Amar Chauhan, Mba Email & Phone Number

Contribute to organizational improvement and critical business decisions by gathering data, analyzing metrics and communicating insights/findings to business teams and leadership.

Folsom, Ca

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 analytics reporting to create actionable opportunities from large scale and complex datasets.• Developed quantitative modeling and design to monitor and analyze products and business opportunity relative to competitor peers.

Folsom, Ca

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.

Folsom, Ca

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 to market Investment strategy solutions to Institutions for placement onto recommended funds lists and model portfolios.• 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 Institutional Consultants to achieve a consistent investment platform experience.

Folsom, Ca

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.

Folsom, Ca

• 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.

Master Of Business Administration - Mba, Finance

Bachelor Of Science - Bs, Biological Sciences