In

Residence

Blockchain

Analytics

Robotics

Automation

InResidence

In—Residence pushes the limits of wholesale banking by connecting entrepreneurs with our knowledge, data, space, and more to solve complex challenges.

The Program

In—Residence takes an open, transparent, and highly collaborative approach to develop solutions that will yield enduring value for the entire financial industry. We build partnerships with the best and brightest to co-create a highly specialized program to solve wholesale banking challenges.

Applicants should have an idea or concept product developed and be eager to validate their project with knowledge from J.P. Morgan, as well as tailored guidance from our business and technology experts. We accept teams on a rolling basis against specific ideas or challenges.

Partnership

True innovation requires open collaboration and deep access to knowledge and technology. Combining innovators who are exploring the edges of what is possible with the unique resources of a global bank can accomplish this innovation. This is what In—Residence does.

The program provides access to the heart of J.P. Morgan's internal business and technology ecosystem, giving teams and companies the best chance to create usable and transferable solutions that have value to not just J.P. Morgan, but the financial industry as a whole.

Oli Harris

Oli Harris — FinTech Lead, Corporate & Investment Bank

Oli Harris leads the Corporate & Investment Bank's FinTech team. Previously he worked as an Advisor to the President's Office of Myanmar, a Project Manager at the World Economic Forum, and a Strategy Consultant at Accenture. Oli is a graduate of Cambridge University. His latest passion is exploring how to apply design-thinking to all areas of his life after spending time at Stanford's d.school.

Samik Chandarana

Samik Chandarana — Managing Director and Head of Global Credit Indices and eTrading, Corporate & Investment Bank

Samik Chandarana is a Managing Director and Head of Global Credit Indices (GCI) and Global Credit eTrading (GCeT). He was instrumental in the pioneering role that J.P. Morgan played in taking the Credit Default Indices electronic in 2009. Samik became the head of EMEA Credit Trading in 2012. Samik's current role aims to solidify the firm's position in trading liquid credit products through appropriate electronification and the extended use of data. He obtained a degree in Engineering and Management from the University of Manchester Institute of Science and Technology in England. As much as Samik pushes the boundaries of technology in his work life, he remains very much part of the old school in his music tastes because he is still devoted to his vinyl record collection.

Alex Shpiller

Alex Shpiller — Emerging Technology, Corporate & Investment Bank

Alex Shpiller is part of the Corporate & Investment Banks's Emerging Technology team. He has held multiple positions as a Senior Developer at Barclays Capital, Lumesis Inc., Ambac Financial Group & ViewTrade Securities. He is a graduate of NYU Polytechnic. Alex is currently interested in applying emerging technologies to globally revolutionize how banks conduct business from a security perspective. He enjoys playing competitive volleyball and traveling the world in search of the best skiing destination.

Samir Shah

Samir Shah — Managing Director and Global Head of Business Transformation for Investor Services, Corporate & Investment Bank

Samir Shah is the Head of Business Transformation for Investor Services at J.P. Morgan and a member of the Investor Services Management and Senior Leadership team. Samir is responsible for driving key strategic change management themes geared to improving business performance and efficiency, and oversees all strategic dialogues with external parties, particularly as it relates to FinTech and Innovation. Samir joined J.P. Morgan in 2010 and has played a variety of Product Management and Sales Leadership roles across the bank. Samir received his MBA from the University of Chicago. Samir is an aspiring mixologist and a dedicated sports enthusiast.

Peter Cotton

Peter Cotton — Algorithmic Trading Research, Corporate & Investment Bank

Peter Cotton leads algorithmic trading research for J.P. Morgan, aimed at optimizing the Credit Index and Corporate Bond trading businesses. He previously founded Benchmark Solutions, a provider of real-time bond and credit default swap pricing sold to Bloomberg in 2013. Peter received his doctorate in Mathematics from Stanford University. He enjoys sleep.

Chetan Sarva

Chetan Sarva — Emerging Technology, Corporate & Investment Bank

Chetan Sarva is part of the Corporate & Investment Bank's Emerging Tech team, working primarily on up-and-coming technologies like distributed ledger (blockchain) and cloud migration. Previously, he worked for a string of Ad Tech companies in the New York startup scene, most recently at Ghostery, a leading provider of online consumer privacy tools. He studied economics and computer science at Stony Brook University. His current passions are distributed computing, big data and machine learning.

Afsheen Afshar

Afsheen Afshar — Managing Director and Chief Data Science Officer, Corporate & Investment Bank

Afsheen Afshar is chief data science officer of J.P. Morgan’s Corporate & Investment Bank, overseeing data science functions. As Chief Data Science Officer, Afsheen is responsible for all data science demands across the Corporate & Investment Bank, shaping and executing on the data analytics strategy across all lines of business. Previously, he helped to set up and lead multiple data science teams at Goldman Sachs across many different businesses. Afsheen holds a Masters, Ph.D., and M.D. from Stanford University, and a B.A. from Princeton University.

Sara Sollors

Sara Sollors — FinTech, Corporate & Investment Bank

Sara Sollors is part of the Corporate & Investment Bank's FinTech team and is based in New York. Previously, she worked for Palantir, at various New York startups, and in the Italian Parliament. Sara is a graduate of Harvard College. She is an amateur chef and general food enthusiast.

