Ankit Arora Email & Phone Number

India

> Instituting & executing portfolio management activities, Performing deep dive analysis, checks against defined threshold, calculations & reconciliations and writing commentaries & reporting insights.> Collaborating with: o Mercer Canada Team (Onshore) in managing pension funds portfolios and reporting investments performance of more than 700 companies listed in canada o Clients & stakeholders while keeping them informed of progress and status and issues in order to manage expectations on all requirements and deliverables o Onshore (Mercer Canada) business process owners & senior management, manage and discuss Key performance indicators (KPIs) & critical performance indicators (CPIs) Frequently interact with record keepers and other key stakeholders.> Ensuring effective implementation of quality controls and checks to ensure high quality deliverables within stipulated timelines> Directing the Initiative of phase wise transitioning of work from Mercer Canada to India office> Steering efforts in project management, work allocation, real-time capacity management, process training, development of team, workflow and technical enhancements aiming improved quality and efficiency

Gurgaon, India

Growth Path :Jul’19 to Apr’21: ManagerJan’15 to Jun’19: Senior AnalystSep’13 to Dec’14: Analyst> Collaborated with Asset management division of leading global investment bank as a subject matter expert> Performed detailed performance attribution analysis, Waterfall calculations, High water mark & Performance Fee analysis, Master Feeder structure & reporting Fund manager’s performance> Steered efforts in analyzing and presenting investment themes, portfolio strategy, economic outlook, asset allocation & statistical industry updates, helping clients make informed investment decision> Facilitated distribution of fund’s performance reports post compliance, FINRA and key stakeholders approval> Involved in Financial Report writing on global investment trends, reporting insights, market & industry developments> Bespoke reports around products segmentation, evolving investment strategies, financial forecasts, investment trends etc.> Engaged in driving client interactions on business updates, escalation & quarterly governance> Identified and implemented strategies for building team effectiveness by promoting a spirit of cooperation between team of 15+ analysts working on Equity & Fixed income fund reports for the client, ensuring review mechanism, quality controls and timely delivery> Worked on hiring, moderation meetings, performance reviews and building career roadmap for team

> Worked in pilot project for setting up offshore (India office) team for KPMG Netherlands Hedge Funds division, which turned out to be a great success, evident by +10x increase in team size over the years> Contributed towards transitioning new clients to offshore office by providing customized solutions, designing templates as per client needs and integrating clients with in-house software for recordkeeping & analysis> Facilitated analysis of Hedge funds (Master-Feeder structure, Standalone funds, Fund of Funds). Focused on Performance evaluation, High-water mark & performance fees calculation, comparison with peers and benchmark performance with prime focus on helping clients redefine market tactics

Level 2 Candidate

Pgdba, Finance

Bachelor Of Business Administration - Bba, Banking And Financial Support Services

Activities and Societies: * Inter College Badminton Player * Member of Fun Committee