Shantala Mukherjee, Cfa, Caia
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Shantala Mukherjee, Cfa, Caia Email & Phone Number

Business Consultant (Investment Management) at Invartis Consulting
Location: Singapore, Singapore, Singapore 8 work roles 5 schools
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Current company
Invartis Consulting
Role
Business Consultant (Investment Management)
Location
Singapore, Singapore, Singapore
Company size
52 employees

Who is Shantala Mukherjee, Cfa, Caia? Overview

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Shantala Mukherjee, Cfa, Caia is listed as Business Consultant (Investment Management) at Invartis Consulting, a company with 52 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Shantala Mukherjee, Cfa, Caia.

Shantala Mukherjee, Cfa, Caia previously worked as Business Consultant at Invartis Consulting and Senior Investment Analyst - Portfolio Management Team, Aegon Investments Limited at Aegon. Shantala Mukherjee, Cfa, Caia holds Chartered Financial Analyst from Cfa Institute.

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Email format at Invartis Consulting

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Invartis Consulting

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Profile bio

About Shantala Mukherjee, Cfa, Caia

I've worked for several years in asset management, in the areas of asset class research, risk analysis, financial markets analysis, manager selection, asset allocation and portfolio construction. Currently, I am a Business Consultant for investment management firms, helping them to streamline their processes for asset allocation and risk management.I enjoy working on data analysis and visualisation projects using Python.I write a blog 'Contango Pencil' on viewing financial history through the lens of fiction. Fluent in English, I also speak Bengali, Hindi, Italian, and I'm currently learning Japanese.Twitter handle: @sh_mukherjeeBlog: www.contangopencil.comWebsite: www.shantalamukherjee.comGithub: https://github.com/sh-mukherjeeCitizenship: British and Overseas Citizen of India (OCI)

Listed skills include Performance Measurement, Microsoft Excel, Portfolio Administration, Collective Investment Schemes, and 11 others.

Current workplace

Shantala Mukherjee, Cfa, Caia's current company

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Invartis Consulting
Invartis Consulting
Business Consultant (Investment Management)
Singapore
Website
invartisconsulting.com
Employees
52
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8 roles

Shantala Mukherjee, Cfa, Caia work experience

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

Senior Investment Analyst - Portfolio Management Team, Aegon Investments Limited

Aegon

Edinburgh, United Kingdom

Developed and implemented the performance attribution, risk analysis and portfolio construction process for our multi-asset portfolios. Developed the framework for performance tolerance limits for the underlying fund managers in our portfolios. Research financial markets and global macro themes, including ESG themes, and their impact on major asset classes.

Aug 2016 - Nov 2021

Investment Analyst - Alternative Assets

Mercer

London, United Kingdom

Joined the Alternative Assets portfolio team in the Investments business of Mercer to help to manage the main $2 billion hedge fund of funds, as well as smaller hedge fund/private equity and UCITS fund of funds for clients such as pension funds and family offices from the UK, Europe and APAC regions. Researched hedge fund managers to invest in, analysed.

Aug 2015 - Jun 2016

Performance Analyst

Ubs Global Asset Management

London, United Kingdom

Performance analysis and attribution for portfolios with diverse strategies -- active, passive, single asset class, multi-asset, for a variety of institutional clients based in UK, Europe, APAC. Coordinated the production of regular and ad-hoc performance reports for the asset managers and clients, and assisted in the implementation of a new global.

May 2014 - Aug 2015

Performance Analyst

State Street Bank And Trust

Edinburgh, United Kingdom

Performance analysis of client portfolios, verifying the accuracy of all data and portfolio/benchmark performance results, and collaborating with client managers to develop reporting for complex investment strategies in order to support clients in their investment decisions, testing and providing feedback on product quality of new analysis and reporting.

Oct 2012 - Apr 2014

Fund Administrator - Pricing

State Street Bank And Trust

Edinburgh, United Kingdom

Production and review of daily NAV and fund price reports to clients and to external data vendors.-----------------------------------------------------------------------------------------------------Daily pricing - Excel models - Livewire-----------------------------------------------------------------------------------------------------

Apr 2012 - Oct 2012

Client Services Representative, Associate 2

State Street Bank And Trust

Edinburgh, United Kingdom

Testing, development, promotion and client support for State Street products e.g. Cash Manager, trade input systems; producing training guides, process documentation and presentations for clients.Providing client deliverable reports and daily transaction checks for cash projections, trades, income, corporate actions; resolving highly complex client.

