Veda D. Email & Phone Number

Atlanta, Georgia, United States

• Integral member within the investment team overseeing the management of $2.5B portfolio with a primary focus on identifying investment opportunities in investment grade and high yield bond funds, private credit fund.
• Crafting presentations outlining potential investment opportunities for presentation to the management team.
• Development and maintenance of portfolio optimization and asset allocation models to enhance investment strategies and performance.
• Creating weekly performance report and authoring portfolio and market commentary for dissemination to executives and management team.
• Creating and maintaining quarterly income projection model to facilitate budgeting and cash management decisions for the finance team.
• Overseeing the maintenance of statutory state deposits by liaising with multiple parties such as custodians, investment manager, state treasurers and their brokers to ensure timely replacement of maturing securities.

Atlanta, Georgia, United States

• As a lead for fund due diligence, my responsibilities included sourcing and evaluating a range of investment products encompassing mutual funds, interval funds and ETFs across Equity, Fixed Income, Private Credit.
• Developed an investment framework to research and analyze various funds, macro trends and present the findings to the investment team highlighting key investment opportunities and recommending a course of action.
• Developed model portfolios using various optimization tools for financial advisors and made asset allocation recommendations based on current market conditions and Capital Market Assumptions.
• Monitored and tracked the performance of investments, regularly assessing their ongoing suitability for company’s portfolios.
• Generating portfolio proposals for prospective clients.
• Liaise with fund managers and their team to get timely updates.

California

• Conducted due diligence on mutual funds - monitoring performance and analyzing portfolio characteristics to fit the client’s investment mandate
• Screening for new mutual funds/ETFs to be included in our buy list to have a broad selection of investment options
• Assisting the financial advisor with risk profiling process for the clients using risk tolerance questionnaires and drafting investment policy statements to be served as guidelines for making investment decisions
• Creating portfolio simulations to be used by the Advisor for making presentations for clients and prospects
• Working closely with the financial advisor in building customized portfolios for the clients
• Periodically monitoring and rebalancing the client’s portfolio based on their updated risk guidelines or changing market conditions

India

• Reported on the corporate governance structure of the company - analysis of the company’s ownership structure, compensation of the board of directors and senior executives, functions of the board and committees.
• Evaluated the corporate environmental performance by analyzing the company’s environmental policy, resource management, energy efficiency and policies on climate change
• Reporting on the company’s involvement in community development and philanthropy as a part of ESG research
• Reporting on any controversies published in the media on a wide range of ESG themes

Education record

CFA Charterholder

Master Of Business Administration - Mba, Finance

Bachelor'S Degree, Financial & Management Accounting