Aran Nagendra, CFA

Co-Founder & Director at India Avenue Investment Management
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Contact Information
us****@****om
(386) 825-5501
Location
Sydney, New South Wales, Australia, AU
Skills

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Credentials

  • Excel VBA for Finance
    Corporate Finance Institute® (CFI)
    May, 2020
    - Nov, 2024
  • Visualising Data with Python
    edX
    Apr, 2020
    - Nov, 2024
  • Analysing Data with Python
    edX
    Mar, 2020
    - Nov, 2024
  • RG146
    Kaplan Financial Education
    Dec, 2015
    - Nov, 2024
  • Chartered Financial Analyst
    CFA Institute
    Sep, 2012
    - Nov, 2024
  • Financial Modeling & Valuation Analyst
    Corporate Finance Institute® (CFI)

Experience

  • India Avenue Investment Management
    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Co-Founder & Director
      • Jun 2021 - Present

      Non-Executive Director Investment Committee Member

    • Co-Founder & Portfolio Manager
      • Jun 2015 - Jun 2021

      - Portfolio trading and exposure management of cash equities and listed index futures, keeping the portfolio within trading and compliance limits as well as reducing market impact- Conduct research on India's capital markets via analysis of the economy, sectors and companies - Automated processes and developed internal order management and pre trade compliance system using Python to handle multi-advisor portfolios- Responsible for overseeing the fund’s positioning across FX, derivatives, cash and equities, building relationships with brokers, cash balances and corporate actions- Investor Relations with a focus on financial planners and wealth advisors as well as institutional investors such as endowment and superannuation funds.

  • Magnis Energy Technologies
    • Australia
    • Manufacturing
    • 1 - 100 Employee
    • Corporate Development Manager
      • Aug 2021 - Present

      - Working with the board and management team to develop the company's business and capital allocation strategy - Contribute, assist and facilitate working capital and project financing for the company and underlying subsidiaries and investments - Provide strategic, investment and capital markets insights through financial modelling, industry and competitor analysis - Working with the board and management team to develop the company's business and capital allocation strategy - Contribute, assist and facilitate working capital and project financing for the company and underlying subsidiaries and investments - Provide strategic, investment and capital markets insights through financial modelling, industry and competitor analysis

  • Avant Mutual
    • Australia
    • Insurance
    • 300 - 400 Employee
    • Project Manager - Investments
      • May 2021 - Oct 2021

      - Investment due-diligence of Fixed Income and Equity strategies - Asset allocation, portfolio construction and manager selection under Australian regulatory capital (LAGIC) insurance framework - Streamlining investment decision making and recommending enhancements to current processes - Investment due-diligence of Fixed Income and Equity strategies - Asset allocation, portfolio construction and manager selection under Australian regulatory capital (LAGIC) insurance framework - Streamlining investment decision making and recommending enhancements to current processes

  • NAB
    • Australia
    • Banking
    • 700 & Above Employee
    • Senior Investment Analyst, Capital Markets Research
      • Feb 2013 - Jun 2015

      - Conducted strategic and dynamic asset allocation modelling using MLC’s proprietary scenario framework to recommend changes to increase portfolio efficiency and identify asymmetric investment opportunities. - In-depth capital markets research across asset classes. Triangulating economic analysis and asset market pricing with internal models to continuously assess and improve the scenario framework - Liaised with MLC’s Derivatives team to develop portfolio protection strategies to mitigate left tail outcomes. - Conducted research projects individually as well as in collaboration with other asset class teams that complemented and diversified the existing portfolio.

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Investment Analyst
      • Nov 2007 - Feb 2013

      - Asset owner investment due-diligence on equities and liquid Alternatives strategies for ING Investment Management which was subsequently bought by ANZ Wealth - Portfolio Construction for both Equity and Alternatives portfolios. - Asset owner investment due-diligence on equities and liquid Alternatives strategies for ING Investment Management which was subsequently bought by ANZ Wealth - Portfolio Construction for both Equity and Alternatives portfolios.

Education

  • UNSW Australia
    Bachelor of Commerce (BCom), Finance, General
    2004 - 2007
  • UNSW Australia
    Bachelor of Science (BSc), Mathematics and Statistics
    2004 - 2007

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