Reporting Analyst
CurrentContribute to organizational improvement and critical business decisions by gathering data, analyzing metrics and communicating insights/findings to business teams and leadership.
Sep 2021 - Present
AeroLeads people directory · profile
Amar Chauhan, Mba Email & Phone Number
Reporting Analyst at Finxact
at
Finxact
1 work email found
@finxact.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Reporting Analyst at Finxact
Location
Greater Sacramento, United States, United States
Company size
Who is Amar Chauhan, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Amar Chauhan, Mba is listed as Reporting Analyst at Finxact at Finxact, a company with 77 employees, based in Greater Sacramento, United States, United States. AeroLeads shows a work email signal at finxact.com and a matched LinkedIn profile for Amar Chauhan, Mba.
Amar Chauhan, Mba previously worked as Reporting Analyst at Finxact and Product Insights Analyst at Principal Global Investors. Amar Chauhan, Mba holds Master Of Business Administration - Mba, Finance from University Of Missouri-Columbia.
Company email context
Email format at Finxact
This section adds company-level context without repeating Amar Chauhan, Mba's masked contact details.
*@finxact.com
71% confidence
AeroLeads found 1 current-domain work email signal for Amar Chauhan, Mba. Compare company email patterns before reaching out.
Profile bio
About Amar Chauhan, Mba
I am a Data & Analytics professional with extensive experience in due diligence, portfolio models, data analysis and insights reporting. I have a strong attention to detail, data integrity and communication skills which I utilize to manage complex datasets, employ data visualization, communicate risks and actionable business opportunities.Core competences include:♦ Gathering, interpreting & developing complex data♦ Drawing out the story... what is the data telling us♦ Insights reporting to foster data-driven decisions♦ Data visualization♦ Quantitative & Qualitative analysis♦ Performance & process improvementProficient with Excel, Power BI, Powerpoint, Morningstar Direct, Lipper, Broadridge, eVestment and Mercer, Freshservice, Altassian, Smartsheet software/data applications.
Listed skills include Investment Strategies, Investment Management, Mutual Funds, Investment Advisory, and 21 others.
Current workplace
Amar Chauhan, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Finxact
6 roles · 25 years
Amar Chauhan, Mba work experience
A career timeline built from the work history available for this profile.
Product Insights Analyst
- Conducted global industry data analysis identifying and communicating insights and analytics on product/client opportunities relative to firm core strengths and investment management capabilities.
- Built Power BI data tools and reporting in order to streamline/automate competitor and market reporting/analytics to help drive Product Strategy and Development ideation and prioritization. Focus on developing.
- Developed quantitative modeling and design to monitor and analyze products and business opportunity relative to competitor peers.
Dec 2019 - Feb 2021
Senior Global Product Strategist
- Conducted strategic review of competitive landscape, industry, research ideation and gap analysis by coordinating and conducting research on country, regional and client segment basis.
- Oversaw data research/reporting for driving Product Strategy efforts impacting current and new product development, distribution focus/opportunity lists and competitive analysis.
- Managed client segment intelligence aligning product sales opportunities at key National Account firm relationships with distribution channels based asset class and market outlooks.
Sep 2018 - Dec 2019
Senior Segment Marketer - Global Firm Relations
- Senior Segment Marketer, 06/2017-09/2018Channel Marketing Manager, 03/2016 – 06/2017Senior Channel Marketing Strategist, 01/2016 – 03/2016Channel Marketing Strategist, 06/2012 – 01/2016Partnered with key accounts teams.
- Developed/maintained quantitative investment modeling measuring and interpreting the competitive positioning of investment portfolio strategies for identification and prioritization of opportunities.
- Developed and executed Principal Funds’ marketing business model to effectively market to and support research analysts/investment due diligence teams at Wirehouses, Independent/Regional Broker-Dealers and.
Jun 2012 - Sep 2018
Portfolio Counselor
Iron Point Capital Management/Brecek & Young Advisors
- Appointed as member of the firm’s Investment Committee which conducted all portfolio asset management functions for $400,000,000+ asset base.
- Recommended strategic and tactical asset class strategies and exposures for domestic and international equity/bond components of IPCM portfolio models.
- Investment due diligence (quantitative and qualitative) on all stock, bond and alternative asset classes as well as reported on all product/portfolio model performance analytics.
- Managed firm business and due diligence relationships with over 60 Mutual Fund and Exchange Trade Fund companies.
