Avinash Tulsiani Email & Phone Number

Mumbai, Maharashtra, India

▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂ 13-Sep-2021 ~ ▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB DESCRIPTION ➜ The Investment Specialist team manages global and regional asset classes (Equities/Fixed Income/MAS/Alternatives). Investment Specialists [IS] are responsible for the portfolio, strategy design, reporting and communications with the client. IS teams partner with portfolio management desks and leverage product and market expertise for client acquisition and retention. ➜ Investment Specialist Analyst prepares portfolio review material for clients and investors. The analyst develops an understanding of the investment processes associated with product portfolios and liaises with multiple groups, requiring strong interpersonal skills.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB REQUISITES ■ MBA or CFA with at least 1-3 years' experience in financial markets. ■ Knowledge of VBA, Python, or other analytics and automation tools. ■ Strong quantitative and analytical skills (including data analysis and ability to understand data flows). ■ Ability to foresee problems/think ahead and ask relevant questions. ■ Delivery focus and detail-orientation with strong commitment to accuracy.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ KEY CONTRIBUTIONS & ACHIEVEMENTS ✔ Strategy presentations on:» Performance & Market value;» Portfolio analytics and characteristics;» Product and market USPs. ✔ Customized Client presentations. ✔ Portfolio Analysis' positioning, analytics, and performance results. ✔ Client performance reports and investment review materials.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ SKILLS DEVELOPED ► Early days and to be updated.▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂

Mumbai, Maharashtra, India

▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂ 11-Nov-2020 ~ 12-Sep-2021▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB DESCRIPTION ➜ Own, review quality metrics and client deliverables. Liaise with internal and external departments to create end-to-end project solutions. ➜ Produce compelling pitches to the BFSI industry for our product portfolio. ➜ Perform User Acceptance Testing [UAT] of online course content.➜ Driving content for online courses and certifications. Some of these are accredited by regulatory bodies in the BFSI industry.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB REQUISITES ■ Strong conceptual understanding of the BFSI industry. ■ Commitment and ownership with a strong eye for detail, time-management skills, and ability to multi-task. ■ Command situations on the fly to conclude projects without delays. ■ Creative, highly motivated and with excellent written, verbal, and interpersonal skills. ■ Entrepreneurial and proactive attitude.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ KEY CONTRIBUTIONS & ACHIEVEMENTS ✔ Commitment and a mindset to perpetually raise the bar resulted in a mandate for me to lead a project to update content for 85 existing courses… within just 2 months of joining. ✔ Initiated and led diagnostic tests’ program vertical. This program provides Clients with an aptitude and knowledge assessment program for new hires, resulting in quicker on-boarding. It also assesses skills of existing client team members to identify and fulfill training needs.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ SKILLS DEVELOPED ► Member of business strategy core group focused on product design and fungible goals. ► Create clear, concise client pitches. ► Work through unstructured problems, shifting priorities, multiple demands, resolving ambiguity, and navigating through rapid changes. ► Manage network of multiple stakeholders and monitor SLAs. ► Hands-on exposure to a start-up ambience contributes to my passion for venture capital, private equity, investment banking, asset management.▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂

Mumbai Area, India

▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂ 07-Mar-2018 ~ 12-Apr-2018▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB DESCRIPTION ➜ Using quants to create possible investment strategies aimed at high net-worth individuals. ➜ Analysing investment opportunities in the capital markets to propose investment strategies to Clients. ➜ Preparing presentations for Clients and also delivering in-house the available market opportunities from a macro-economic perspective.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB REQUISITES ■ Excellent written and verbal communication skills. ■ A flair for making compelling Microsoft PowerPoint presentations. ■ Strong analytical skills combined with the use of Microsoft Excel to prepare investment goals and proposals. ■ Ability to multi-task and prioritise assignments while maintaining high standards of delivery.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ KEY CONTRIBUTIONS & ACHIEVEMENTS ✔ Created a strategy using ultra-short-term debt securities and ETFs to provide an optimal risk-adjusted return with the object of realising a yield that exceeds the markets. Approximately GBP 1.2m investments were applied on the basis of one such investment strategy. ✔ Fine-tuned or created Microsoft PowerPoint presentation decks and Microsoft Excel templates designed to quickly adapt and deliver Client solutions. ✔ Within the short stint that I served, was able to substantially absorb responsibilities of a key Investment Advisor who resigned on short-notice for personal reasons.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ SKILLS DEVELOPED ► Mentored by the Chief Investment Officer, I learnt to analyse and determine various investment strategies and possible outcomes. ► Applied analytical and quant skills furthermore, in a real-world environment where I was exposed to experienced professionals in the field.▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂

