Spandan Panda
Location
Houston, TX
Education
R
Rice University
August 2019 - May 2021
degree
MBA
majors
Business Administration
Finance
D
DELHI TECHNOLOGICAL UNIVERSITY
Work Experience
J
JP MORGAN CHASE & CO. (Private Bank)
Summer Associate
HOUSTON, TX, US
June 2020 - August 2020
company
JP MORGAN CHASE & CO. (Private Bank)
title
Summer Associate
overview
- Prepared business development strategy deck utilizing JP Morgan's internal and external network and resources to prospect High and Ultra High Net Worth (NW) individuals (5 Nos
- Initialized "Wealth Score" project using MS-Excel to generate higher business from existing clients, utilizing
- Gained exposure to JP Morgan's managed products and fund strategies: equity, fixed income, alternatives
- Participated in market/economic and portfolio performance review for High NW clients (9 Nos
- Won the annual JP Morgan US wealth management summer intern market forecasting challenge
T
TURNER CONSTRUCTIONS INTERNATIONAL
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January 2016 - December 2017
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Skills
Languages
EnglishFrench