Shashwat Mehrotra

I am a finance professional with over six years of experience in institutional sales, trading, and investment strategy across global markets. Having worked at Morgan Stanley and Goldman Sachs, I have developed expertise in financial markets, risk management, portfolio optimization, and stakeholder engagement, particularly within the institutional and high-net-worth investor space.

At Morgan Stanley, I executed FX trades exceeding $1B in notional value across developed and emerging markets, optimized risk-weighted asset frameworks, and expanded the European Automated Portfolio Hedging Tool’s client coverage, increasing franchise valuation to $35M. My role involved direct engagement with institutional clients, ensuring best execution and fostering long-term relationships.

Previously at Goldman Sachs, I identified over $50M in untapped opportunities within the EMEA Fixed Income market, executed a $50M securitization deal, and implemented data-driven sales strategies that strengthened institutional investor relationships. My ability to translate market insights into actionable strategies has helped drive revenue and business growth.

I have recently completed my MBA in Finance at HEC Paris, further refining my strategic and analytical skills. I am also a CFA Level 3 candidate, solidifying my expertise in investment management, valuation, and financial analysis. These qualifications have strengthened my ability to assess market opportunities, optimize investment strategies, and develop data-driven financial solutions.

I offer a unique blend of institutional sales expertise, technical competency in financial modeling and data analytics, and a deep understanding of financial markets. I am proficient in Bloomberg, Reuters, Python, Tableau, and Microsoft Office, enabling me to analyze complex datasets and drive strategic decision-making.