Head Of Equities
Current• Managing Equity Funds across various Risk Return profiles Managing Hybrid funds with various Asset Allocation strategyAutomated the order flow from FO to Bloomberg EMSX & back to BO, to optimize trading, clearing & settlement activities, thus eliminating human error and saving process time. • Proficient in Bloomberg, it’s Order Management Platform (EMSX) and Excel tools which help in achieving scale of execution (value & volume), with minimum “GO TO Market” lag• Executing trade (Voice and Electronic) and facilitating settlement for equity assets.• Use available market information & broker resource to achieve optimal execution for the desired portfolio position for the day• Achieving the desired portfolio position’s with least impact, through market orders or negotiated block deals• Execution covers ULIP (Nine schemes), Controlled funds (Three schemes) and historically CPPI (ten schemes)• Responsible for the return of the NIFTY benchmark schemes• Created the policy for broker empanelment and brokerage distribution. Ensure periodic brokerage payout as per the policy• Created a 2 level Risk (Order value, quantity, price etc.) matrix for all electronic execution. Risk check Level 1#at the IDBI Bloomberg EMSX end and Level 2# at each of the counter party broker end• Generating equity investment/trade ideas using non-fundamental tools and analysis• Track and share cross asset linkages regularly to the investment team• Currently working on further process improvisation on trading & settlement, migration from MFUND to MPOWER