Upender Kataria

I'm passionate about using advanced computational techniques to boost investment outcomes. Skilled in quantitative models, statistical analyses, and derivative pricing, I excel in trading strategies and navigating complex datasets for optimal performance.

Work Experience

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

  • Led the development and implementation of new index methodologies across diverse asset classes such as Equity, Derivatives and Fixed Income, in collaboration with the structuring team, ensuring alignment with client specifications.
  • Designed, developed and managed over 500 custom portfolio composition reports for daily client delivery using Python, SQL and Excel VBA.
  • Involved in capturing and processing raw data, daily calculation in accordance with the relevant index conditions, verifying benchmark levels against secondary models and third-party providers. 
  • Collaborated with Sales and Trading to understand client requirements for each strategy implementation.
  • Collaborated with data vendors like Bloomberg, Reuters, IVol, IHS Markit, FinancialCalendar.com to establish connection for importing market data like Settlement Price, Snapshots, Credit Spreads, Bond Yields, Futures Contract metadata, Holiday calendars etc.

Johnson Controls | Business Research Analyst | Pune                                   

  • Analyzed financial reports of the peers and benchmarked them using ratio analysis as a part of Business strategy analysis.
  • Used Capital IQ to create competitors’ database cutting across various divisions like geography and product. 
  • Automated spreadsheets on excel for financial reporting by creating VBA codes and combining it with standardized Capital IQ spreadsheets which resulted in significant reduction in manhours spent on the exercise.  
  • Used Power BI to create interactive charts and KPIs backed by automated spreadsheets. 
  • Liaised with different teams across different lines of product to gather information regarding their sales, inventory and expectations.  
  • Created regression models to come out with factors impacting sales.

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
  • Industry/Sector: BFSI
    Manufacturing & Engineering
Work Experience

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

  • Led the development and implementation of new index methodologies across diverse asset classes such as Equity, Derivatives and Fixed Income, in collaboration with the structuring team, ensuring alignment with client specifications.
  • Designed, developed and managed over 500 custom portfolio composition reports for daily client delivery using Python, SQL and Excel VBA.
  • Involved in capturing and processing raw data, daily calculation in accordance with the relevant index conditions, verifying benchmark levels against secondary models and third-party providers. 
  • Collaborated with Sales and Trading to understand client requirements for each strategy implementation.
  • Collaborated with data vendors like Bloomberg, Reuters, IVol, IHS Markit, FinancialCalendar.com to establish connection for importing market data like Settlement Price, Snapshots, Credit Spreads, Bond Yields, Futures Contract metadata, Holiday calendars etc.

Johnson Controls | Business Research Analyst | Pune                                   

  • Analyzed financial reports of the peers and benchmarked them using ratio analysis as a part of Business strategy analysis.
  • Used Capital IQ to create competitors’ database cutting across various divisions like geography and product. 
  • Automated spreadsheets on excel for financial reporting by creating VBA codes and combining it with standardized Capital IQ spreadsheets which resulted in significant reduction in manhours spent on the exercise.  
  • Used Power BI to create interactive charts and KPIs backed by automated spreadsheets. 
  • Liaised with different teams across different lines of product to gather information regarding their sales, inventory and expectations.  
  • Created regression models to come out with factors impacting sales.

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