Ashish Phansopkar, Cfa, Caia, Mba Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

Conducted thorough research and due diligence across various asset classes, including equity, fixed income, private equity, private credit, structured products, and hedge funds, to ensure comprehensive analysis and well-informed decision-making. Managed a high-performance team of analysts responsible for evaluating private market offerings and determining suitability for Cambridge's platform. Cultivated enduring relationships with investment managers to increase deal flow and expand the range of offerings available to clients. Generated detailed reports on market trends, product performance, and competitor analysis to support strategic decision-making. Provided guidance and advice to institutional and high-net-worth clients on private market allocations, establishing strong partnerships with financial advisors. Directed strategic assessment of Fintech Alternative platforms, leading initiative for launching of Cambridge’s private label website in partnership with iCapital in 2024. Collaborated in creation of the Focus List, leveraging expertise in equities and multi-asset classes to develop a varied array of active and passive funds across 23 Morningstar categories through comprehensive quantitative and qualitative analysis. Achieved notable 10% adoption rate in 2023, enabling financial advisors to make well-informed investment decisions.  Managed the development and implementation of a robust investment process for a private market platform, resulting in a substantial 60x increase in registered evergreen strategies from 2022 to 2023. This involved establishing policy guidelines, generating investment ideas, selecting managers, and conducting thorough due diligence protocols.

Greater Phoenix Area

Conducted thorough research and due diligence across various asset classes, including equity, fixed income, private equity, private credit, structured products, and hedge funds, to ensure comprehensive analysis and well-informed decision-making. Managed a high-performance team of analysts responsible for evaluating private market offerings and determining suitability for Cambridge's platform. Cultivated enduring relationships with investment managers to increase deal flow and expand the range of offerings available to clients. Generated detailed reports on market trends, product performance, and competitor analysis to support strategic decision-making. Provided guidance and advice to institutional and high-net-worth clients on private market allocations, establishing strong partnerships with financial advisors. Functioned as integral member of investment team, executing a comprehensive expansion strategy for Cambridge's Equity SMA platform, resulting in a distinguished 40x growth in assets under management from $10M to $400M over a span of four years. Developed and curated a diverse lineup of 33 strategies from 15 high-conviction managers for the platform.

Cedar Falls, Ia

Market Research & Business Development.

Cedar Falls, Iowa, United States

Cultivated strong client relationships by providing personalized financial advice and tailored investment solutions that align with their specific needs. Developed and implemented individualized plans that consider clients' objectives, while carefully assessing risk and return factors. Monitored and evaluated clients' investment portfolios, making necessary adjustments to optimize performance and mitigate risk. Spearheaded market research, idea generation, and thorough manager screening processes. Facilitated Investment Committee discussions to select managers and recommended tactical portfolio adjustments for discretionary accounts. Administered portfolio exceeding $30M in assets for select group of 50 high-value clients, fostering enduring relationships. Achieved 10% expansion of client base through organic growth from second and third-generation clients while implementing customized investment strategies aligned with distinct objectives. Introduced and optimized adoption of 401K plans for small businesses by partnering with Ameriprise Retirement Services, thus surpassing growth targets by 15%. Developed and reviewed customized Investment Policy Statements (IPS) for clients, ensuring alignment with their unique wealth management needs, long-term goals, risk tolerance, and prevailing market conditions.

Cedar Falls, Ia

Conducted comprehensive financial analyses for clients, evaluating their existing financial status, investment holdings, and risk tolerance to provide personalized financial advice and solutions. Acted as the primary point of contact for clients, assisting in the creation and presentation of financial plans and investment proposals to ensure clarity and alignment with their objectives. Maintained compliance with regulatory requirements and company policies, sustaining accurate records and documentation of client interactions and investment decisions. Oversaw a client portfolio worth $10M, developing tailored investment strategies that aligned with long-term financial goals.  Expanded client base by 20% through strategic relationship building, targeted networking, and data-driven content marketing. Researched and prepared tailored product reports on tax-managed strategies for high-net-worth clients, emphasizing 1031 exchanges, private drilling oil and gas deals, and charitable giving via donor-advised funds.

Mclean, Va

• Directed cross-functional teams of assistant managers, risk managers, and specialists to achieve quarterly targets.• Formulated and presented recommendations to senior management based on benchmarking studies, securing approval for critical business improvement initiatives.  Conceptualized and implemented an Executive e-Scorecard, providing a holistic risk assessment of credit card marketing, enhancing transparency, leading to better preparedness for audits, improved efficiency, and informed decision-making for senior executives. Effectively communicated audit results to key business stakeholders, facilitating timely resolutions and risk mitigation.

Lynchburg, Virginia Area

Specialized in International Business and Global Financial Markets during my full-time MBA studies.Recognized researchEconomic Assessment: Spain (Case Study) --Post the impact of GFC, analyzed Spain’s business environment for MNC profitability, considering economic, labor, social, and immigration factors. White Paper on Strategic Management Techniques--Utilized research by Hussey (1997) and Hax & Majluf (1982) to compile comprehensive guide to strategic management techniques, covering foundational concepts, evolution, and business applications of strategic tools including SWOT analysis, PESTEL framework, Porter's Five Forces, BCG Matrix, Growth Share (BCG) Matrix, and more.

Richmond, Va

Directed cross-functional teams of assistant managers, risk managers, and specialists to achieve quarterly targets.• Formulated and presented recommendations to senior management based on benchmarking studies, securing approval for critical business improvement initiatives.  Executed a Green Belt Six Sigma project, reducing new hire learning curve by 50% and improving operational efficiency in offshore locations.

Richmond, Virginia Area

Successfully managed transitions, projects, and suppliers across 7 locations in South East AsiaChampioned process enhancement initiatives to drive organizational efficiency and effectivenessUtilized project management methodologies, including planning, execution, and monitoring to achieve project objectivesManaged stakeholders and effectively communicated project progress and outcomes.

Mba, International Business, Magna Cum Laude - 3.79 / 4.0

Activities and Societies: Specialized in: - Global Financial Markets - Corporate Finance - International Business

(Erstwhile - University Of Pune) Bachelor'S Degree, Mechanical Engineering

Activities and Societies: Specialized in - Total Quality Management - Quality Circles - Six Sigma Implementation