Upender Kataria

Data-driven engineer with a diverse background in finance, trading, product management, and start-ups, combining expertise in quant methods and market research. Known for being analytical and result-oriented, driving innovation and growth across sectors.

Work Experience

Citi Global Markets | Associate - Index Analyst | Mumbai 

  • Spearheaded development and implemented innovative index methodologies across Equities, Derivatives, and Fixed Income
  • Collaborated with structuring team to ensure alignment with client requirements, driving the AUM by x%
  • Spearheaded the development of a proprietary stock-selection algorithm optimizing risk-return profiles of equity indices through non-linear analysis, enabling the launch of 50+ cutting-edge indices, resolving a business bottleneck, and driving revenue by x%
  • Developed and managed over 500 custom portfolio composition reports for daily client delivery using Python, SQL, and Excel VBA
  • Performed predictive analysis on index strategies using Python, generating key investment ideas for clients that contributed to AUM growth

Product & Market Research| Neevo Life Private Limited| Delhi

  • Led go-to-market strategy for a new personal care brand, overseeing product research, regulatory compliance, and business development, ensuring the product met market demand and regulatory standards
  • Spearheaded product launches through effective customer engagements and channel management ~3xed the revenue in 2 years
  • Contributed to financial turnaround by optimizing operational costs and implementing strategic pricing models, transitioning the business from ₹3 lakh loss to ₹2 lakh profit in 2 years

 

Johnson Controls | Business Research Analyst | Pune                                   

  • Performed comprehensive competitive analysis through research into strategies, market positioning, and overall industry dynamics
  • Used Capital IQ and python to create competitors’ databases, cutting across various divisions like geography and product, leading to a significant reduction of 160 hours per quarter in manual effort
  • Optimized service center placement and inventory management by developing predictive models and statistical analysis, enabling identification of high-demand areas and streamlining supply chain
    efficiency, which improved overall operational decision-making
  • Conducted a critical examination of earnings calls, related disclosures, and patents to gain into competitors’ strategies including M&A

National Council of Applied Economics Research | Intern | Delhi              

  • Contributed to the creation of visualizations using Tableau for the Money and Capital Markets chapter of the Quarterly Review of the Indian Economy, a renowned publication brought out by NCAER.
  • Framing of questionnaire for Quarterly Business Expectation Survey of NCAER
  • Analyzed migration pattern in Indian labor across time and across states.
Accomplishments
  • President: Economics and Finance Association, BITS-Pilani
  • Member: Placement Committee of BITS Pilani
  • Cleared Civil Services Examination Level 1 (thrice) 
Education

B.E. Electronics and Communication (Hons.), BITS Pilani, India

M.Sc. Economics (Hons.), BITS Pilani, India

Certificates
  • Bloomberg ESG
Co/Extra-curricular
  • U-17 Badminton winner at District Level. 
  • Winner of North Zone Inter Army School Badminton Championship
  • Winner of University Level Singing competition organized by BITS Pilani

Quick Look

  • Work Experience: 5.1 Years
  • Previous Roles

    Associate - Index Analyst, Citi Global Markets- Fixed Income, Currency, Commodities 

    Business Research Analyst, Johnson Controls

    Intern, National Council of Applied Economics Research 

  • Function : Finance/Accounting
    Product Management/Development
    Strategy
  • Industry/Sector: BFSI
    FMCG/CPG
    Manufacturing & Engineering
Work Experience

Citi Global Markets | Associate - Index Analyst | Mumbai 

  • Spearheaded development and implemented innovative index methodologies across Equities, Derivatives, and Fixed Income
  • Collaborated with structuring team to ensure alignment with client requirements, driving the AUM by x%
  • Spearheaded the development of a proprietary stock-selection algorithm optimizing risk-return profiles of equity indices through non-linear analysis, enabling the launch of 50+ cutting-edge indices, resolving a business bottleneck, and driving revenue by x%
  • Developed and managed over 500 custom portfolio composition reports for daily client delivery using Python, SQL, and Excel VBA
  • Performed predictive analysis on index strategies using Python, generating key investment ideas for clients that contributed to AUM growth

Product & Market Research| Neevo Life Private Limited| Delhi

  • Led go-to-market strategy for a new personal care brand, overseeing product research, regulatory compliance, and business development, ensuring the product met market demand and regulatory standards
  • Spearheaded product launches through effective customer engagements and channel management ~3xed the revenue in 2 years
  • Contributed to financial turnaround by optimizing operational costs and implementing strategic pricing models, transitioning the business from ₹3 lakh loss to ₹2 lakh profit in 2 years

 

Johnson Controls | Business Research Analyst | Pune                                   

  • Performed comprehensive competitive analysis through research into strategies, market positioning, and overall industry dynamics
  • Used Capital IQ and python to create competitors’ databases, cutting across various divisions like geography and product, leading to a significant reduction of 160 hours per quarter in manual effort
  • Optimized service center placement and inventory management by developing predictive models and statistical analysis, enabling identification of high-demand areas and streamlining supply chain
    efficiency, which improved overall operational decision-making
  • Conducted a critical examination of earnings calls, related disclosures, and patents to gain into competitors’ strategies including M&A

National Council of Applied Economics Research | Intern | Delhi              

  • Contributed to the creation of visualizations using Tableau for the Money and Capital Markets chapter of the Quarterly Review of the Indian Economy, a renowned publication brought out by NCAER.
  • Framing of questionnaire for Quarterly Business Expectation Survey of NCAER
  • Analyzed migration pattern in Indian labor across time and across states.
Accomplishments
  • President: Economics and Finance Association, BITS-Pilani
  • Member: Placement Committee of BITS Pilani
  • Cleared Civil Services Examination Level 1 (thrice) 
Education

B.E. Electronics and Communication (Hons.), BITS Pilani, India

M.Sc. Economics (Hons.), BITS Pilani, India

Certificates
  • Bloomberg ESG
Co/Extra-curricular
  • U-17 Badminton winner at District Level. 
  • Winner of North Zone Inter Army School Badminton Championship
  • Winner of University Level Singing competition organized by BITS Pilani