KRINA S.

PATEL
(610) 703-1915 | krina4422@gmail.com | Brooklyn, NY 11201

PROFESSIONAL EXPERIENCE
J.P. Morgan Chase, Brooklyn, NY
Analyst – Institutional MMMF Settlement Specialist April 2016 - Present
 Monitor, analyze, and process mutual fund transactions, including the facilitation of accurate/timely settlements and
mitigation of risks associated with trade life cycle
 Reconcile daily/monthly positions, balances, and rate processing into JPMSI proprietary systems
 Resolve complex trade and settlement issues by working directly with external clients, front office sales, and technology
 Manage client expectations on liquidation timing and work with front office to provide investment options
 Act as Operations liaison with technology to perform UAT of system enhancements and automation processes
 Reduce trade and informational risk errors by automating the transmission of customer data and trading activity

Analyst – Alternative Investments January 2015 – March 2016

 Executed and ensured settlement of Alternative Investment transactions for hedge fund and private equity clients
 Investigated position discrepancies within client portfolios; reconciled and presented solution to senior management
 Directed client interaction to assist with asset allocation and independently navigated to resolve complex inquiries
 Generated standard servicing agreements for the onboarding of new products; mitigated operational risk by implementing
controls around authorized signors

PECO Energy, Berwyn, PA

Summer Business Analyst – Gas Engineering & Design April 2013 – September 2013
 Partnered with the Contractor Liaisons in maintaining their first bill audits to ensure new customer payments
 Secured gas maps associated with new requests to assure customer location in proximity to gas mains
 Input customer location data into master service and billing system as part of gas meter setup process
 Prepared calculations on the cost of supplying gas in a specific municipality in relation to meter proximity

EDUCATION / CERTIFICATIONS

DREXEL UNIVERSITY, Philadelphia, PA June 2014

Bachelor of Science in Mathematics, National Honor Society (GPA: 3.4)

FINRA Series 99 License August 2018

LEADERSHIP/VOLUNTEER

Program Support Lead, Diversity & Inclusion – JPMorgan Securities Operations September 2019 – Present
 Streamlined the process of gathering updates from fellow Global D&I leads by creating a SharePoint site and
standardizing the input points
 Compiled monthly D&I executive steering committee deck which emphasizes recruitment, retention, development and
advancement of diverse talent
 Assisted in the coordination of various events and initiatives promoting themes of diversity & inclusion across the
Brooklyn campus, including Moments & You and Sit With Me

Champion, Asian and Pacific Islanders Reaching for Excellence – JPMorgan April 2019 – Present
 Participated in organizing a cultural celebration of Diwali for JPM employees, including managing a team of 20 volunteers
to provide free Henna painting

RELATED SKILLS
Computer: Microsoft Office: (Word, Excel, PowerPoint-PitchPro+), SharePoint
Languages: Fluent in Gujarati, Conversant in Spanish