Bhavin P.

Kapadia
San Francisco Bay Area | | (714) 307-4663 | | bskapadia@hotmail.com

Professional Experience
Calypso Technology, Inc., San Francisco, CA March 2010 - Present
Associate Business Analyst – Interest Rate Derivatives
• Promoted to manage departments' 25 projects for global banking enhancements from initial
approval determined by vice president to final implementation stage in client delivery
• Increased from 45% to 100% in meeting timeline for software enhancements to banks/hedge funds
• Spearheading departments’ client status report by directing 15 global developers to meet deadlines
• Only Analyst from 8 coworkers selected onto the rates desk based on performance and merit
• Coordinated reverse/back-to-back swap implementation from design to final phase for a leading
European investment bank in just 6 weeks (normally 3-month time frame)
• Presented new platform features to accommodate non-deliverable swaps and promoted product
through internal company website spanning over 500 global employees
• Selected by training team to mentor 10 new Analysts covering quantitative aspects on: interest rate
swaps; caps/floors; swaptions; and overall derivatives market structure
• Responsible for writing business requirements to the rates development team on topics including:
basis swaps mark-to-market adjustment and data analysis for single/cross currency swaps
• Participating in bi-weekly call to a major investment banking client based in New York
• Interact weekly with account managers and quality assurance to provide technical guidance
• On-going support to cross functional derivative teams, sharing insight on large-scale projects

Genworth Financial Wealth Management, Inc., Pleasant Hill, CA July 2008 – March 2010
Analyst – Trade Reporting
• Won management award (2009Q3) from the director of trading for identifying $5 million on cross-
functional trading errors and processing 30 percent more in client amendment request documents
• Analyzed and researched client accounts on new company platform after only 4 months to assist
the director of trading (normally requiring 18 months experience)

Merrill Lynch & Co., Stockton, CA Winter 2007

Analyst (Internship) – Global Private Client
• Performed Monte Carlo simulation analysis for high-net worth client portfolios of $7m+ in net assets
• Succeeded for the only internship position available against talented UC Berkeley undergraduates

Education
California State University, East Bay, Hayward, CA 2005 - 2008
Bachelor of Science in Finance with Statistics

Leadership Experience
Shree Kshatriya Mitra Mandal of California, Modesto, CA 2008 - 2010
Officer -- Not-for-profit community organization with 700+ members; www.skmmc.com
• Youngest officer elected to the board by its trustees in organization’s 20-year history
• Overhauled organization’s transparency procedures which resulted in 50 percent increase in
community participation and anchored several new events
• Defended the middle-class charitable contribution relative to the wealthy in front of entire
community which led to raising $27,000 (highest total pledge in organization’s history)