Arun Subbiah, Cfa, Fcsi

Arun Subbiah, Cfa, Fcsi Email and Phone Number

Investment Director (SMF 3) @ EGR Wealth
Arun Subbiah, Cfa, Fcsi's Location
London Area, United Kingdom, United Kingdom
Arun Subbiah, Cfa, Fcsi's Contact Details

Arun Subbiah, Cfa, Fcsi personal email

About Arun Subbiah, Cfa, Fcsi

- Hold SMF3 – Executive Director SM&CR position - I am a CFA Charterholder.- Over 15 years Investment Management experience- Experienced investment analysis of UCIT Funds, Investment Trusts, and ETFs- Knowledge and experience in analysis of public equities - all sectors- First hand experience in Financial ModellingOther skills- Experienced presentor to variety of stakeholders form retail to technical - Excellent writing skills and also video editing for investment commentary / presentations- Advanced Excel skills- Experience of industry databases for quantitative anaysis - i.e. FactSet, Bloomberg, Dynamic Planner, FE analytics

Arun Subbiah, Cfa, Fcsi's Current Company Details
EGR Wealth

Egr Wealth

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Investment Director (SMF 3)
Arun Subbiah, Cfa, Fcsi Work Experience Details
  • Egr Wealth
    Investment Director (Smf 3)
    Egr Wealth Apr 2017 - Present
    London, United Kingdom
    Investment Management• Responsible for the Discretionary Fund Management of over 500 multi-asset model portfolios• Investment analysis of UCIT Funds, Investment Trusts, and ETFs• Investment analysis of UK, European and US public equities• Primary contributor of Investment Management Committee• Experience in portfolio construction and asset allocation to specified mandatesResponsibilities and achievements- Hold SMF3 – Executive Director SM&CR position – Part of Firm’s Board of Directors and Governance of CMP. - Designated Consumer Duty champion – responsible for effective governance of principle 12 - Prescribed Responsibility B - Responsibility for the firm’s performance of its obligations under the employee certification regime- Write investment articles and recorded video investment commentary for Firm’s social media and conduct regular technical presentations to sales team and stakeholders - Maintain efficient working relationship with back and middle office on all matters of client mandate, including openings, transfers, compliance, legal, bespoke requests and managing team of 20 colleagues

Arun Subbiah, Cfa, Fcsi Skills

Wealth Management Investment Management Investments Portfolio Management Equities Securities Alternative Investments Investment Advisory Microsoft Excel Morningstar Hedge Funds Bloomberg Discretionary Investment Management

Arun Subbiah, Cfa, Fcsi Education Details

Frequently Asked Questions about Arun Subbiah, Cfa, Fcsi

What company does Arun Subbiah, Cfa, Fcsi work for?

Arun Subbiah, Cfa, Fcsi works for Egr Wealth

What is Arun Subbiah, Cfa, Fcsi's role at the current company?

Arun Subbiah, Cfa, Fcsi's current role is Investment Director (SMF 3).

What is Arun Subbiah, Cfa, Fcsi's email address?

Arun Subbiah, Cfa, Fcsi's email address is su****@****ail.com

What schools did Arun Subbiah, Cfa, Fcsi attend?

Arun Subbiah, Cfa, Fcsi attended Cfa Institute, Chartered Institute For Securities And Investment, Bayes Business School, Financial Conduct Authority (Fca).

What skills is Arun Subbiah, Cfa, Fcsi known for?

Arun Subbiah, Cfa, Fcsi has skills like Wealth Management, Investment Management, Investments, Portfolio Management, Equities, Securities, Alternative Investments, Investment Advisory, Microsoft Excel, Morningstar, Hedge Funds, Bloomberg.

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