Manav Modi Email & Phone Number

Abu Dhabi Emirate, United Arab Emirates

Faculty for Chartered Financial Analyst (CFA) Program

Bengaluru, Karnataka, India

• Visited firm’s headquarter in New York for five weeks in June 2023 and prepared a time sensitive RFP for a new strategy launched by the firm. Also brainstormed with multiple stakeholders to create a new marketing.
• Prepared responses to various Request for Proposals (RFPs) for prospective investors. This required a detailed understanding of the fund entities, the firm, investor/prospect, and ongoing updates around policies.
• Reviewed various monthly and quarterly reports which serve as either marketing materials for prospective investors or reporting documents for existing investors. Mentored and guided various junior members of the team.

Bengaluru, Karnataka, India

• Generated new marketing materials from scratch for new fund/strategy launches. This required liaising with multiple stakeholders to create novel content within strict timelines to enable the relationship.
• Implemented various process improvement projects with the development team to streamline and update the tools leveraged by the IR team. Prioritized various tasks which require automation, did a cost-benefit analysis of.
• Prepared and reviewed responses to various Due Diligence Questionnaires (DDQs) for investors and/or consultants. This included gathering and analyzing data from firm’s proprietary tools and other third-party tools, and.
• Mentored various junior members of the team through internship projects, project brainstorming, process implementation, etc.

Hyderabad, Telangana

• Prepared, updated, and distributed various monthly and quarterly reports/presentations which serve as either marketing materials for prospective investors or reporting documents for existing investors. These reports.
• Built various tools in PowerBI and VBA to streamline tasks for the Investor Relations team. Some of the highlights are:o Developed a MS Word Macro to highlight punctuation errors in a word document with one click. This.

Kolkata

-To help in getting media partnership for IIFT events in the form of News publication houses, News channels and MBA content websites-To work in the Core Organizing Committee of Vivaan - International Business Summit at IIFT and similar events and contribute towards their promotion-To help in development of brochures, posters and other communication.

Kolkata

-Led a team of more than 40 people viz. Curators, Event Day Management, Production, and Logistics-Took over the shared responsibility of license application, team selection and all other aspects related to the event

Bangalore

-Analyse investment pattern on orders and strategise to reduce and redistribute the overall burn per order. Time Series analysis was also performed to gauge investment pattern across order categories for reducing burn-Understand characteristics of restaurants garnering new-users on platform and devise strategy for restaurants basis the different behavior.

Kolkata

-To work in the Core Organizing Committee of Vivaan - International Business Summit at IIFT and similar events and contribute towards their promotion-To help in development of brochures, posters and other communication material for any student activity at IIFT

Pune Area, India

-Automate the existing data work streams to render them more economic, efficient and reliable. It involved breaking the process into finer streams, automating each individual stream, and finally tying it back all together to create the original stream, which creates the same report in lesser time-Initiate setting up of new data processing streams to cater.

Bangalore

-Analyze the patient level performance of a drug for market screening research for one of the largest pharmaceutical company based in U.S. Compared how our drug is faring in the market with respect to competitors on key performance indicators, to understand how to phase out the drug from the market still making the maximum profit-Restructure the marketing.

Cfa Level 3 Cleared, Finance

L1: Jun 2019 L2: Aug 2021 L3: May 2022

Mba In International Business

-Regional qualifiers of the TATA MindRover Season 7 case study competition 2019 -Campus Runners Up, TATA Steel-a-Thon case study.

Bachelor Of Engineering - Be, Information Technology

Education record