Apr 2010 - Apr 2012
Team & coworkers

Colleagues at Invartis Consulting

Other employees you can reach at invartisconsulting.com. View company contacts for 52 employees →

NH Nor Hidayatullah Nor Idris Nor Hidayatullah Nor Idris Colleague at Invartis ConsultingSepang, Selangor, Malaysia, Malaysia View → AY Amit Yadav Amit Yadav Colleague at Invartis ConsultingSingapore, Singapore View → KM Kshitij Mapuskar Kshitij Mapuskar Colleague at Invartis ConsultingSingapore, Singapore View → DV Deepak Vishwakarma Deepak Vishwakarma Colleague at Invartis ConsultingCyberjaya, Selangor, Malaysia, Malaysia View → JJ John J. Doyle Iii John J. Doyle Iii Colleague at Invartis ConsultingMont Vernon, New Hampshire, United States, United States View → PS Pravat Sahu Pravat Sahu Colleague at Invartis ConsultingWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → NN Nausheen Nizar Hussain Nausheen Nizar Hussain Colleague at Invartis ConsultingCyberjaya, Selangor, Malaysia, Malaysia View → NM Nik Muhammad Aiman 'Adros Nik Muhammad Aiman 'Adros Colleague at Invartis ConsultingPutrajaya, Putrajaya Federal Territory, Malaysia, Malaysia View → HS Himtosh Sharma Himtosh Sharma Colleague at Invartis ConsultingGurugram, Haryana, India, India View → VS Vidur Sharma Vidur Sharma Colleague at Invartis ConsultingSingapore, Singapore View →
5 education records

Shantala Mukherjee, Cfa, Caia education

Chartered Financial Analyst

Cfa Institute

Activities and Societies: CFA Society of the UK

Caia Charter

Caia Association

Activities and Societies: CAIA London Chapter

Investment Administration Qualification (Iaq), Now Called Ioc

Chartered Institute For Securities And Investment

Doctor Of Philosophy (Ph.D.), Mathematics

University Of Wisconsin-Madison

My research work, under the supervision of Prof Georgia Benkart, was on coadjoint orbits of nilpotent Lie algebras.

M.Sc. (Integrated), Mathematics

Indian Institute Of Technology, Kanpur

The 5 year M.Sc. (Integrated) programme at IIT Kanpur is a combined undergraduate and master's course of study, beginning with a broad.

FAQ

Frequently asked questions about Shantala Mukherjee, Cfa, Caia

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

What company does Shantala Mukherjee, Cfa, Caia work for?

Shantala Mukherjee, Cfa, Caia works for Invartis Consulting.

What is Shantala Mukherjee, Cfa, Caia's role at Invartis Consulting?

Shantala Mukherjee, Cfa, Caia is listed as Business Consultant (Investment Management) at Invartis Consulting.

Where is Shantala Mukherjee, Cfa, Caia based?

Shantala Mukherjee, Cfa, Caia is based in Singapore, Singapore, Singapore while working with Invartis Consulting.

What companies has Shantala Mukherjee, Cfa, Caia worked for?

Shantala Mukherjee, Cfa, Caia has worked for Invartis Consulting, Aegon, Mercer, Ubs Global Asset Management, and State Street Bank And Trust.

Who are Shantala Mukherjee, Cfa, Caia's colleagues at Invartis Consulting?

Shantala Mukherjee, Cfa, Caia's colleagues at Invartis Consulting include Nor Hidayatullah Nor Idris, Amit Yadav, Kshitij Mapuskar, Deepak Vishwakarma, and John J. Doyle Iii.

How can I contact Shantala Mukherjee, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Shantala Mukherjee, Cfa, Caia at Invartis Consulting, including work email, phone, and LinkedIn data when available.

What schools did Shantala Mukherjee, Cfa, Caia attend?

Shantala Mukherjee, Cfa, Caia holds Chartered Financial Analyst from Cfa Institute.

What skills is Shantala Mukherjee, Cfa, Caia known for?

Shantala Mukherjee, Cfa, Caia is listed with skills including Performance Measurement, Microsoft Excel, Portfolio Administration, Collective Investment Schemes, Fund Pricing, Trade And Income Processing, Global Markets, and Languages.

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