Devina Mariya Vincent Email & Phone Number

Banglore

Right Horizons is one of the leading financial advisors in Bangalore, with offices in four other major cities: Mumbai, New Delhi, Chennai, and Pune. We have 19+ years of financial advisory legacy and manage Rs 2500+ crore in Asset Under Management.Job RoleConduct data cleaning, data merging, data quality control and back-ups. Preparing quarterly reports,Interpret the findings and provide conclusions.

Banglore,Karnataka

Right Horizons Group is a client-centric Wealth Management solution provider that provides a range of services like financial planning, wealth management, portfolio management, family office services, estate planning, etc.Job Role• Assist in the analysis of investment portfolios to evaluate performance, risk, and attribution.• Generate and present reports summarizing portfolio metrics and performance to support decision-making.• Assist in monitoring portfolio risk factors and adherence to investment guidelines.• Contribute to the development of risk management reports and strategies.• Utilize financial modeling tools and software to perform analysis and generate reports.• Learn and use portfolio management systems to track and manage investments.• Discrepancies between statements are resolved by preparing a gap report, which reconciles the differences with backup files.• Weekly cadence meetings are conducted to assess work progress. Detailed minutes are compiled, outlining tasks to be completed, progress made, and associated completion dates.• As the designated individual, I am responsible for providing extensive data or various statements whenever the team requires them.

Mcom, International Finance

Hslc, Commerce, 91.2

Bachelor Of Commerce - Bcom, Finance, Cgpa 8.2