Amith Bilagi Email & Phone Number

Bengaluru, Ka, In

Bangalore

• Conduct risk analysis of ISG/Multi-asset class portfolios utilizing tracking error and duration measures to assess portfolio risk budget utilization effectively.• Develop customized portfolios and execute stress and scenario reports on the MSCI Barra platform according to the requirements specified by portfolio managers.• Ensure accurate data validation and loading of ISG funds into the MSCI Barra application, guaranteeing data integrity and reliability.• Reconcile ISG portfolios to identify and resolve underlying asset data issues such as Equity, Fixed Income, Cash, Futures, Options, and Swaps, collaborating with the IT team to implement necessary fixes.• Monitor periodic portfolio weights and NAV, promptly addressing any discrepancies and informing stakeholders as necessary to maintain transparency and accuracy.• Facilitate regular meetings with IT and onshore teams, actively engaging in discussions on active projects, data migrations, and outstanding items to ensure smooth project execution and resolution of issues.• Lead business improvement initiatives throughout the project lifecycle, from specification and coding to deployment, testing, debugging, documentation, and maintenance, ensuring continuous enhancement of processes and systems.• Collaborate with internal stakeholders to mitigate risks and identify opportunities for improving the risk assessment process's performance, fostering a culture of proactive risk management.• Utilize Tableau dashboards, VBA, Excel Bloomberg formulas, pivot tables, graphs, and charts to develop risk assessment templates and analyze portfolio holdings data effectively.

• Assess the financial condition and creditworthiness of US municipal and corporate issuers, producing comprehensive reports that highlight strengths, weaknesses, and known risks, along with internal credit ratings.• Generate issuer risk summaries by analyzing financial statements and balance sheets, incorporating data from S&P, Moody's, and Fitch ratings reports to evaluate creditworthiness.• Compile risk-adjusted performance reports for Municipal, Long Duration, and Index Equity Business accounts, ensuring accuracy and relevance in assessing overall portfolio performance.• Develop, implement, and manage reports that communicate key risk and performance information to business partners and management, keeping them informed and facilitating strategic decision- making.• Ensure oversight of the line of business and its risk controls, maintaining consistency and compliance with the risk management framework and policies.• Conduct credit quality assessments for municipal bonds, utilizing financial statements, rating reports, and Bloomberg data to provide hold/sell recommendations.• Evaluate the capital adequacy of new and existing brokers in adherence to regulatory requirements, contributing to robust risk management practices.• Regularly provide fund updates to key stakeholders, offering insights into performance trends and risk factors affecting the portfolio.

Bangalore

• Provide risk reporting to Portfolio Managers, independently monitoring exposures across sectors, countries, and currencies to ensure alignment with return expectations.• Identify intentional and unintentional exposures using metrics like Tracking Error Volatility and Portfolio Duration, enhancing the precision of risk assessments.• Generate weekly/monthly fund flow reports to keep stakeholders informed about financial trends.• Conduct ad hoc performance analysis for board meetings, investigating accounts, making judgments, and supporting special handling risk cases.• Monitor accounts and investments, managing systems, and maintaining data to ensure compliance with risk policies and control frameworks.• Train and provide ongoing feedback to new team members, contributing to skill development within the risk team.• Offer analytical support on product strategies, aligning efforts with company goals and objectives.• Coordinate the production of portfolio performance reports for senior management, ensuring timely and accurate communication of key metrics.• Liaise with key stakeholders to research, present, assess, and review industry news and regulatory developments, staying updated on relevant trends.• Review and contribute to ongoing projects and risk analyses, fostering collaboration with other in- house divisions such as accounting, operations, or compliance through regular meetings.

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor Of Business Management, Accounting And Finance

Education record