Arun Subbiah, Cfa, Fcsi personal email
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- 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
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Investment Director (Smf 3)Egr Wealth Apr 2017 - PresentLondon, United KingdomInvestment 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
Arun Subbiah, Cfa, Fcsi Education Details
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Cfa InstituteCfa Charterholder -
Financial Conduct Authority (Fca)
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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