Manager, Performance Measurement

• Aug 2022 - Present

Performance Measurement Analyst

• Oct 2017 - Aug 2022

Research Analyst

• Mar 2016 - Oct 2017

• Monitored the performance measurement of portfolios, devised peer set for performance comparison, back-tested new portfolio concepts, as well as prepared market commentaries.• Interacted with the portfolio management team, Sales team and Advisors on new product ideas.• Performed portfolio attribution analysis as well prepared key marketing materials.• Performed in-depth data analysis to identify and develop appropriate illustrations in line with the overall project requirement.• Created and updated templates for monthly and quarterly portfolio manager presentations, and investment advisor booklets used by the sales and marketing team. • Spearheaded process automation using VBA, Tableau and other data analytics tools.• Produce ad-hoc research reports and tools for both internal and external use.

Investment Analyst

• Sep 2015 - Mar 2016

• Develop a portfolio analysis dashboard including Equities, Bonds, Mutual Funds, and ETFs for Financial Advisors.• Evaluating the clients Risk profile and developing an algorithm for identifying optimum solutions for their portfolio.• Conduct regular portfolio reviews to communicate performance and outlook to Senior Managers.• Provide analysis, commentaries, and reports on current and evolving market trends.• Managing relationships with key stakeholders including Investors and Financial Advisors.• Manage external influences including regulatory and economic threats.

Investment Analyst

• Jun 2009 - Jun 2015

ASK Investment Managers is the largest Portfolio Management Services provider in India with assets under management of $1 Billion. It has consistently been among the top performing funds in the country. The aim is to identify and manage `long only' ideas that are characterized by quality and growing businesses run by competent and honest management and are available at attractive valuations. Focus is on long-term superior compounding and capital preservation through the cycles of the market. Role & Responsibilities:Identifying new investment opportunities and assisting the Portfolio Managers to make prudent investment decisions on behalf of clients.• Analyzing economic and market trends.• Undertaking detailed analysis of companies under coverage, including financial modelling and market research.• Identify new investment opportunities.• Determining appropriate entry and exit prices using different valuation techniques.• Presenting research and analysis to the Fund Managers/Investment Committee for further discussion and decision-making.• Maintaining internal databases and record systems.• Building and maintaining relationships with key investment managers, analysts, industry participants and management of the researching companies.

Summer Intern

• 2008 - 2008

Multi- Factor Analysis and Rule Based Trading SetupProject Description:To study the various fundamental factors that affect the Banking Sector and to perform Regression Analysis in order to study their impact on the Share Prices of the various banks. The basic aim of this project was to use technical research to find which and how much the fundamental factors affect the share prices of a bank.The other part of the project dealt with developing models for various technical indicators including the MACD-Histogram indicator and checking for their effectiveness.