Mumbai Area, India

▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂ 07-Aug-2017 ~ 02-Mar-2018▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB DESCRIPTION Fund utilization of initial seed capital for deployment in investments for a start-up with rapidly changing requirements. A fluid environment was an important factor in determining investment opportunities. ➜ Understanding of risks associated with the variety of debt instruments and equity, so as to maximize earnings with minimal risk. ➜ Analysing company cash-flows to view fund amounts and periods open to investment. ➜ Allocating optimum investments bearing in mind constantly changing monetary requirements of the company.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB REQUISITES ■ Keeping in touch with management (actually, a classmate and a good friend). ■ Being able to understand, pre-empt, and react swiftly to changing nature of the capital markets.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ KEY CONTRIBUTIONS & ACHIEVEMENTS ✔ Practically applied quantitative methods learned in BSc. ✔ This was a company that belonged to a very close friend who was also my classmate. Keeping the relationship professional, disciplined, and transparent without having clarity on exactly what needed to be done was always challenging. ✔ My investments were largely into ultra-short-term debt and equity mutual funds that yielded above-average returns.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ SKILLS DEVELOPED ► Using Microsoft Excel to analyse fund performance for probable allocation of finances. ► Work in a constantly changing environment that is typical of a startup and keeping a clear head in absence of any guidelines or history.▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂

Mumbai Area, India

▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂ 11-Jun-2015 ~ 31-Jul-2015▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB DESCRIPTION ➜ Ensure timely completion of Client data for the Financial Year ending. ➜ View and authenticate or validate Client Vouchers before posting into Tally accounting software. ➜ Have the accounts approved — including the Trial Balance, Capital Account or Trading Account, Profit & Loss Account, and Balance Sheet — by the Client. ➜ Preparing a draft Income Tax Returns for the Financial Year [FY] and having it approved by Client. ➜ Scrutinise and verify accounts prepared by other colleagues. ➜ File Client Tax Returns on the Income Tax Dept website.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ JOB REQUISITES ■ Excellent command over English. ■ Effective communication skills. ■ Ability to work under pressure by prioritizing deliverables to meet tight deadlines. ■ Good computer skills, especially data entry and Microsoft Excel. ■ Practical knowledge of Tally software for swiftly and accurately posting transactions. ■ Posting of income and tax-deductible account heads into the Tax website.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ KEY CONTRIBUTIONS & ACHIEVEMENTS ✔ Understood Client Vouchers with a momentary look and posted this info into Tally. Subsequent checks revealed that I was able to do this with errors far less than the norm. ✔ Posted accounts into the Revenue Dept website and did this repetitive task without mistakes. ✔ Learnt how accounting services are delivered to Clients and key areas to focus on when viewing Client documents.▁▁▁▁▁▁▁▁▁▁▁▁▁▁▁ SKILLS DEVELOPED ► Understanding regulatory requirements, norms, and methods and efficiently map data for posting into Tally using Excel. ► Work under pressure and in a manner that met work deadlines, regardless of the clock turns.▂▂▂▂▂▂▂▂▂▂▂▂▂▂▂

Msc

Bachelor’S Degree

General Certificate Of Education [Gce], As & A Level

General Certificate Of Education [Gce], As Level

International General Certificate Of Secondary Education [Igcse]