

claude

cursor

gemini

github copilot

Work experience

Associate - Valuation Control at JPMorganChase, Apr 2025 - Present · 1 yr 7 mos, Bengaluru, Karnataka, India

Controller at JPMorganChase, Apr 2025 - Present · 1 yr 7 mos, Perform IPV and VA on a diverse portfolio: Municipal Bonds, Options, Futures, FX Forwards, Swaptions, BGS, CDS, and Mortgage Indices. Conduct backtesting of securitised products and derivatives. FVH of products and provide senior stakeholders with risk commentary on level-2/3 positions. Built Streamlit dashboards in Python for Munis benchmarking and comparable analysis and daily P&L Threshold (PT) reporting, replacing manual Excel workflows. Developed visual analytics dashboards on Databricks and Sigma, enabling self-serve reporting for the valuation control team across product lines. Highlight your accomplishments, using numbers if possible.

Product Controller at Macquarie Group, Mar 2024 - Apr 2025 · 1 yr 2 mos, Gurugram, Haryana, India, Managed daily P&L reporting for Structured Notes, Islamic Finance, and China Investments (loans and deposits); prepared consolidated P&L for the Commodities and Global Markets (CGM) division. Built an EVA trend analysis model on Dataiku, enhancing strategic decision-making for senior management. Spearheaded automation projects to reduce manual dependency and improve accuracy; collaborated with teams to identify manual processes and implement python solutions to improve workflow efficiency. Automated daily P&L reporting via Excel VBA macros; partnered across Operations and IT to ensure data integrity and alignment with operational standards.

Product Controller at Credit Suisse, May 2022 - May 2024 · 2 yrs 1 mo, Pune, Maharashtra, India

Product Controller at Credit Suisse, May 2022 - Feb 2024 · 1 yr 10 mos, Pune, Maharashtra, India, Covered derivatives (options, futures, FX forwards, swaptions), bonds and loans; applied US GAAP, IFRS, and SWISS GAAP Daily P&L reconciliation and credit risk validation via Bloomberg; validated credit spread movements for level-3 trades and managed regulatory proxies Led month-end close: B/S corrections, manual journal entries, and CVA/FVA valuation adjustments ensuring accurate reporting and timely completion Developed Excel VBA macros and Python scripts automating financial reporting, achieving -30% reduction in manual effort and strengthening internal controls Played an active role in M&A due diligence, ensuring smooth integration of financial systems and accurate book closure Prepared regulatory reports (SOX, Internal Audit); reconciled quarterly FAS 107 accrual-accounted disclosures Provided senior management with insightful business performance commentaries, collaborating with traders and business line management Trained and supervised staff in various daily and monthly controllership functions.

Program Manager at Intellify, Jun 2020 - Aug 2020 · 3 mos

Fundraiser at Khoon, May 2020 - Jun 2020 · 2 mos

Education

Master of Business Administration - MBA, Symbiosis institute of Management Studies

Bachelor of Technology, Information Technology, SRM IST Chennai