Gene Fernandez

Gene Fernandez — Managing Director, Emerging Technology, Corporate & Investment Bank

Gene Fernandez is responsible for a new group that develops, creates and prototypes innovative technology-driven products that – at scale – can have an impact on business models. Previously, he focused on technology supporting sales, research, and external client platforms. He has degrees in both Economics and Computer Science from Rutgers University. Gene enjoys skiing with his son in the winter and anything to do with water in the summer.

Peter Memon

Peter Memon — Executive Director, Emerging Technology, Corporate & Investment Bank

Peter is part of the Corporate & Investment Bank’s Emerging Technology team that is responsible for evaluating and implementing highly disruptive technologies like data virtualization, analytics and big data. He’s worked at several investment banks where he started a successful data analytics team and engineered several award winning trading systems. He’s also had three of his own startups. Peter lives for the beach – whether it’s the crystal blue waters of the Caribbean or the Jersey Shore. He has degrees in Math and Computer Systems Engineering from Rensselaer Polytechnic Institute.

Umar Farooq

Umar Farooq — Managing Director, Head of Fintech and Blockchain, Corporate & Investment Bank

Umar Farooq is the Head of FinTech & Blockchain for the Corporate and Investment Bank (CIB) at J.P. Morgan. He manages the CIB’s Blockchain initiatives, the In-Residence Program and engagements with emerging technology companies. Umar is also the CFO responsible for financial oversight and business management across Technology, Operations, and Controls. Previously he held leadership positions in Chase Bank including Head of Small Business Segment, National Sales Manager and CFO for Chase Business Banking. Umar joined J.P. Morgan in 2009. Prior to joining J.P. Morgan, he was the Chief Sales Officer for CIT where he led revenue growth across middle market and specialty lending businesses. Umar holds a B.S. in Computer Science, B.S. in Economics and M.Eng. in Computer Engineering from the Massachusetts Institute of Technology. Umar received his J.D. from Yale Law School.

Gene Fernandez

Gene Fernandez — Managing Director, Emerging Technology, Corporate & Investment Bank

Gene Fernandez is responsible for a new group that develops, creates and prototypes innovative technology-driven products that – at scale – can have an impact on business models. Previously, he focused on technology supporting sales, research, and external client platforms. He has degrees in both Economics and Computer Science from Rutgers University. Gene enjoys skiing with his son in the winter and anything to do with water in the summer.

Suresh Shetty

Suresh Shetty — Lead Engineer, Emerging Technology, Corporate & Investment Bank

Suresh is as a Lead Engineer within the Corporate Investment Bank’s Emerging Technologies group. He has worked at J.P. Morgan for the last sixteen years and has held a variety of senior architecture and project development roles within the Investment Bank. He has been designated as one of the twenty four Distinguished Engineers in the bank. That designation for technical engineering distinction was accorded to him by the CIOs of the major J.P. Morgan lines of business. It is the highest award given to application developers/ architects in the bank. Suresh graduated Magna Cum Laude with an Electrical Engineering Degree from City College of New York and has an M.B.A. in Finance from NYU’s Stern School of Business.

Ana Capella

Ana Capella — Managing Director, Head of Strategic Investments, J.P. Morgan

Ana Capella is the Head of Strategic Investments at J.P. Morgan. Ana and her team are responsible for globally supporting the firm’s businesses and corporate functions by making financially motivated investments that are strategic to the firm’s business activities. Ana joined J.P. Morgan in 1993 and has worked within the Financial Institutions Group (FIG), Corporate Strategy, Investor Relations, and Private Equity. She was the Head of Private Equity, prior to taking further responsibilities as Head of Strategic Investments in the fall of 2015. Ana received her M.B.A. from INSEAD (Fontainebleau, France) and holds a B.A. in Business Administration from CUNEF (Madrid, Spain).

Josh Barraclough

Josh Barraclough — FinTech, Corporate & Investment Bank

Joshua Barraclough is part of Corporate & Investment Bank’s FinTech Team and is based in London. Previously, he worked in Accenture’s Trading and Investment Strategy Group working in a number of global locations. He has also spent time developing a PE backed FinTech Company in London and founded his own FinTech venture. Joshua is a graduate of St. Andrews University. He enjoys discovering new vineyards and maintaining his small, but ever growing wine collection.

Daniel Drummer

Daniel Drummer — FinTech, Corporate & Investment Bank

Daniel Drummer is part of Corporate & Investment Bank’s FinTech Team and is based in London. Previously, he worked as a management consultant at McKinsey & Company, at the Royal Bank of Scotland (RBS) in the Investment Banking Division and in a strategic role for the CEO of Western Europe. Daniel completed an M.B.A. degree with Distinction at the University of Oxford, holds a Master degree (LL.M.) in Corporate Law and was appointed a Visiting Fellow at Harvard University in 2016. He enjoys diving, having lively discussions with others and playing a number of musical instruments.

