Pravat Sahu
Manager at Invartis Consulting- Claim this Profile
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Bio
Credentials
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POST GRADUATE PROGRAM IN DATA ANALYTICS
Purdue UniversitySep, 2021- Oct, 2024 -
DATA ANALYTICS CAPSTONE PROJECT
SimplilearnAug, 2021- Oct, 2024 -
DATA ANALYTICS IN TABLEAU
SimplilearnJul, 2021- Oct, 2024 -
DATA ANALYTICS AND DATA SCIENCE IN R PROGRAMMING
SimplilearnMay, 2021- Oct, 2024 -
DATA ANALYTICS IN PYTHON
SimplilearnMay, 2021- Oct, 2024 -
DATA ANALYTICS AND PROGRAMMING FOUNDATION
SimplilearnApr, 2021- Oct, 2024 -
DIPLOMA IN BANKING AND FINANCE
Indian Institute of Banking and FinanceFeb, 2011- Oct, 2024 -
NCFM
National Stock Exchange of India Limited
Experience
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Invartis Consulting
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Singapore
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Investment Management
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1 - 100 Employee
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Manager
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Nov 2020 - Present
Performance Measurement, Attribution and GIPS Reporting Performance Measurement, Attribution and GIPS Reporting
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Stradegi
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Singapore
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Investment Management
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1 - 100 Employee
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Performance Analyst
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Oct 2016 - Oct 2020
Performance Attribution and Private Equity Reporting Performance Attribution and Private Equity Reporting
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BNP Paribas Securities Services
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France
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Financial Services
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700 & Above Employee
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Team Lead
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Mar 2016 - Oct 2016
Key Responsibilities:1. Managing and helping the team members to produce monthly performance, risk and attribution reports such as triangular, performance summary, country attribution, sector attribution, stock attribution, stock holding and contribution, investment trust reports etc. 2. Managing the day to day operational activities and monthly STP checks issues such as large cash flows, stock transfer, asset reconciliation, high cash return, corporate action, FND refresh, historic return change, stock classification, aggregate/ line by line return, stock return, stock linking etc and acting as a technical coordinator by helping the team members in fixing the issues.3. Liaising with client reporting team, acquisition team, market data to push the fund and the benchmark data into IRP system.4. Successfully migrated the project and stabilized the critical work from Paris.5. Managing the client facing daily conference call during production business dys, preparing production pack and KPI results and share with offshore and onshore management6. Participating in performance evaluation process of team member and sharing with the management, taking preliminary interview with the Assistance manager for screening of new candidates.7. Manage the change request received from client, investigating and explaining the same to client facing team or BA or IT team to implement the changes in the system and in report.8. Managing the automation part for the team by explaining the new macro requirement to the IT team.9. Educating new joiner or other team member in the team on performance measurement, attribution calculations and providing training on process.10. Responsible for managing the procedures documents of team. Show less
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Senior Associate
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Jan 2014 - Feb 2016
Key Responsibilities:1. Producing monthly performance and risk reports such as triangular, performance summary report and resolve issues e.g. fund/benchmark data missing issues, FND refresh issue, historic return change issues etc.2. Producing monthly attribution reports such as country attribution, sector attribution, stock attribution and resolve issues e.g. classification issues, aggregate/ line by line return issues, stock return issues, stock linking issues.3. Producing summary holding reports to report the individual stock holding and contribution in the fund and resolving any issues.4. Producing investment trust reports on monthly basis and resolving any issues.5. Working on STP checks environment to validate the funds processing into system and investigating if any discrepancies such as managing large cash flows, stock transfer, asset reconciliation issues, high cash return issues, corporate action issues etc.6. Liaising with client reporting team, acquisition team to get the fund data into system and with market data team to get the benchmark data into system.7. Working on change request received from client, investigating and explaining the same to client facing team or BA or IT team to implement the changes in the system and in report.8. Managing the automation part for the team by explaining the new macro requirement to the IT team.9. Successfully migrated the project from Paris and stabilized the critical work from onshore.10. Managing the client facing daily conference call during production, preparing production pack and KPI results to share with management.11. Educating new joiner or other team member in the team on performance measurement, attribution calculations and providing training on process, responsible for creating procedures documents for team to follow. Show less
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State Street HCL Services Pvt. Ltd.
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India
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Financial Services
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700 & Above Employee
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Performance Specialist (Investment Management Operations)
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Jul 2012 - Jan 2014
• Performance Reporting of Institutional and Separately Managed Account Composite on GIPS (Global Investment Performance Standards) Compliance. • Review new accounts, terminated accounts and update composites on composite system as per guidelines, benchmark changes and confirm with Investment Teams. • Review composites quarterly with Investment Teams to ensure completeness and accuracy. • Update GIPS marketing materials maintained by the Global GIPS team and assist in compilation of composite lists. • Coordinate with the Performance Measurement teams and Global Fund Admin Team to maintain account/ fund return data in composite system, to resolve data discrepancies and to ensure accuracy of GIPS related data. • Releasing Equity and Fixed Income Composites to Global Analytics. • Working on various Performance and Risk related reports(Downside and Upside Capture ratio, Tracking Error, Sharpe Ratio, Asset weighted Dispersion/ Standard deviation, Simulated return for composite) • Fund Data Research on Unity and Mapping to StatPro. • Working on Class Action Analysis, Impact Analysis Report, RFP. Show less
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Performance Analyst
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Jun 2011 - Jul 2012
• Performance Reporting of Institutional and Separately Managed Account Composite on GIPS (Global Investment Performance Standards) Compliance. • Review new accounts, terminated accounts and update composites on composite system as per guidelines, benchmark changes and confirm with Investment Teams. • Review composites quarterly with Investment Teams to ensure completeness and accuracy. • Update GIPS marketing materials maintained by the Global GIPS team and assist in compilation of composite lists. • Coordinate with the Performance Measurement teams and Global Fund Admin Team to maintain account/ fund return data in composite system, to resolve data discrepancies and to ensure accuracy of GIPS related data. • Releasing Equity and Fixed Income Composites to Global Analytics. • Working on various Performance and Risk related reports(Downside and Upside Capture ratio, Tracking Error, Sharpe Ratio, Asset weighted Dispersion/ Standard deviation, Simulated return for composite) • Fund Data Research on Unity and Mapping to StatPro. • Working on Class Action Analysis, Impact Analysis Report, RFP. Show less
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Get through guides
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India
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Appliances, Electrical, and Electronics Manufacturing
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Jr Technical Content Developer
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Aug 2010 - May 2011
Assisting Authors in doing research and writing on various books related to IFRS foundation and ACCA certification courses. Assisting Authors in doing research and writing on various books related to IFRS foundation and ACCA certification courses.
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Education
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2021 - 2021
Purdue University
Postgraduate Degree, Data Analytics -
2008 - 2010
IIMT,PUNE
MBA, Finance -
2004 - 2007
Utkal University
B.COM, Accounts
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