2003 - 2012
~9 yrs
Registered Investment Advisory Specialist
Brecek & Young Advisors
- Oversaw launch and promotion of new asset management programs.
- Conducted and personally responsible for the trading and daily monitoring of firm's managed portfolio assets.
- Marketed RIA mutual fund, variable annuity and exchange traded fund management programs to firm’s Investment Advisor Representatives.
2001 - 2003
~2 yrs
Team & coworkers
Colleagues at Finxact
Other employees you can reach at finxact.com. View company contacts for 77 employees →
GA
Griffin Anderson
Colleague at FinxactJacksonville, Florida, United States, United States
View →
LB
Laurie Bravo
Colleague at FinxactNew York City Metropolitan Area, United States
View →
BJ
Brian Johnson
Colleague at FinxactJacksonville, Florida, United States, United States
View →
CP
Craig Peele
Colleague at FinxactJacksonville, Florida, United States, United States
View →
KH
Kyle Hellman
Colleague at FinxactWarren, Pennsylvania, United States, United States
View →
M.
Maneesh .
Colleague at FinxactUnited States, United States
View →
DW
Debbie Woschitz
Colleague at FinxactGettysburg, Pennsylvania, United States, United States
View →
JS
Jordan Schlessman
Colleague at FinxactPensacola Metropolitan Area, United States
View →
TK
Tim Kovacich
Colleague at FinxactOviedo, Florida, United States, United States
View →
BB
Brad Balassaitis
Colleague at FinxactOrange Park, Florida, United States, United States
View →
Griffin Anderson
Colleague at FinxactJacksonville, Florida, United States, United States
View →
LB
Laurie Bravo
Colleague at FinxactNew York City Metropolitan Area, United States
View →
BJ
Brian Johnson
Colleague at FinxactJacksonville, Florida, United States, United States
View →
CP
Craig Peele
Colleague at FinxactJacksonville, Florida, United States, United States
View →
KH
Kyle Hellman
Colleague at FinxactWarren, Pennsylvania, United States, United States
View →
M.
Maneesh .
Colleague at FinxactUnited States, United States
View →
DW
Debbie Woschitz
Colleague at FinxactGettysburg, Pennsylvania, United States, United States
View →
JS
Jordan Schlessman
Colleague at FinxactPensacola Metropolitan Area, United States
View →
TK
Tim Kovacich
Colleague at FinxactOviedo, Florida, United States, United States
View →
BB
Brad Balassaitis
Colleague at FinxactOrange Park, Florida, United States, United States
View →
2 education records
Amar Chauhan, Mba education
Master Of Business Administration - Mba, Finance
Bachelor Of Science - Bs, Biological Sciences
FAQ
Frequently asked questions about Amar Chauhan, Mba
Quick answers generated from the profile data available on this page.
What company does Amar Chauhan, Mba work for?
Amar Chauhan, Mba works for Finxact.
What is Amar Chauhan, Mba's role at Finxact?
Amar Chauhan, Mba is listed as Reporting Analyst at Finxact at Finxact.
What is Amar Chauhan, Mba's email address?
AeroLeads has found 1 work email signal at @finxact.com for Amar Chauhan, Mba at Finxact.
Where is Amar Chauhan, Mba based?
Amar Chauhan, Mba is based in Greater Sacramento, United States, United States while working with Finxact.
What companies has Amar Chauhan, Mba worked for?
Amar Chauhan, Mba has worked for Finxact, Principal Global Investors, Iron Point Capital Management/Brecek & Young Advisors, and Brecek & Young Advisors.
Who are Amar Chauhan, Mba's colleagues at Finxact?
Amar Chauhan, Mba's colleagues at Finxact include Griffin Anderson, Laurie Bravo, Brian Johnson, Craig Peele, and Kyle Hellman.
How can I contact Amar Chauhan, Mba?
You can use AeroLeads to view verified contact signals for Amar Chauhan, Mba at Finxact, including work email, phone, and LinkedIn data when available.
What schools did Amar Chauhan, Mba attend?
Amar Chauhan, Mba holds Master Of Business Administration - Mba, Finance from University Of Missouri-Columbia.
What skills is Amar Chauhan, Mba known for?
Amar Chauhan, Mba is listed with skills including Investment Strategies, Investment Management, Mutual Funds, Investment Advisory, Etfs, Investments, Asset Allocation, and Portfolio Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Amar Chauhan, Mba you were looking for.
View similar profiles