Vishal Jalan

Business Development Executive

Mumbai, Maharashtra, India5 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

25M+ impressions on LinkedIn
Mentored over 4,000 professionals
Guest speaker at premier institutions

Stackforce AI infers this person is a Finance professional with expertise in investment management and financial analysis.

Contact

vishaljalan222@gmail.com LinkedIn

Skills

Core Skills

Asset ManagementData AnalysisFinancial AnalysisBudgeting & ForecastingBusiness DevelopmentSales

Other Skills

Market CommentaryMacroeconomic AnalysisBloomberg TerminalAttribution AnalysisPitch BooksRFP/DDQFactSetFinancial ReportingTrend AnalysisBrand DevelopmentBusiness StrategyCustomer Relationship Management (CRM)Content DevelopmentPublic SpeakingInterview Skills Training

About

Vishal is a multifaceted finance professional with experience across investment management, FP&A and business management. He holds an MBA in Finance from K.J. Somaiya Institute of Management, Mumbai and currently works at J.P. Morgan Asset Management as an Investment Specialist in the Multi-Asset Solutions team. He previously built strong financial grounding at Citi in FP&A and strengthened his leadership skills at Galvanizing Potential. Beyond his corporate role, Vishal is a mentor, public speaker and content creator with 25M+ impressions and a community of more than 50,000 professionals on LinkedIn. An experienced GDPI trainer and resume expert, he has reviewed 450+ resumes and mentored 4,000+ aspirants and professionals across B-school and corporate selection processes. He has been invited as a guest speaker at premier institutions including NMIMS, SRCC, XIMB, K.J. Somaiya, SIES and others, speaking on careers, resumes, finance, GDPI strategy and LinkedIn growth. Driven by curiosity, he enjoys exploring markets, strategy, mythology, sports and public policy. Outside work, he spends his time reading, staying fit, playing cricket and contributing to social impact initiatives.

Experience

5 yrs 7 mos

Total Experience

1 yr 10 mos

Average Tenure

3 yrs 5 mos

Current Experience

Jpmorganchase

2 roles

Associate: Investment Specialist

Jan 2026 – Present · 4 mos · Mumbai, Maharashtra, India

Analyst: Investment Specialist

Dec 2022 – Jan 2026 · 3 yrs 1 mo · Mumbai, Maharashtra, India

Authored detailed market commentaries, providing clients with insightful analysis and perspectives on global economic trends, asset performance and market dynamics to support informed investment decisions
Prepared high-quality pitchbooks and performance decks for a diverse range of investment products and strategies, effectively communicating complex financial concepts and potential investment opportunities to prospective clients
Conducted in-depth analysis to support asset allocation decisions across various asset classes, including equities, fixed income, commodities, and alternatives
Managed tactical, strategic, income, and absolute return models, ensuring alignment with client objectives and market conditions
Analysed Factor ETFs (Value, Quality, Momentum) and ESG ETF strategies utilizing quantitative models to identify and capitalize on investment opportunities
Performed data analysis on market indices including MSCI, S&P, Russell, and FTSE using Factset and Bloomberg
Crafted and reviewed responses to RFPs and DDQs that integrated attribution analysis and risk assessment data, addressing client-specific queries
Awarded with the Business Excellence Award twice and Quarterly Individual Award for consistently upholding and enhancing high-quality standards

Market CommentaryMacroeconomic AnalysisBloomberg TerminalAttribution AnalysisPitch BooksRFP/DDQ+3

Citi

Financial Planning Analyst (FP&A)

Aug 2021 – Sep 2022 · 1 yr 1 mo · Mumbai, Maharashtra, India

Prepared and analysed financials and key drivers for Asia Cards business for Business Head reviews
Monitored and analysed weekly performance metrics of Asia Cards Sales for Asia CFO
Identified data patterns & trends, and provided insights to enhance business decision making capability
Tracked the macroeconomic indicators that contribute to the business performance of Citi
Used Tableau, Power BI & Knime to create reports and recommended courses of action to upper management
Built and maintained databases for forecasting for future financial performance
Awarded with Copper Award - Citi Gratitude Program for exceptional performance in role transition

Financial ReportingFinancial AnalysisTrend AnalysisBudgeting & ForecastingData Analysis

Tata steel

Financial Analyst

Jul 2020 – Aug 2020 · 1 mo

Conducted a comprehensive comparative analysis of Tata Steel, utilizing ratio and trend analysis to derive actionable insights.
Examined and interpreted historical and current financial statements to assess the company’s financial health and performance trajectory.

School of market studies

Macroeconomic Analyst

Jun 2020 – Jul 2020 · 1 mo

Analyzed data for 2,400+ ETFs across 70 countries, focusing on sector performance, growth rate, and assets under management (AUM).
Designed an interactive Tableau dashboard for data visualization, effectively presenting key insights and trends.
Led collaboration with a 10-member team to evaluate macroeconomic data from five countries, driving deeper market understanding.

Future generali india life insurance

Finance Intern

May 2020 – Jun 2020 · 1 mo

Developed comprehensive market intelligence reports by tracking and analyzing multiple market indicators.
Conducted in-depth equity research on the Telecommunications sector, utilizing both qualitative and quantitative analysis, alongside industry-specific KPIs.
Authored a detailed report on “Best Stocks to Buy” across various sectors, leveraging fundamental and technical analysis to guide investment decisions.

Finlatics

Portfolio Management Intern

May 2020 – Jun 2020 · 1 mo

• Created and managed a real-time simulated portfolio on BSE 500 listed companies

Vardhan consulting engineers

Project Finance Intern

Nov 2019 – Dec 2019 · 1 mo

Created Financial Model of 50 Flats Residential Housing Project in Gurgaon using DCF valuation method
Evaluated project using tools such as VAR, IRR, NPV, DSCR, Non-Recourse Debt, Mezzanine Finance

Gp edventure (erstwhile galvanizing potential)

Management Executive

Jun 2018 – Jul 2019 · 1 yr 1 mo · Ranchi, Jharkhand, India · On-site

Worked closely with Director and CEO to develop customer acquisition strategies to obtain maximum sales volume and profitability
Researched and built relationships with 15+ new clients by strategically planning approaches and customized pitches
Developed engaging content across all company social media platforms, increasing brand visibility by 25%
Identified client needs and introduced new product offerings, resulting in a 20% increase in sales
Supported sales representatives in expanding their territory, contributing to a 20% year-over-year sales growth
Awarded by the Director in recognition of exceptional performance, commitment to excellence, and consistent delivery of high-quality work

SalesBusiness DevelopmentBrand DevelopmentBusiness StrategyCustomer Relationship Management (CRM)