Akif Bhatti

Investment banking-focused finance professional with experience across financial analysis, valuation, and capital markets, seeking opportunities within Investment Banking, M&A. ACCA-qualified, with hands-on experience in financial modeling, DCF, and transaction analysis alongside strong knowledge in Leveraged Finance, Pitch Book, Capital Structuring (ECM & DCM) and Due Diligence. Currently an Associate at J.P.

Morgan supporting global equity and derivatives markets, with prior experience in investment analysis and portfolio management. Bring strong analytical rigor, execution discipline, and collaborative communication to fast-paced deal environments.

Trade Lifecycle Manager – Market & Securities – Associate - JP MORGAN CHASE BANK N.A

(2025-03)

• Support post-trade execution and settlement for equity transactions across Emerging MENA and EMEA markets, ensuring accurate delivery, funding, and risk mitigation across high-volume trading activity.
• Serve as a key liaison between Middle Office, brokers, custodians, and internal risk teams to resolve settlement breaks, funding constraints, and trade discrepancies under tight deadlines.
• Analyse settlement, liquidity, and counterparty risks, escalating material exposures and supporting timely resolution to minimize financial impact.
• Contribute to process optimization initiatives aimed at improving controls, reducing fails, and increasing operational efficiency.
• Build strong working knowledge of global market structures, depositories, and regulatory environments relevant to cross-border capital flows.

Trade Lifecycle Manager – Structured Derivatives – Associate - JP MORGAN CHASE BANK N.A

(2022-04 - 2025-02)

• Managed end-to-end lifecycle for structured derivative products across U.S., EMEA, and APAC markets, including complex settlement, expiry, and redemption events.
• Supported high-value funding and payment activity (up to $100M), coordinating with treasury and liquidity teams to resolve breaks and ensure timely execution.
• Assessed operational, credit, and market risks associated with derivative settlements, evaluating P&L and balance sheet impacts.
• Partnered with global stakeholders to resolve reconciliations, strengthen controls, and support regulatory compliance requirements.
• Participated in daily desk reviews addressing settlement risk, liquidity exposure, and exception management.

Finance Manager & Investment Analyst - Golden Globe Merchants Ltd

(2017-09 - 2022-03)

• Led financial strategy, investment analysis, and capital allocation decisions for a diversified trading and investment business.
• Managed a £20M investment portfolio, conducting ROI, NPV, and IRR analysis to support value-accretive investment decisions.
• Developed feasibility studies and valuation analyses for new investment opportunities, including entry into a property development investment.
• Produced management reporting, forecasts, and financial models used by senior leadership for strategic planning and growth initiatives.
• Oversaw full accounting and reporting cycle, ensuring strong internal controls and disciplined financial management.

ACCA Qualified - BPP University

BSc Honours - Applied Accounting and Finance - Oxford Brooks University

Certified Financial Advisers - Investment - The London Institute of Banking & Finance