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Bio

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Credentials

  • Certificate in Investment Performance Measurement (CIPM)
    CFA Institute
    Jun, 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

    • 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 - 2004
    Mumbai Education Trust-Institute Of Management
    Master of Business Administration (M.B.A.), Finance, General

Suggested Services

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Industry Focus. “Investment Management”

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