Bio
Credentials
-
Certificate in Investment Performance Measurement (CIPM)
CFA InstituteJun, 2015- Apr, 2026
Experience
-
-
India
-
Investment Management
-
1 - 100 Employee
-
VP - Business Operations
-
Jul 2022 - Present
I am handling the business operations of our organization and assist the CEO in overall functioning of the firm. Driving projects, project coordination, business analytics and providing value added inputs to the CEO are my primary functions.
-
-
AVP - MD's Office
-
Apr 2015 - Jun 2022
From April 2015 onwards:I moved from the Operations team to the MD's Office, whereby my task is to assist the Chief Operating Officer (COO) in running the daily operations of the company and ensure smooth functioning of all the departments which come under this purview i.e Operations, Performance Analytics, IT, Finance, HR and Administration.Activities include driving new projects, coordinating between teams in completing the tasks, MIS preparation, assist in completing client RFP's, etc. Basically, be a one stop shop for everyone in the firm.Currently, also part of Performance and Risk Management Committee of the firm.
-
-
Senior Manager - Operations
-
Jan 2009 - Mar 2015
Jan 2009 - March 2015:As part of the Operations team, the scope of my activities was largely to:(1) Calculate And present Investment Performance On A Monthly Basis(2) Respond to client queries (3) Oversee the India Equity Middle Office Trading Function (4) Complete client RFP/RFI(5) Update monthly factsheets/presentations
-
State Street Syntel Services
-
Mumbai Area, India
-
Team Lead
-
Nov 2005 - Jan 2009
-
Mumbai Area, India
Led a team to London and migrated the performance attribution function to Mumbai.I continued to work as a Performance Analyst and managed a team responsible for calculating and presenting Investment Results. The process was successfully stabilized, based on which performance function from other regions began to get migrated.
-
-
Senior Associate
-
Jul 2004 - Oct 2005
Uploading and maintaining financial information of companies in the database
-
-
Education
-
2002 - 2004Mumbai Education Trust-Institute Of Management
Master of Business Administration (M.B.A.), Finance, General
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Management”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community