Mayur Joshi

I am a dedicated and results-driven professional with solid experience in presentation creation, team management, MIS reporting, and operational management in the investment banking industry. Known for my strong work ethic, integrity, and ability to perform effectively in high-pressure environments.

Creative Designer II - Kearney Pvt Ltd. Co.

(2025-03 - 2025-10)

As a Designer crafting PowerPoint presentations plays a key role in visual communication. Their job is to translate ideas into compelling visual narratives that align with brand identity, target audience, and pitch objectives.

• Graphic Design Tools: PowerPoint, MS Word, Excel
• Layout: Strong eye for alignment, spacing, and visual hierarchy
• Data Visualization: Turn data into charts, graphs, infographics
• Creativity: Present ideas in a fresh, unique, yet professional way
• Communication: Understand pitch goals and interpret feedback

Associate (Fund Servicing Associate) - J.P. Morgan Chase & Co.

(2022-11 - 2024-05)

• Prepared and formatted high-quality presentation decks for control meetings and senior leadership (Senior Head) visits, ensuring accuracy, clarity, and adherence to firm standards.
• Managed headcount tracking and reporting, supporting workforce planning and management reviews.
• Performed PMO responsibilities, maintaining centralized databases for multiple reporting requirements and providing timely data to regional leads as needed.
• Analyzed complex datasets and produced management reports including Daily MIS, Monthly MIS, Automatch reports, and Newton delay reports, distributing insights to regional leads and senior management.
• Handled Cost-to-Serve (CTS) requests by coordinating with regional stakeholders, gathering and validating data, maintaining historical databases, obtaining ED approvals, and submitting final outputs to the Demand Management team.
• Designed and implemented Alteryx workflows to automate reporting and operational processes, significantly improving team efficiency; regularly updated workflows to meet evolving business requirements.
• Supported audit-related activities by validating data, resolving queries, and sharing observations and findings with team leads.

Team Leader (Analyst) - J.P. Morgan Chase & Co.

(2015-02 - 2022-10)

CIB Presentation Production Services

• Managed global workflow queues, ensuring smooth allocation of work and timely delivery across regions.
• Monitored team productivity, quality, and timeliness metrics, providing regular guidance and coaching to meet SLAs and client expectations.
• Handled day-to-day operational queries and issue resolution, ensuring minimal escalation and uninterrupted service delivery.
• Analyzed banker feedback and shared actionable insights with managers to improve service quality and client satisfaction.
• Managed local and global resource allocation to efficiently support round-the-clock operations and peak workload periods.
• Conducted refresher trainings to enhance technical skills, process knowledge, and adherence to quality standards.
• Worked on live strategic projects, including Quality Assurance initiatives, in collaboration with Senior Managers and Analysts.
• Served as a key liaison between senior management and team members, ensuring clear communication, alignment, and issue resolution.

Senior Presentation Specialist - J.P. Morgan Chase & Co.

(2010-02 - 2015-02)

• Provided constructive feedback and coaching to team members to continuously improve quality, accuracy, and productivity.
• Maintained strong coordination and communication with bankers, onshore managers, local leadership, and team members to ensure seamless service delivery.
• Demonstrated and enforced professional ethics and compliance standards, ensuring completion of mandatory trainings across the team.
• Proactively prioritized and monitored global resources across centers to meet client requirements, leveraging global coverage to address client-critical and urgent requests.
• Ensured comprehensive shift handovers, including clear verbal explanations and detailed written shift notes, to maintain workflow continuity.

Presentation Specialist - J.P. Morgan Chase & Co.

(2005-02 - 2010-02)

• Partnered with management to implement best practices, operational improvements, and policy adherence across the function.
• Developed high-quality, high-impact presentation decks for global investment bankers, supporting client pitches, internal reviews, and senior management discussions.

Temp Clerk - Progressive Co-operative Bank

(2002-06 - 2005-02)

• Handling clearing department (Inward and outward clearing)
• Cash dept. & all other banking routine works Typing letters, making DD, Cash receipt Entries, A/c. opening etc. from 6th June 2002 to 9th February 2005

Temp Clerk - Saraswat Co-Operative Bank

(2000-11 - 2001-05)

• Worked with Saraswat co-op Bank for six months as a Temp Clerk
• Handling clearing department, banking routine work clearing cheques, Typing, Dispatch and inward outward of cheques & documents from 29th November 2000 to 23rd May 2001

Sales Executive - S. B. I. Credit Card, Wings Sales Promotion

(2000-08 - 2000-11)

• Worked with State Bank of India Credit Card for 4 months as sales Executive for promoting the Credit Card in Corporate Banks and other companies from 5th August 2000 to 7th November 2000

PGDBM - Operations and Management - Welingkar Institute of Management (WeSchool) (2020-12)

Masters in Financial Management (MFM) - Financial Management

Advance Graphic Diploma - Graphic Design

DNIIT HWC - Honors Diploma in Web Centric Curriculum - NIIT (From NIIT Churchgate Centre) (2002-05)

B. Com - Bachelor of Commerce - D. T. S. S. College of Commerce (1999)