Samir Shah

Samir Shah — Managing Director and Global Head of Business Transformation for Investor Services, Corporate & Investment Bank

Samir Shah is the Head of Business Transformation for Investor Services at J.P. Morgan and a member of the Investor Services Management and Senior Leadership team. Samir is responsible for driving key strategic change management themes geared to improving business performance and efficiency, and oversees all strategic dialogues with external parties, particularly as it relates to FinTech and Innovation. Samir joined J.P. Morgan in 2010 and has played a variety of Product Management and Sales Leadership roles across the bank. Samir received his MBA from the University of Chicago. Samir is an aspiring mixologist and a dedicated sports enthusiast.

Lauren Tanenbaum

Lauren Tanenbaum — Vice President, Leveraged Finance, Corporate & Investment Bank

Lauren is a Vice President on the Leveraged Finance team. Previously she worked in Fixed Income Research at J.P. Morgan and Public Finance at Morgan Stanley. Lauren graduated Summa Cum Laude from the University of Pennsylvania. She is currently the Treasurer of Junior Women in Banking.

Huw L. Richards

Huw L. Richards — Managing Director and Co-Head Global Investment Grade Finance, Corporate & Investment Bank

Huw Richards is a Managing Director and Co-Head of Investment Grade Finance (IGF) at JPMorgan within the Global Debt Capital Markets group. In 2015, Huw also assumed responsibility for the global Infrastructure Finance and Advisory (IFA) group within the Corporate & Investment Bank.

Within these businesses he has led various initiatives to leverage technology to improve client experience with investment banking. Huw has worked at JPMorgan since 1999. He graduated from the University of California at Berkeley with a B.S. (Honors) in Business Administration.

Peter Memon

Peter Memon — Executive Director, Emerging Technology, Corporate & Investment Bank

Peter is part of the Corporate & Investment Bank’s Emerging Technology team that is responsible for evaluating and implementing highly disruptive technologies like data virtualization, analytics and big data. He’s worked at several investment banks where he started a successful data analytics team and engineered several award winning trading systems. He’s also had three of his own startups. Peter lives for the beach – whether it’s the crystal blue waters of the Caribbean or the Jersey Shore. He has degrees in Math and Computer Systems Engineering from Rensselaer Polytechnic Institute.

Access

We will connect you to experts across every facet of corporate and investment banking to enable you to leverage the breadth and depth of our business and technology.

  • Proprietary data & technology

  • Salespeople, traders, & bankers

  • Engineers & data scientists

  • Compliance, legal, & risk

  • Strategists & design thinkers

  • Venture capitalists & industry partners

Process

We build our process around your vision and real industry challenges.

Apply

Vet

Join

Plan

Solve

Review

Apply

You should have an initial concept under development and be eager to validate your project with knowledge and guidance from J.P. Morgan and our partners.

Vet

Our cross-disciplinary team will review your approach and schedule a meeting to learn more about your team and your ideas. After in-depth business and technology discussions, you can expect a decision in around 6 weeks – sometimes faster.

Join

We want to make this opportunity as valuable for you and your team as possible. J.P. Morgan will draft residency terms tailored to your program which may include equity.

Plan

Together we will define desired outcomes to be achieved by the end of the program. Business and technology sponsors will work directly with you to co-create your program, help refine your challenge, and identify the right experts and resources to support your success.

Solve

Your journey will encompass rigorous ideation, problem solving and working sessions with J.P. Morgan experts, VCs, designers, and academics. Meetings are designed to gain knowledge to help you solve your problem and to track project outcomes.

Review

A final review day with J.P. Morgan leadership and key stakeholders from across our business will provide both J.P. Morgan and In—Residence graduates with concrete outcomes and actionable insights. Additional opportunities will result for successfully validated solutions.

Process

We build our process around your vision and real industry challenges.

Apply

1

You should have an idea or concept product developed and be eager to validate your project with knowledge and guidance from J.P. Morgan and our partners.


Vet

2

Our cross-disciplinary team will review your approach and schedule a meeting to learn more about your team and your ideas. After in-depth business and technology discussions, you can expect a decision in around 6 weeks – sometimes faster.


Join

3

We want to make this opportunity as valuable for you and your team as possible. J.P. Morgan will draft residency terms tailored to your program which may include equity.


Plan

4

Together we will define desired outcomes to be achieved by the end of the program. Business and technology sponsors will work directly with you to co-create your program, help refine your challenge, and identify the right experts and resources to support your success.


Solve

5

Your journey will encompass rigorous ideation, problem solving and working sessions with J.P. Morgan experts, VCs, designers and academics. Meetings are designed to gain knowledge to help you solve your problem and to track project outcomes.


Review

6

A final review day with J.P. Morgan leadership and key stakeholders from across our business will provide both J.P. Morgan and In—Residence graduates with concrete outcomes and actionable insights. Additional opportunities will result for successfully validated solutions.

Outcomes

Partnership with J.P. Morgan doesn’t end with In—Residence. For those who successfully complete the program, J.P. Morgan may provide continued support, resources, and sponsorship.

  • Validated product

  • New ideas

  • Integration with banks

  • Commercial arrangement

  • A network

  • Funding

In

Residence

Blockchain

Analytics

Robotics

Automation

InResidence

 

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