
Parth Jani
TEMPLE UNIVERSITY
Business:Finance
Finance Director
parth.deepak.jani@temple.edu
BIOGRAPHY
Parth Jani is the Finance Director for TEDxTempleUniversity 2025, bringing a sharp blend of financial discipline, regulatory expertise, and creative problem-solving to the team. Currently a first-year MS Finance student, Parth draws from his background in compliance, business controls, and leadership in regulatory reporting to manage TEDx’s financial operations with precision and transparency.
In his role, Parth develops, tracks, and maintains the TEDxTempleU budget—allocating resources strategically across teams, ensuring full compliance with university and TEDx guidelines, and providing oversight on sponsorship utilization. He also plays a key role in financial forecasting, offering data-driven insights that help leadership make smart, timely decisions.
For Parth, TEDx is more than numbers—it’s an opportunity to merge financial rigor with an environment fueled by creativity, collaboration, and impact. His leadership style is grounded in accountability, mentorship, and a commitment to delivering a seamless experience for both speakers and audiences.
CERTIFICATIONS
Certified Anti-Money Laundering Specialist (CAMS) – ACAMS, USA (2023–2024)
Canadian Securities Course (CSC) – CSI, Moody’s Analytics, Canada
Associate Corporate Secretary (ACS) – The Institute of Company Secretaries of India (2014–2018)
Relevant coursework: Financial Treasury & Forex Management, Financial Accounting, Business Economics, Corporate Restructuring, Valuation, Capital Markets
Key Work Achievements
Investment Controls & Derivatives Compliance – CIBC
Managed investment constraints for institutional portfolios up to $10B, optimizing derivative strategies while ensuring compliance with policies.Financial Reporting System Migration – CIBC
Led migration to automated reporting tools, reducing manual errors by 30% and improving efficiency.Alternative Fund Development – CIBC
Applied quantitative models to enhance fund performance by 10% through improved risk assessment and benchmarking.Portfolio Risk Alignment – UTI Asset Management
Partnered with ICRA to improve portfolio risk assessments by 20%, overseeing $25B in assets.MiFID II Compliance Project – UTI International
Built a Transaction Cost Analysis model to optimize trade execution for equity and fixed-income transactions.Legal Risk Analysis – Siemens Financial Services
Assessed $500M+ project finance deals, improving transaction approval efficiency by 15%.
VOLUNTEER EXPERIENCE
Volunteer – Vatsalya Trust, Mumbai (2021)
Dedicated 200+ hours to COVID-19 relief, supporting 500+ orphaned children, 350+ seniors, and 200+ special needs individuals; organized and distributed 1,000+ care packages; implemented virtual support for seniors during lockdowns.Volunteer – Department of Lifelong Learning and Extension (DLLE), University of Mumbai (2017–2018)
Participated in community outreach via education drives, street plays, beach clean-ups, and NGO collaborations.
AWARDS & HONORS
Recognized by Vatsalya Trust for outstanding social welfare contributions during the COVID-19 pandemic.
Multiple internal commendations for leadership and operational improvements in global asset management projects.