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Kalpit Gajjar

Operations Associate

Gandhinagar, Gujarat, India7 yrs 7 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

7 yrs 7 mos
Total Experience
3 yrs 2 mos
Average Tenure
1 yr 2 mos
Current Experience

Alphagrep investment management

Operations Analyst

Mar 2025Present · 1 yr 2 mos · 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

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