Jay Kumar

Operations Associate

Mumbai, Maharashtra, India6 yrs 3 mos experience

Key Highlights

Reduced reporting turnaround time by 90%
Developed data-driven solutions for client risk monitoring
CFA Level II Candidate with strong finance expertise

Stackforce AI infers this person is a Fintech professional with expertise in data analytics and risk management.

Contact

Skills

Core Skills

Data AnalyticsRisk Management

Other Skills

AdministrationAnalytical SkillsArtist DevelopmentBusiness AdministrationBusiness DevelopmentCloud ComputingCloud SecurityCloud ServicesCloud StorageCloud dataCloud networkingCommunicationDanceDashboard MetricsData Analysis

About

I’m a finance professional with a strong interest in investment banking, capital markets, and risk-based financial decision making. I’m particularly interested in how data, valuation, and market dynamics intersect to inform strategic and investment outcomes. At Morgan Stanley, I work in Wealth Management Financial Crime Risk within the Data & Analytics team, where I design data-driven solutions to improve visibility into client risk. My work involves building data architectures, developing dashboards, and streamlining processes to enhance monitoring, efficiency, and regulatory compliance. By automating reporting workflows, I have reduced turnaround time for key risk reports by approximately 90%, resulting in a significant improvement in operational efficiency. I focus on translating complex risk signals into clear insights for senior stakeholders. I’m currently a CFA Level II Candidate and proactively building expertise in financial analysis, markets, and investment decision-making. Outside of work, I’m involved in film and choreography and enjoy playing squash. I'm always looking to grow my personal and professional network. Feel free to connect via LinkedIn or contact me directly at jaykumar3498@gmail.com

Experience

Morgan stanley

2 roles

Associate | Data & Analytics

Promoted

Jan 2026 – Present · 2 mos · Mumbai · Hybrid

Accomplishments include:
Designed the business logic for periodic reviews of high-net-worth (HNW) clients across digital and advisory channels, enhancing audit transparency for firm-wide governance
Built a centralized dashboard to track Enhanced Due Diligence workflows across 70+ markets, improving transparency and enabling Financial Advisors to monitor risk review progress more efficiently.

Data AnalysisData VisualizationRisk ManagementDashboard MetricsData Analytics

Analyst | Data & Analytics

May 2024 – Jan 2026 · 1 yr 8 mos · Mumbai · Hybrid

Worked on data and analytics solutions to strengthen client risk monitoring and improve operational efficiency across wealth management processes.
Built 5+ risk monitoring dashboards and reporting tools used by senior management to track client risk exposure
Reduced reporting turnaround time for field reports by 92% enabling real-time risk mitigation for Financial Advisors and Risk Officers

TableauDataikuData AnalysisData AnalyticsRisk Management

Ey

Analyst | Data & Analytics

Jun 2022 – May 2024 · 1 yr 11 mos · Pune · Hybrid

Accomplishments include:
Collaborated with global stakeholders across US, EMEA and APAC to monitor global AI adoption trends and enabled data-driven capital allocation
Co-developed an internal LLM chatbot using OpenAI and Streamlit to streamline the retrieval and synthesis of complex insurance data, reducing manual research time by ~30%

Microsoft Power BIPySparkData Analytics

Career break

Personal goal pursuit

Jun 2019 – Dec 2021 · 2 yrs 6 mos · Mumbai Metropolitan Region

Pursued professional creative and performance projects in film and dance while developing leadership, coordination, and event management experience.
Led choreography and performance projects for stage and film productions
Coordinated teams, schedules, and rehearsals for large-scale events at Nritya Shakti
Managed end-to-end planning and execution, strengthening communication and stakeholder management skills

Nomura

Summer Intern

May 2018 – Oct 2018 · 5 mos · Mumbai · On-site

Accomplishments include:
Communicated with external vendors for procurement and arrangement of resources
Supported the coordination of training programs, including scheduling sessions, arranging venues, and managing logistics for both in-person and virtual training sessions.
Worked on the development and refinement of training materials, encompassing presentations, e-learning modules and external sessions.