Shashwat Mehrotra-| - | Kolkata, India | LinkedIn
Accomplished professional with over 6 years of experience in optimising financial performance and driving growth for
clients in European and global markets. Expertise in developing and executing portfolio strategies, leveraging financial
modelling, and enforcing robust risk management frameworks while delivering exceptional results
Core Competencies
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Fixed Income & Equity Futures
FX & Emerging Markets Trading
Trade Best Execution
Liquidity Management
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Investment Evaluation & Due Diligence
Risk Management & Analysis
Portfolio Optimizing & Asset Allocation
Relationship & Client Servicing
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Market & Competitor Analysis
Stakeholder and Investor Relations
Data Analysis & Financial Modeling
Sales & Growth Strategies
Professional Experience
Pro-Bono Ventures, HEC MBA IB/PE/VC Club
February 2024 – July 2024
Consulted for 2 early-stage VCs in the Fintech and Consumer Retail sectors for the club’s pro-bono initiative
• Sourced 15 potential Venture Capital investment opportunities in AI and fintech sectors, leading to 3 successful
seed investments totalling $5 million.
• Partnered with 5 startups, conducting due diligence on market potential and financial health, resulting in a 40%
increase in portfolio valuation for the fund.
• Identified over 20 early-stage startups in digital health and fintech, contributing to 4 investments with an average
ROI of 25%.
• Engineered marketing frameworks for 8 startups, leveraging digital channels and analytics to enhance brand
visibility and execute an effective marketing strategy, achieve a 35% increase in engagement within 4 months.
• Collaborated with founding teams and fund leadership to refine business strategies and financial projections,
improving investor presentations and securing additional funding through strong partnership development.
Morgan Stanley, Mumbai, India
March 2021 – July 2023
FX Institutional Sales
• Executed Exchange Traded Risk Recycling FX trades across developed and emerging markets, including swaps
and NDFs, achieving over $1 billion in notional value while ensuring best execution through rigorous transaction
cost analysis (TCA).
• Spearheaded strategic portfolio analyse through key business strategy changes that doubled global franchise
valuation to $35M and expanded the proprietary European Automated Portfolio Hedging Tool client coverage.
• Grew client portfolio by 20+ accounts through targeted business development, driving a 15% improvement in
product adoption ensuring customer success.
• Optimized risk-weighted asset frameworks in collaboration with Credit, Risk, and Trading teams, reducing credit
costs by 20%.
• Automated operational reporting, increasing G10 currency FX option hit rates from 45% to over 60% and
enhancing efficiency.
Goldman Sachs, Bengaluru, India
November 2016 – February 2021
Associate, Franchise Manager, Global Structured Sales / EMEA FICC Sales
• Identified $50M+ in untapped opportunities in the $600M EMEA Fixed Income Sales market through advanced
competitor analytics.
• Executed a $50M securitization deal by constructing the financial model and conducting in-depth due diligence
and comprehensive pricing analysis.
• Developed and implemented data-driven strategies for Korean equities, resulting in $3M revenue over 2 years.
• Streamlined desk operations by implementing cost-optimization initiatives, reducing annual expenses by $2M.
Education
Master of Business Administration Programme (Completed in December 2024) | HEC Paris, France
• GPA: 3.81/4
• Leadership: MBA IB/PE/VC Club President, HEC MBA Case Competition President, MBA Council Board Member
Bachelors of Science, Economics (May 2016) | St. Xavier's College, India
Qualification: CFA Level 3 Candidate, Passed Level 1 and Level 2 in first attempt
Languages & Technical Skills
Languages: English (Native) | Hindi (Native) | Bengali (Advanced – C1) | Spanish (Intermediate – B1)
Technical Skills: Microsoft Office Suite | Bloomberg | Reuters | Python | Aladdin | Tableau | Business Intelligence
