K

Kalpit Gajjar

Operations Associate

Gandhinagar, Gujarat, India7 yrs 6 mos experience
Highly StableAI Enabled

Key Highlights

  • Over six years of experience in investment and banking.
  • Expertise in fixed-income investing and FX derivatives.
  • Advanced certification in Data Science from IIIT Bangalore.
Stackforce AI infers this person is a Fintech professional with strong expertise in investment operations and risk management.

Contact

Skills

Core Skills

Fund OperationsRegulatory ComplianceFixed-income InvestingDerivatives TradingMortgage UnderwritingKyc VerificationBanking OperationsCustomer Relationship Management (crm)

Other Skills

AI for Business AnalysisAI for Powered ResearchAccount ManagementAccounts Payable & ReceivableAdobe PhotoshopAnalytical SkillsAnti-Money Laundering (AML)Back Office OperationsBankingBanking RelationshipsBranch BankingBrokerageBusiness AnalysisCapital MarketsCash Management

About

With over six years of experience in the investment and banking industry, I have developed a strong foundation in global markets, fixed-income investing, FX derivatives, and banking operations. Currently, I am an Operations Analyst at AlphaGrep Investment Management, where I contribute to optimizing investment operations and ensuring efficiency in financial processes. Previously, I worked at Bank of America in the Global Markets domain, where I gained hands-on experience in fixed-income investing, FX derivatives, and risk management. Prior to that, I was part of the hazard insurance and mortgage underwriting team, further expanding my expertise in financial risk assessment. Before joining Bank of America, I served as a Senior Officer at ICICI Bank, where I honed my skills in banking operations, financial analysis, and client relationship management. In addition to my professional experience, I have pursued continuous learning in data science and finance. I completed an Advanced Certification in Data Science from IIIT Bangalore, where I worked with Excel, SQL, Python, NLP, AI, Machine Learning, Tableau, and AWS. My academic background also includes a PGDBO in Banking Operations from NIIT and a Bachelor of Commerce from Gujarat University. Passionate about financial markets, investment strategies, and risk management, I thrive in dynamic environments that require analytical thinking and problem-solving. Always eager to learn and grow, I am committed to leveraging my expertise to drive impactful financial decisions. Let’s connect and discuss opportunities in the world of investments, banking, data science, and global markets!

Experience

Alphagrep investment management

Operations Analyst

Mar 2025Present · 1 yr · Gandhinagar, Gujarat, India · On-site

Client OnboardingHedge FundsFund OperationsNet Asset Value (NAV)Customer Due Diligence (CDD)Cash Management+2

Bank of america

2 roles

Senior Associate

Promoted

Nov 2022Mar 2025 · 2 yrs 4 mos

Fixed-Income InvestingDerivatives TradingSettlementOTC MarketsBusiness AnalysisInternational Swaps and Derivatives Association (ISDA)+13

Team Member

Jan 2021Nov 2022 · 1 yr 10 mos

Hazard InsuranceMortgage UnderwritingKYC VerificationMortgage ServicingMortgage LendingUS Mortgage

Icici bank

Senior Officer

Aug 2018Nov 2020 · 2 yrs 3 mos

Banking OperationsCustomer Relationship Management (CRM)Branch BankingPhone EtiquetteBack Office OperationsBanking+2

Education

International Institute of Information Technology Bangalore

Advance certificatation in Data Science — Data Science

Aug 2022May 2023

National Institute of Information Technology

PGDBO — Banking operations

Jun 2018Aug 2018

Gujarat University

Bachelor of Commerce

Jan 2015Jan 2018

Stackforce found 100+ more professionals with Fund Operations & Regulatory Compliance

Explore similar profiles based on matching skills and experience