Kumar Kushagra Email and Phone Number
Corporate entrepreneur with almost a decade of cross functional experience across multiple Investment Management domains like data management, pricing, corporate actions, reconciliation and portfolio management. Demonstrated a track record of maximizing opportunities towards business and efficiencies.Inclined towards building lean processes with best utilisation of available resources and adapting to new technology in the investment operations realm, use of data and data analysis tools such as microsoft power BI, alteryx designer, Xceptor data hub and Microsoft Excel to streamline and automate existing processes.Dedicated participation towards diversity and inclusion initiatives of the organisation and also worked towards projecting the firm as a thought leader in the industry.
Arga Investment Management (India) Private Limited
View- Website:
- argainvest.com
- Employees:
- 101
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Manager OperationsArga Investment Management (India) Private LimitedChennai, Tn, In -
Manager OperationsArga Investment Management (India) Pvt. Ltd. Apr 2024 - PresentChennai, Tamil Nadu, India
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Team LeadBny Mellon Apr 2023 - Apr 2024Pune, Maharashtra, India -
Lead AnalystBny Mellon Jun 2021 - Apr 2023Pune, Maharashtra, India -
Senior Investment Analyst Equity IndexingBny Mellon May 2020 - Jun 2021IndiaAnalysis and decision making for corporate actions such as optional dividends, bonus rights issue,entitlement offers.Outperformance analysis for Corporate Actions foroptional dividends and Tender offers.Tracking error analysis for multiple ETFs on daily basisand reporting summary to Portfolio managers.Portfolio Optimization of futures for domestic andinternational funds using MSCI BARRA Aegis.IPO tracking, analysis of SEC filings and identifyinginvestment opportunities for domestic companies andestimating inclusion of an IPO into Russell or Dow Jonesindices based on index methodologies.IPO performance monitoring on daily basis for alldomestic IPOs from the date of listing and also trackingIPO performance on the pricing date.Tracking and data gathering for all upcomingvoluntary corporate actions on a daily basis to analyzethe factors such as discounts, tax liabilities, regulatoryrestrictions etc to facilitate decision making.Performing post trade compliance activities to identifypotential compliance breaches for a set of funds.Monitor earnings for SPX stocks on a quarterly basis and prepare a summary of companies' results. -
Senior Representative Middle OfficeBny Mellon Mar 2018 - Apr 2020IndiaIdentify, analyze and eliminate discrepancies between BNYMellon's account data and custodian data utilizingbookkeeping reports and other various resources. Market Value calculation of Separately managed accountsto ensure accurate NAV calculation and publishing by thefund accounting before the US markets start tradingeveryday. Daily monitoring and evaluation of potential risks and discrepancies in client accounts. Make recommendationsfor quality control measures to ensure operationalprocesses mitigate regulatory risk and overdrafts.Interacting with Sponsor operations, Trade managementand internal PM’s. Interact with various business partners to help build business scale and efficiency. -
Data Management Analyst - Pricing And Corporate ActionsBny Mellon Apr 2015 - Feb 2018IndiaResponsible for day to day setup and maintenance ofsecurities on BNY Mellon's Managed Accounts Groupplatforms, pricing of securities on a daily basis, providinganalysis of production type data issues. Project support including writing of businessrequirements, UAT testing project work to ensurerequirements are met, and monitoring once a projectmoves to the production phase. Daily validation of accounting and other data related to themanaged accounts group, to ensure the highest quality ofdata across the organization. Communicate with internal business areas and outside vendors as needed to support daily production work and project needs.
Kumar Kushagra Education Details
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Finance And Financial Management Services -
Lucknow University, LucknowBusiness Administration And Management, General
Frequently Asked Questions about Kumar Kushagra
What company does Kumar Kushagra work for?
Kumar Kushagra works for Arga Investment Management (India) Private Limited
What is Kumar Kushagra's role at the current company?
Kumar Kushagra's current role is Manager Operations.
What schools did Kumar Kushagra attend?
Kumar Kushagra attended Vellore Institute Of Technology, Lucknow University, Lucknow.
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