Minoti Wagle Dhanaraj Email & Phone Number

Investment team member responsible for assisting/supporting the CIO in all duties related to the investment of the portfolio, including but not limited to portfolio asset allocation, manager due diligence/monitoring, and internal/external communications and reporting. Focused on the organizations commitment to sustainable and responsible investing. Helping to drive outcomes in screening and selecting managers based on their commitment to Environmental, Social, and Governance (ESG), Diversity, Equity, and Inclusion (DEI), climate change, and other factors.

Initiative bringing together Global Women Leaders in investing, business and technology, to nurture Female Talent in Boardrooms.

San Francisco, Us

Enabling the professional success of South Asian women by enabling community, conversation, and outcomes in the areas of leadership development, mentoring, entrepreneurship, and social good.

•Senior investment team member reporting directly to the Deputy CIO of the city’s ~$3.5B civilian pension fund. Responsibilities include: asset allocation review, analysis and monitoring; investment policy review and monitoring; investment manager hiring and monitoring; and communicating investment performance to the 7-member Board.•Perform due diligence and analysis on investment opportunities, investment strategies, and potential new fund initiatives. Assisted in fulfilling new fund mandates in Credit Opportunities and Small Cap Growth Equity.•Participate in industry conferences and management meetings and evaluate current and potential investment managers to determine fit with fund’s investment strategy. Assist with Next Generation searches and events.

New York, Ny, Us

• Conduct research and develop models to create a thesis on securities within the software, IT services, cruise line, gaming, lodging, leisure, restaurant, toy, and theme parks industries as a member of the central research department supporting various portfolio teams. Convey viewpoints through firm-wide research notes and discussions with portfolio managers.• Conduct extensive research on companies utilizing a bottom-up approach. This includes conducting channel checks, meeting with company management, attending industry conferences/investor events and performing competitor analysis to form a differentiated investment view of stocks.• Develop and maintain financial models and prepare presentations on covered industries.

New York, Ny, Us

• Responsible for developing and testing various investment theses in industries that the India Investment Fund (IIF) targets in order to advise the funds portfolio managers.

Boston, Ma, Us

• Conducted quantitative analysis, database stratification techniques and cash flow modeling for the issuance of new asset backed debt securities. • Worked with rating agencies, bond insurers, and investment banks and performed financial scenario optimization to enhance asset-backed securities offering and structuring for investors.

• Member of CFO’s core team responsible for analyzing historical and current profitability data to build more accurate internal financial forecasts. • Created Excel based models detailing the company’s financial status for presentation to the Board of Directors.

Chicago, Il, Us

• Managed private placement portfolio consisting of 15 companies in various industries and assessed investment opportunities utilizing various methods including comparable company and risk analysis.• Arranged private placement memoranda including a $50 million, sr. debt financing memo for a large engineering firm.

Master Of Business Administration (Mba), Finance, Economics

Mba, Exchange Student

Bba, Finance

Education record