Surya KLSV - MBA, CQF — Associate Consultant

As an Associate at J.P. Morgan within the Asset and Wealth Management line of business, Surya holds a pivotal role within the Sustainable Portfolio Management team, supporting the Sustainable Equity, Fixed Income, and Multi-Asset ESG specialized strategies, by assessing a multitude of ESG criteria. Surya's contributions guide investment decisions across global markets, including the US, UK, Europe, Japan, and APAC. Surya brings a unique perspective and invaluable insights to the strategic decision-making processes. His proficiency in building quantitative models enhances the team's ability to identify and capitalize on compelling investment opportunities. Leveraging advanced tools such as Bloomberg, FactSet, Morningstar, and MSCI, Surya consistently elevates the standard of portfolio management capabilities. Before joining J.P. Morgan, Surya established himself as a seasoned Financial Services professional at Morgan Stanley Wealth Management with impeccable execution skills and techno-functional expertise in leading large-scale Global Wealth projects for Financial Advisors and Ultra-high Net Worth Individuals in Financial Planning & Advisory, Wealth Strategies Advisory, Investment Analytics, Digital Transformation, and Digital Banking teams. His contributions resulted in reduced investment risk, high operational efficiencies, and scalable client servicing solutions. Having completed his MBA (Finance), Surya is advancing toward his CFA Charter. He acquired his CQF designation in 2024 and is an EPAT alumnus. His practice areas of interest include Sales and Trading, Institutional Equities, Asset Management, Equity Research, and Private Equity. Surya also has exposure in Real Estate, Applied Finance, Capital Markets, and Portfolio Management. Driven by a passion for excellence, Surya is committed to furthering his career in the fund management industry, advancing J.P. Morgan's mission of making dreams possible for its clients.

Stackforce AI infers this person is a Fintech professional with expertise in Sustainable Investment and Wealth Management.

Location: Mumbai, Maharashtra, India

Experience: 10 yrs

Skills

Sustainable Portfolio Management
Investment Strategy
Sales Trading
Asset Management
Wealth Management
Digital Banking

Career Highlights

Expert in Sustainable Portfolio Management and ESG integration.
Proven track record in quantitative modeling and investment strategies.
Strong leadership in digital transformation and wealth management.

Work Experience

J.P. Morgan

Associate, Asset & Wealth Management (2 yrs 3 mos)

Edelweiss Tokio Life Insurance

Chief Manager, Equity Investments (3 mos)

AmplifyME

Summer Analyst (0 mo)

Morgan Stanley

Senior Manager, Wealth Management (7 yrs 9 mos)

Education

Certificate in Quantitative Finance at CQF Institute

Executive Program in Algorithmic Trading (EPAT) at QuantInsti

Real Estate Economics and Finance at The London School of Economics and Political Science (LSE)

Level 6 Diploma (Applied Finance) at LIBF

B.E.(Hons) at Birla Institute of Technology and Science, Pilani

Surya KLSV - MBA, CQF

Associate Consultant

Mumbai, Maharashtra, India10 yrs experience

Highly StableAI Enabled

Key Highlights

Expert in Sustainable Portfolio Management and ESG integration.
Proven track record in quantitative modeling and investment strategies.
Strong leadership in digital transformation and wealth management.

Stackforce AI infers this person is a Fintech professional with expertise in Sustainable Investment and Wealth Management.

Contact

surya.klsv@jpmorgan.com +919008389897 LinkedIn

Skills

Core Skills

Sustainable Portfolio ManagementInvestment StrategySales TradingAsset ManagementWealth ManagementDigital Banking

Other Skills

Applied FinanceAutomation initiativesBloombergCapital MarketsDCF/SOTP financial modelsDigital transformationESG criteria assessmentEquity ResearchFactSetInstitutional EquitiesInvestment thesis formulationMSCIMarket makingMorningstarOptimization modeling

About

Experience

J.p. morgan

Associate, Asset & Wealth Management

Dec 2023 – Present · 2 yrs 3 mos · Mumbai, Maharashtra, India · Hybrid

Multi-asset Investment Specialist (Specialized Strategies)
Part of the Sustainable Portfolio Management team ($1.5+Bn Aum) supporting Equity and Fixed Income Strategies
Our investment philosophy is to generate superior risk-adjusted returns against traditional benchmarks by integrating ESG characteristics into the investment decision-making process
Asset class specializations: Cyclicals (Industrials, Utilities, Energy, Commodities)
Economic coverage: Developed World (US, Europe, Japan)
Conducts secondary market research with unparalleled privileged access to sell-side
Maintains regression based quant models for investment signals
Owns end to end fund management data (performance, risk, attribution, exposure analysis)

ESG criteria assessmentQuantitative modelingBloombergFactSetMorningstarMSCI+2

Edelweiss tokio life insurance

Chief Manager, Equity Investments

Sep 2023 – Dec 2023 · 3 mos · On-site

CIO office

Amplifyme

Summer Analyst

Jun 2022 – Jun 2022 · 0 mo

Amplify Summer program is world-renowned for creating the best-equipped candidates to enter today's financial industry in the fields of Sales Trading, Commodity Trading, Asset Management, Equity Research, Equity Capital Markets, Private Equity, and many more.
Generated 12% yield on a $20MM virtual portfolio with a global macro, equity, long-only strategy
Traded energy prices through Hurricane Harvey + executed a calendar crack box spread gaining $2.99 MM
Involved in market making and managed risk by skewing spreads and hedging long/short axe with ETF
Created DCF/SOTP financial models, formulated investment thesis and led Amazon stock pitch
Understood primary capital market mechanics and simulated IPO book building within APAC group

Yield generationMarket makingRisk managementDCF/SOTP financial modelsInvestment thesis formulationSales Trading+1

Morgan stanley

Senior Manager, Wealth Management

Aug 2013 – May 2021 · 7 yrs 9 mos · Bengaluru, Karnataka, India

Investment Analytics:
End-to-end ownership of a 7-member cross-functional team - Wealth Strategies Advisory (WSA)
Optimization modeling and Predictive Analytics to forecast ultra HNI client portfolios (>$25MM)
Improved the performance of employee stock options pricing algorithms to service new markets
Conceptualized and executed a risk mitigation strategy for fund allocations ($25MM/ client) across
111+ asset classes (Equities, Fixed Income, Commodities, Private Equity, Real Estate, etc.)
Digital Transformation:
Worked extensively within Global (US, UK, China, Russia) teams comprising Business, UX, and, Ops
Onboarded diagnostics technology to expedite handling of mission-critical failures
Spearheaded an automation initiative improving productivity by 75% and affected 10+ teams
Digital Banking:
Seamless digital banking and financial planning experience for millions of retail households
Integrated Asset aggregation platform (Yodlee) and peer-2-peer payments network (Zelle)
Recruitment:
Pioneered blended learning methodology and trained hundreds of new joiners
Part of the coveted Morgan Stanley campus recruitment panel and conducted 300+ interviews
Rewards:
"Doing the Right Thing" award (twice)
"Best Teamwork" award among 20+ incoming Analyst Teams
Promoted thrice for excellent performance and promoting the firm's culture and core values (Do the
right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give
back). Positions held include Analyst, Associate, Senior Associate, Manager, and Senior Manager