Aakash Garg, Qfa Email & Phone Number

Ireland

Dublin, Ie

Dublin, County Dublin, Ireland

1) Provide assistance in identifying and executing changes to investment strategies for defined benefit pension schemes.2) Offer recommendations and inputs regarding client investment strategies, including their strategic asset allocations, de-risking and interest/inflation hedging, as well as our best ideas for the composition of their investment strategies.3) Implement investment decisions made by liaising with scheme administrators, investment managers, and our internal transitions team to execute investment advice.4) Monitor and summarize transactions carried out by the Defined Benefit Team.5) Assist senior investment consultants in the day-to-day management of a portfolio of clients, including managing and tracking ongoing actions, preparing for Investment Committee and Trustee Meetings, and providing proactive advice and recommendations on a range of investment-related issues.6) Extensive knowledge of Mercer's investment capabilities, best ideas, and solutions to provide the best advice and effectively communicate with clients.

Mumbai, Maharashtra, India

A medium-sized industrial development firm specializing in bespoke projects with a total turnover of around 10 million euros in 20211) Project-specific role with expertise in post-tender analysis and revenue generation capability.2) Developed a detailed financial & project cost transaction model with the ability to run several cost scenarios. 3) Managed the process of project documentation to ensure accordance with a governance structure.4) Restructured the tier system to categorize clients for research purposes, which also optimized the tender process by 30%.5) Produced monthly analytical research reports for senior management on market trends and competitor pricing.

Mumbai, Maharashtra, India

1) Handled and processed the fund’s valuation data provided by clients and third-party valuers.2) Performed quantitative research and technical analysis of core markets and structured it by utilizing Microsoft excel.3) Built a raw data transforming model resulting in reducing processing time by 20%.4) Quarterly and yearly Investment Fundamental Updates for MSCI real estate indexes.5) Coordinated with clients to rectify issues, and queries and develop insightful benchmark reports and charts on real estate funds.

Certificate In Professional Financial Advice (Qfa)

Master'S Degree, Strategic Management

Activities and Societies: Modules- Corporate and Competitive Strategies, Decision Making Strategies, Technology and Innovation Strategy.

Bachelor Of Commerce - Bcom, Accounting And Finance, A