Mr. Monjit Bora

T E A C H I N G E X P E R I EN C E
Assistant Professor Oct 2025 – Present
Assam down town University (AdtU)
● Teaching Financial Management, Financial Derivatives, and Financial Statement Analysis.
Assistant Professor Oct 2024 – Oct 2025
AdtU (powered by Sunstone)
● Taught Financial Accounting, Managerial Economics, Financial Management, Financial Statement Analysis, and
Financial Analysis.
Visiting / Guest Faculty Oct 2022 – Sep 2024
AdtU (powered by Sunstone)
● Taught Financial Management (FM), Corporate Finance and Asset Management (CFAM), and Operations
Management (OM).
Visiting / Guest Faculty Aug 2022 – Oct 2023
Assam Institute of Management (AIM)
● Taught Indian and Global Economy (IGE), Investment Management and Portfolio Analysis (IMPA), and Capital
Market and Security Analysis (CMSA).

CO R PO R A TE E XP E R I E N C E
Manager, Finance Operations (IRRBB) Mar 2017 – May 2019
HSBC — Interest Rate Risk of Banking Books
● Created and maintained financial reports to comply with internal policy and external regulatory requirements
(PRA/Basel, etc.).
● Managed the development and update of Group-wide ICAAP and stress testing, along with other economiccapital-
related models and metrics; provided oversight of local Basel implementations to ensure Group-wide
consistency.
● Developed and maintained models and methodologies for risk-adjusted performance metrics (e.g., EVE) across
the Group.
● Supported both BAU and PRA stress testing processes.
● Designed and maintained a data quality and governance control framework to ensure Interest Rate Risk and
Liquidity data met PRA stress testing and BAU reporting standards.
● Projected EVE (Economic Value of Equity) and NII (Net Interest Income) of banking books.
● Authored commentaries on large swings, explaining movements in terms of book risk positions and economic
factors.
● Managed senior onshore stakeholders and supported a variety of ad-hoc projects as required.
● Worked extensively with US GAAP and IFRS frameworks.
Associate Manager, Product Control Aug 2015 – Jan 2017
Standard Chartered Bank
● Ensured PnL production was complete and accurate.
● Validated, explained, and reported complete and accurate PnL on a daily basis.
● Analysed and commented on differences between actual and trader estimates.
● Conducted end-to-end review of the daily process to ensure required controls were met.
● Monitored pricing and valuation issues.
● Prepared MIS reports to support decision-making.
● Ensured all reports were released in a timely manner.
● Oversaw the daily process and provided management support as required.
● Defined key control areas of focus to ensure accurate reporting.
● Delivered quick turnaround on various ad-hoc data requests.
● Managed senior stakeholders in onshore counterparties.
Fixed Income Product Controller Jul 2010 – Jul 2015
CTS–UBS
● Produced daily PnL (profit and loss) on a T+1 basis for designated trading books across cash and derivative
products, including Equity, Bonds (Corporate and Treasury), IRS, CDS, Warrants, and Convertible Securities.
● Communicated daily with traders to explain PnL movements to management and reconcile trade positions.
● Reviewed daily PnL across its various components and identified sources of largest gainers/losers among PnL
groups.
● Authored commentaries on large PnL swings in terms of book risk positions and economic factors.
● Reviewed, analysed, and validated Bonds and CDS (Credit Default Swaps) new business, Rates (MTM), Credit,
and Model (Time Decay) PnL from Socrates (UBS application) and SAP.
● Prepared and analysed FX reports of existing trader positions and reported findings to management.
● Reconciled PnL produced against the PnL posted to the back-office ledger (SAP GGL).
● Investigated and resolved reconciliation breaks in coordination with other BUCs, Middle Office, Operations, and
IT.
● Communicated daily PnL results to BUC (Business Unit Control) management in London for consolidation and
reporting to the desks.
● Performed month-end reconciliation of back-office ledger P&L and balance sheet against reported P&L and
source risk management systems.
● Conducted month-end review of balance sheet substantiation and commentary on revenue drivers.
Analyst Aug 2007 – Jul 2010
HSBC Securities Services
● Performed portfolio valuation and administration of Equity and Debt Funds, Mutual Funds, and Fund of Funds
for HSS business areas.
● Analysed securities data (historical performance, fee structure, market exposure, settlement information) on
behalf of Hedge Fund and Fund of Funds clients.
● Determined equalisation of performance fees and NAV; monitored and updated corporate actions in
coordination with the Prime Broker and Bloomberg for portfolio valuation.
● Analysed and interpreted common and innovative hedge fund structures and investment strategies (e.g.,
Distressed Securities, Global Macro, Market Neutral) from prospectuses, fund fact sheets, and financial
statements.
● Supported Market Data in delivering automated, technologically advanced middle- and back-office support and
fund administration services to hedge funds, fund of funds, and HSS business areas.
● Collaborated closely with the Portfolio Administration Unit's Fund of Funds Team and Fund Administration–
Custody Client Administrators to ensure prompt, accurate updates to mutual fund data supporting client and
internal trading and accounting.
● Analysed wiring and banking details, processed wiring transaction details per subscription documents, and
handled payment message details including SWIFT, MT103/MT202, IBAN, and Fedwire; performed
performance-fee calculations from prospectuses, subscription documents, and constitutive documents.
Mutual Fund Analyst Sep 2006 – Jul 2007
SPA Capital
● Prepared fund cards and fact sheets for existing mutual funds.
● Managed content for the SPA Capital Monthly Research Newsletter and Weekly Capital Market Outlook.
● Authored research reports on New Fund Offers (NFOs).
● Built financial models in Microsoft Excel to assess the viability of existing equity-diversified mutual funds.
● Managed funds for corporate clients including Dabur, HCL, HLL, Jindal Steel, and Indian Navy.
● Conducted financial and retirement planning for individuals and HNIs, allocating funds across investment
avenues.
● Conducted research and analysis of financial data to identify trends and summarise findings.
● Forecast business, industry, and economic conditions to support investment decisions.
● Analysed company financial statements, industry and regulatory information, and financial periodicals to
prepare reports.
● Summarised trends in investment risk and economic factors relevant to investment decisions.
Research Analyst May 2005 – Aug 2006
SMC (Corporate Member: NSE, BSE, NCDEX, MCX & DGCX)
● Valued stocks using the Discounted Cash Flow (DCF) model.
● Managed content for the SMC Monthly Research Newsletter.
● Analysed market conditions to provide actionable recommendations to clients.
● Advised clients on investment timing and buy/sell orders.
● Identified opportunities in the equity market and provided advisory services to investors.
● Assessed the impact of price, volume, and cost movements on business profitability and offered advice
accordingly.
● Prepared charts and graphs for reports using MS Excel and technical analysis software such as Metastock.