Neha Rathi, Cfa
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Neha Rathi, Cfa Email & Phone Number

Investment Associate at UTI Investments (UTI International Limited)
Location: Singapore, Singapore, Singapore 8 work roles 2 schools
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Current company
UTI Investments (UTI International Limited)
Role
Investment Associate
Location
Singapore, Singapore, Singapore
Company size
49 employees

Who is Neha Rathi, Cfa? Overview

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Quick answer

Neha Rathi, Cfa is listed as Investment Associate at UTI Investments (UTI International Limited), a company with 49 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Neha Rathi, Cfa.

Neha Rathi, Cfa previously worked as RFP & Investment Associate at Uti International Limited and Alternative Investments- Sales Assistant & RFP at Amundi. Neha Rathi, Cfa holds Master'S Degree, Financial Markets And Investments from Skema Business School.

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UTI Investments (UTI International Limited)

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Profile bio

About Neha Rathi, Cfa

As a Sales Assistant & RFP at Amundi, I support and drive sales for both long-only and alternative hedge fund strategies, with a strong focus on client relations and project management. I have over four years of experience in the asset management industry, working with global teams and institutional investors across various markets and regions.I hold a MSc in Financial Markets & Investments from Skema Business School in Paris, and I have passed the CFA Level III exam, demonstrating my commitment and expertise in the field. I have also completed certifications in Bloomberg Market Concepts and French A1 level, enhancing my analytical and communication skills. My core competencies include financial analysis, due diligence, attention to detail, and teamwork. My goal is to leverage my skills and knowledge to provide innovative and tailored solutions for institutional investors, while aligning with Amundi's values and vision of ESG and sustainability.

Current workplace

Neha Rathi, Cfa's current company

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UTI Investments (UTI International Limited)
Uti Investments (Uti International Limited)
Investment Associate
Singapore
Website
utifunds.com
Employees
49
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8 roles

Neha Rathi, Cfa work experience

A career timeline built from the work history available for this profile.

Alternative Investments- Sales Assistant & Rfp

Amundi

Paris, Île-de-France, France

Main responsibilities:Project Management:-In liaison with all parts of the company, gather, organize information on the firm, the strategies, processes, portfolios and performances for the purpose of responding to ad hoc questions, preparing investment review material -Closely work with the sales teams globally to identify client needs and present.

Jan 2022 - Jan 2024

Institutional Investor Solutions Intern

Lyxor Asset Management

Paris Area, France

Transversal position: work in direct collaboration with hedge fund analysts, management, salesand structuring teamsInterface between management and distribution: creation of sales tools and marketing materials(pitch books, fund profiles, DDQs)Assisted with the launch and promotion of a TMT & a Global Macro Strategy Fund withcombined assets of USD 1.8bnRFP.

Sep 2019 - Jan 2020

Internship

O3 Wealth & Asset Management

Bengaluru Area, India

Researching on investment opportunities in different class of assets, with a focus on capital preservation and superior risk-adjusted returns.

Mar 2018 - Jun 2018

Equity Research Analyst

Moody'S Analytics

Bengaluru Area, India

Conducted in-depth research and performance tracking of global companies across diversesectors, utilizing fundamental analysis to substantiate stock ratingsProvided investment recommendations and authored quarterly earnings reports highlightingmacro-economic trends, insights, and primary market drivers from both top-down and.

Nov 2015 - Mar 2017
Team & coworkers

Colleagues at UTI Investments (UTI International Limited)

Other employees you can reach at utifunds.com. View company contacts for 49 employees →

SC Shanky Cousin Shanky Cousin Colleague at Uti Investments (Uti International Limited)Jammu & Kashmir, India, India View → PM Prisca Mokoena Prisca Mokoena Colleague at Uti Investments (Uti International Limited)City Of Johannesburg, Gauteng, South Africa, South Africa View → AF Andrew Fewster Andrew Fewster Colleague at Uti Investments (Uti International Limited)Greater Melbourne Area, Australia View → AL Alicia Law Alicia Law Colleague at Uti Investments (Uti International Limited)Singapore, Singapore View → DB Dale Botha Dale Botha Colleague at Uti Investments (Uti International Limited)South Africa, South Africa View → NA N Awab •••🙃••• N Awab •••🙃••• Colleague at Uti Investments (Uti International Limited)Lahore, Punjab, Pakistan, Pakistan View → RS Rashmi Sadhwani Rashmi Sadhwani Colleague at Uti Investments (Uti International Limited)Singapore, Singapore View → SR Soubhagya Ranjan Nayak Soubhagya Ranjan Nayak Colleague at Uti Investments (Uti International Limited)Dhenkanal, Odisha, India, India View → BD Benita Du Plessis Benita Du Plessis Colleague at Uti Investments (Uti International Limited)City Of Johannesburg, Gauteng, South Africa, South Africa View → MS Mindy Saw Mindy Saw Colleague at Uti Investments (Uti International Limited)Singapore, Singapore View →
2 education records

Neha Rathi, Cfa education

Bachelor'S Degree, Business/Commerce, General

Christ University, Bangalore

Activities and Societies: Volunteer for Prayas 2013 (leading inter-collegiate fest in the Country).

FAQ

Frequently asked questions about Neha Rathi, Cfa

Quick answers generated from the profile data available on this page.

What company does Neha Rathi, Cfa work for?

Neha Rathi, Cfa works for UTI Investments (UTI International Limited).

What is Neha Rathi, Cfa's role at UTI Investments (UTI International Limited)?

Neha Rathi, Cfa is listed as Investment Associate at UTI Investments (UTI International Limited).

Where is Neha Rathi, Cfa based?

Neha Rathi, Cfa is based in Singapore, Singapore, Singapore while working with UTI Investments (UTI International Limited).

What companies has Neha Rathi, Cfa worked for?

Neha Rathi, Cfa has worked for Uti Investments (Uti International Limited), Uti International Limited, Amundi, Lyxor Asset Management, and O3 Wealth & Asset Management.

Who are Neha Rathi, Cfa's colleagues at UTI Investments (UTI International Limited)?

Neha Rathi, Cfa's colleagues at UTI Investments (UTI International Limited) include Shanky Cousin, Prisca Mokoena, Andrew Fewster, Alicia Law, and Dale Botha.

How can I contact Neha Rathi, Cfa?

You can use AeroLeads to view verified contact signals for Neha Rathi, Cfa at UTI Investments (UTI International Limited), including work email, phone, and LinkedIn data when available.

What schools did Neha Rathi, Cfa attend?

Neha Rathi, Cfa holds Master'S Degree, Financial Markets And Investments from Skema Business School.

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