Akash Doshi Email and Phone Number
Seasoned professional with 5+ years of experience in Financial Analysis, Data Analysis, Ratio Analysis, Risk Assessment, Control and Monitoring, System Enhancement, Compliance, Team Leadership, Training & Development, and Client EngagementI am presently working as ENO - Business Risk Management (Private Banking -First Line of Defense) with Credit Suisse, responsible for detailed analysis for Private Banking clients for Investment Suitability, Conflict of Interest and Anti-Fraud activities. Ensure risk compliance by front office staff while onboarding new clients or modifying/deepening engagement.My career highlights include:• Appreciated from Head of the Business Risk Management, Singapore to be highly dedicated and disciplined in Jun’22• Played a pivotal role in identifying and mitigating Single Position concentration risk which helped the company retain a client with portfolio value of $ 30 Mn• Proposed senior management team located in Singapore for system enhancement in one of the portfolio review check that reduced the manpower effort by 40 hoursCurrently exploring related roles in the market, request you to DM or email
Credit Suisse
View- Website:
- credit-suisse.com
- Employees:
- 53360
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Exempt Non OfficerCredit Suisse Nov 2021 - PresentMumbai, Maharashtra, Indiao Investment Suitability Checks - Perform checks whether front office personnel (Relationship Manager and Investment Consultant) made full risk disclosures (product risk mismatch, product risk mismatch concentration risk, single position concentration, and 3rd party concentration risk) to the client before the trade placed and got acknowledged from the cliento Portfolio Volatility Review - Perform review whether client portfolio volatility is within agreed target range; if not, whether front line personnel has disclosed to the client that portfolio volatility has breached the target rangeo Execution only - Perform review that the trade has been originated from the client; front line office personnel has not influenced the client while placing the ordero Knowledge and Experience Check - Review whether client has knowledge and experience to trade in various products like derivatives, structured products, equity, etc.o Investment Profile Questionnaire Check - Review whether the frontline office personnel has renewed IPQ every 2 years and all the trade placed are in line with client risk profile
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Equity AnalystMsci Inc. Jun 2016 - Mar 2019Mumbai, Maharashtrao Analysis of financial Statements for the company and data processing and Quality Assurance for wide range of datapoints which are used for calculation of Ratio's for construction of Equity Indexes.o Tracking actual financial results in comparison with company forecasts. Assess and execute the impact of corporate action on company fundamentals. o Collecting information on the shareholding structures of various companies on an annual basis and analyzing the nature of each shareholder in order to determine whether or not the latter is strategic. -
Real Estate AnalystMsci Inc. Dec 2015 - Jun 2016Mumbai, Maharashtrao Performance Analysis for given portfolio of Real estate client funds for given reporting period.o Analyzing client data pertaining to property valuations, tenancy information, accounting information and analyzing market movements.o Handle end to end data processing for the funds assigned.o Addressing Client queries related to funds , analyze and amend in accordance with standard procedure.
Akash Doshi Skills
Akash Doshi Education Details
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Business/Commerce, General -
Cfa Institute
Frequently Asked Questions about Akash Doshi
What company does Akash Doshi work for?
Akash Doshi works for Credit Suisse
What is Akash Doshi's role at the current company?
Akash Doshi's current role is | Risk Management (First line of defense) | Risk & Quality Assurance | Financial Data Analysis | Exempt Non Officer at Credit Suisse | CFA Level III Candidate.
What schools did Akash Doshi attend?
Akash Doshi attended Mithibai College Of Arts Chauhan Institute Of Science And A.j. College Of Commerce And Economics, Cfa Institute.
What skills is Akash Doshi known for?
Akash Doshi has skills like Microsoft Excel, Microsoft Office, Financial Analysis, Powerpoint, Business Strategy, Team Management, Market Research, Financial Modeling, Customer Service, Finance, Corporate Finance.
Who are Akash Doshi's colleagues?
Akash Doshi's colleagues are Bharat Kumar, Stefan Kong, David Kaplan, Louis Baligand, Isha Porwal, Jongmin Park, Yves Wisler.
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