Darpana Lad
Assistant Manager at Mashreq Capital DIFC Limited- Claim this Profile
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Bio
Experience
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Mashreq Capital DIFC Limited
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United Arab Emirates
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Financial Services
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1 - 100 Employee
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Assistant Manager
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May 2023 - Present
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Dubai Gold & Commodities Exchange
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United Arab Emirates
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Financial Services
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1 - 100 Employee
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Trade and Surveillance
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Mar 2023 - May 2023
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MI CAPITAL Services
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United Arab Emirates
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Financial Services
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1 - 100 Employee
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Strategy Business Development Manager
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Sep 2022 - Dec 2022
Corporate communication & assisting management requirements Driving the Strategic Partnerships with various market players Leading Events and Marketing Corporate communication & assisting management requirements Driving the Strategic Partnerships with various market players Leading Events and Marketing
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Associate
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Oct 2013 - Apr 2022
Provide support to Strategy Investment Specialist team while working closely with Portfolio Managers and Investment Specialists of the product strategy. Support top- management on daily business activities. Responsible for the overall management support; strategy design, reporting and communications with the clients. Partner with the portfolio management desks and leverage product and market expertise for client acquisition and retention. Work closely with the stakeholders to assist with the preparation of portfolio marketing materials for clients and investors which includes presenting the materials in the client meetings. Assist in preparation of high quality written content on products. Assist investment processes associated with multiple groups within JP Morgan Asset Management (Client Advisory, Client Account Manager, Compliance, Consultants and RFP/DDQ). In Client Reporting, responsible to provide support to the clients by providing timely and high quality client reports for institutional Clients in EMEA and US region; the focus is on developing, managing and executing operational processes and tasks in support of Client Reporting. Reporting primarily focused on preparing fund factsheets, client review decks, standard and customized client reports. Project Management – Support the team with any ad-hoc portfolio analytical request (fee analysis, AUM monitor). Also, work on efficiency projects to create robust process in place. Take a lead on any assigned projects within the team. Show less
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State Street Syntel Services Private Limited (Financial Kpo)
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India
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Financial Services
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700 & Above Employee
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Income Analyst
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Apr 2012 - Oct 2013
Dealing directly with the clients and maintaining client's portfolio on behalf of Investment manage. Basic purpose of income processing group is to daily reconcile between IM Record Keeping System and custodian data to provide the accurate cash availability at the end of the day to the client to enable them to take future investment decisions. Dealing directly with the clients and maintaining client's portfolio on behalf of Investment manage. Basic purpose of income processing group is to daily reconcile between IM Record Keeping System and custodian data to provide the accurate cash availability at the end of the day to the client to enable them to take future investment decisions.
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Education
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Mumbai University Mumbai
Master of commerce, Business/Commerce, General -
N. L. Dalmia Institute of Management Studies and Research
Master in Financial Management, Finance -
G.N.KHALSA COLLEGE.
B.com, commerce