Senior Manager Business Insights
Current- Leading the Data Quality and Business Insights functions within the Sales, Assets and Revenue Centre of Excellence (CoE) to generate actionable insights around the firm’s revenue, sales and assets performanceSelected.
- Gross Sales Forecasting: Developed a Machine Learning based model to forecast Gross Sales for the firm’s institutional business using internal, competitor and macroeconomic data - Ridge, Lasso, RF, XGB
- Developed a probabilistic Monte-carlo simulation for predicting the distribution of Assets under Management (AuM), Gross Sales, Gross Redemptions, Net Sales: Mean, Upside and Downside Scenarios
- Pricing analytics: Analyzed the historical compression seen in pricing trends across clients and business segments. Tableau dashboard to facilitate variance analysis of Basis points at a country, fund, client level
- Financial Planning and Analysis: Developed granular Scenario based forecasts for annual Gross Sales, Gross Redemptions, AuM, BPS and Net Revenue targets using industry data from McKinsey Growth Cube
- Data Exceptions Analysis: Created a Power-BI dashboard to highlight anomalies and exceptions in Revenue and AuM data through trend analysis, variance analysis, data quality rules for rectification