Meher Kapadia Email & Phone Number

Sydney, New South Wales, Australia

London, England, United Kingdom

• Responsible for monitoring of Benchmark Relative mandates for a 20bn+ book of assets taken on.
• Increased collaboration with Clients on portfolio restructuring and transitions post take on.
• Discretion on dealing with daily cash flows for portfolios, trading in line with IMA and internal limits.
• Working closely with the PMs on portfolio investment planning and execution.
• Continued effort on improving processes and systems on desk and working closely with BlackRock.
• Maintaining good relationships with various stakeholders, compliance, client executives, on-boarding teams and other portfolio management teams in the business.

United Kingdom

• Implementation of trade strategies across the book of assets via multiple instruments post the monthly strategy meetings. Providing inputs of best timing for markets and liquidity perspective for best execution with.
• Exposure across Total Return mandates, Benchmark Relative and Risk Controlled Growth together with responsibility for implementing Systematic Equity strategies
• Managing Equity baskets in line with models, coacs and cash flows
• Worked on the Options Strategy managed in Multi Asset for Alpha generation.
• Portfolio on-boarding and restructuring for new and existing mandates. Includes TCA analysis.
• Cash management, cash equitation and dealing with corporate actions

London, United Kingdom

• Working with the emerging markets desk, calculating and placing equity trades on behalf of fund managers.
• Daily cash maintenance and FX monitoring, to ensure the trades placed and cash flows are reflected correctly. Investigating issues affecting cash numbers.
• Monitoring portfolios for corporate actions as well futures and participation notes expiry
• Preparing weekly papers for the strategy meeting, updating fund holdings, creating risk reports using Excerpt
• Using the FactSet to prepare daily performance reports, risk reports, fund and index information and other ad hoc reports for the fund managers

Glasgow, United Kingdom

• Hedging futures foreign currency exposures and instructing trades to rebalance the currency positions.
• Cash and liquidity management to ensure funds available to meet client cash calls and fees.
• Input / monitor and review futures transactions to include rollover and management of margin.
• Directly responsible for the timely implementation of the tactical asset allocation strategies across portfolios.
• Execution of ad-hoc client instructions, placing unit trust and equity / gilt futures trades with due diligence
• Daily monitoring of 100+ portfolios and rebalancing after cash flows, benchmark changes or price moves.

Mumbai Area, India

• Process migration of the fund accounting process migrated from Dublin, documenting procedure notes and transferring knowledge to two junior members of the team.
• Reconciliation of assets, futures and FX for clients based in Dublin across all currency holdings. Liaise with brokers to investigate unsettled trades and FX transactions.
• Identifying and reporting NAV discrepancies, investigating causes and making amendments as required.
• Adhering to strict deadlines to ensure funds were reconciled in a timely manner.

Masters, Finance

Masters, Commerce

Bachelors, Management Studies