Apoorv Gupta

Commercial and Investment Bank Strategy @ JPMorganChase

About

I'm a strategy consultant with 7 years of experience in business strategy and project management, spanning both internal business operations and external client engagements. My career has evolved from analytical and project management roles within financial services to strategic thinking and team leadership positions. As a Strategy Consultant, I lead team of 3-4 associates in due diligence and growth strategy projects for private equity and corporate clients across several sectors. Notable projects include building the GTM strategy for a pre-launch MedTech product and developing an expansion strategy for a $40B upstream steel producer. I started in financial services, where I developed credit risk analytics and underwriting products for an Indian NBFC's expanding lending business. I then transitioned to building regulatory models for Credit Suisse's fixed income portfolio which involved pricing various fixed income securities and developing comprehensive model documentation. With over 6 years of experience in Financial Services as an internal risk analytics consultant, I bring a strong background in financial engineering, cross-functional collaboration, and data-driven product development to my current role. My academic background, including a Master's in Financial Engineering and an MBA in strategy and finance, has been instrumental in this career progression. It's equipped me with both the analytical skills for complex financial modeling and the strategic acumen for high-level business planning.

Country

United States

City

New York

Industry

Management Consulting

Skill

LLM Workflows, Application Programming Interfaces (API), Cloud Computing, Generative AI, Cloud Infrastructure, Prompt Engineering, Financial Services, Client Relations, Written Communication, Problem Solving, Business Acumen, Proposal Writing, English, Analytical Skills, Strategy, Consulting, Underwriting, Credit, Credit Analysis, Research Skills

Experience

Commercial and Investment Bank Strategy

JPMorganChase

2025-8 - Present · 1 yr 2 mos

New York, United States

Consultant

L.E.K. Consulting

2023 - 2025 · 2 yrs

Chicago, IL

Lead project teams of 3-4 associates to conduct market assessments and analyze customer and competitor dynamics, articulating insights to drive informed decision-making for private equity and corporate clients. Select engagements: • Conducted market analysis for a $300M pharmaceutical cold-chain packaging subsidiary divestiture, evaluating the addressable market, key demand drivers including GLP-1 medications, competition, and 4 service expansion opportunities • Developed an organic and inorganic expansion roadmap for a $40B upstream steel producer exploring downstream markets in power transmission and distribution, screening 30+ opportunities and conducted in-depth assessments on 4 shortlisted options focusing on customer and competitor dynamics • Evaluated GTM strategy for MedTech client's pre-launch sepsis treatment product across U.S., assessing key patient populations, adoption drivers, price sensitivity, and developing 3-yr revenue forecast with ramp curve estimation • Performed due diligence for PE client on a subscription-based software company serving utilities and battery storage developers, assessing market dynamics, target's defensibility, pricing trends, and growth potential

Summer Consultant

L.E.K. Consulting

2022-6 - 2022-8 · 3 mos

Chicago, Illinois, United States

Credit Risk - Fixed income portfolio

Credit Suisse

2018-11 - 2021-6 · 2 yrs 8 mos

Mumbai, Maharashtra, India

Led strategic initiatives in an eight-member team to optimize Counterparty Credit Risk models managing ~$15B in risk capital, while developing and maintaining comprehensive model documentation, dashboards, and governance plans Pricing of fixed income securities such as interest rate swaps, inflation bonds and treasuries

Manager

Edelweiss Financial Services Limited

2018-5 - 2018-10 · 6 mos

Mumbai

Led a team to drive strategic financial risk analytics product development for different businesses, and manage stakeholder expectations, collaborating with cross-functional teams from ideation to implementation stage

Assistant Manager

Edelweiss Financial Services Limited

2016-5 - 2018-4 · 2 yrs

Mumbai

• Led end-to-end development of automated Underwriting Retail Finance Scorecard product for home loans with estimated reduction of 33% in future delinquencies; structured innovative solutions to allow for data limitations during the project

Associate

Edelweiss Financial Services Limited

2015-6 - 2016-4 · 11 mos

Mumbai

• Recommended most relevant calculation technique to measure risk of both equity and fixed income trading teams; tracked financial risk metrics, developed risk reports, and periodically conducted market scenario analysis

Investment Banking Summer Analyst

ICICI Securities

2014-5 - 2014-7 · 3 mos

Mumbai

• Prepared IPO pitches in FMCG and Agrochemical sector • Built Forecasting Model for debt restructuring of power companies

Treasury Intern

Larsen & Toubro

2013-5 - 2013-7 · 3 mos

Mumbai

• Analyzed details in commodity procurement and logistics business of L&T Power; established relevant contact points in Commodity risk team based in Vadodara office; enabled Treasury to optimize commodity risk management of L&T as a whole • Carried out research and peer analysis of Hydrocarbon sector to explore M&A opportunities for L&T's Hydrocarbon business