Helping financial advisors drive sales wins with portfolio construction proposals and analytics across public and private markets, delivering best-in-class asset allocation strategies and developing relevant and timely thought leadership

• Fast track promotion to Fixed Income SpecialistWon mandates of EUR 1000 million+ by drafting sales proposal documents, strategy decks, fund profiles etc. for a German Asset Manager.

• Due diligence of equity and fixed income strategies for institutional investors & consultants – Investment Process, Portfolio Construction and Risk Management Process

Fast track promotion to Process Lead:Handled a team of 13 members and liasoned with investment managers for operations. Involvement in training team members, process supervision and troubleshooting escalated problems.

Periodic investment monitoring & performance measurement of pension fund schemes for clients from the Canada region.Performance benchmarking, attribution, peer comparison and PVDBO Vs Asset Fair Value reporting.

• Index Research: P/E ratio vs subsequent returns analysis of major market and sectoral indices encompassing 20 years historical data to identify overvaluation/undervaluation of broader markets.• Sectoral Research: Designed an excel framework for fundamental analysis which ranks 119 sectors according to their potential opportunity for investment.• Equity Research: Fundamental and qualitative analysis of Maruti Suzuki India Ltd. (15 years) with 5 year forward projections