VP, Portfolio Analytics

• Jun 2018 - Present

• Managed Mutual Fund, ETF and direct stock research for 300+ high net worth clients of the firm across the risk spectrum. • Analyzed a basket of individual stocks, performed valuation analyses and created research reports. • Conducted qualitative and quantitative research across asset classes and time horizons using attributes including yield, duration, expenses, manager tenure, alpha, Sharpe ratio, standard deviation, drawdowns to identify superior investment opportunities… Show more • Managed Mutual Fund, ETF and direct stock research for 300+ high net worth clients of the firm across the risk spectrum. • Analyzed a basket of individual stocks, performed valuation analyses and created research reports. • Conducted qualitative and quantitative research across asset classes and time horizons using attributes including yield, duration, expenses, manager tenure, alpha, Sharpe ratio, standard deviation, drawdowns to identify superior investment opportunities. • Structured and tested strategic asset allocation models across multiple scenarios and presented findings to the CEO. • Interacted with numerous investment wholesalers to cross verify investment outlook and strategies in dynamic market conditions.

Research Associate

• Jun 2017 - May 2018

Senior Manager- Portfolio Management Services

• Dec 2014 - Jun 2016

• Developed and led the implementation efforts for client acquisition strategies for wealth management, which increased the AUM by 37% in 6 months • Initiated and played key role in acquiring the first start-up fund raising mandate for the Investment Banking team, leading to $200k in fees • Marketed, solicited and raised $8mn for an in-house real estate structured product from HNW and UHNW clients • Trained team members on strategies to solicit potential clients, and establish and… Show more • Developed and led the implementation efforts for client acquisition strategies for wealth management, which increased the AUM by 37% in 6 months • Initiated and played key role in acquiring the first start-up fund raising mandate for the Investment Banking team, leading to $200k in fees • Marketed, solicited and raised $8mn for an in-house real estate structured product from HNW and UHNW clients • Trained team members on strategies to solicit potential clients, and establish and mine sustainable advisory relationships for portfolio management • Analyzed key competitors, performed benchmark analyses and made strategy recommendations to senior management regarding incentive structure, product architecture and organizational hierarchy for private banking • Collaborated and managed the effort to develop a client portfolio reporting software from a business perspective with the IT team Show less • Developed and led the implementation efforts for client acquisition strategies for wealth management, which increased the AUM by 37% in 6 months • Initiated and played key role in acquiring the first start-up fund raising mandate for the Investment Banking team, leading to $200k in fees • Marketed, solicited and raised $8mn for an in-house real estate structured product from HNW and UHNW clients • Trained team members on strategies to solicit potential clients, and establish and… Show more • Developed and led the implementation efforts for client acquisition strategies for wealth management, which increased the AUM by 37% in 6 months • Initiated and played key role in acquiring the first start-up fund raising mandate for the Investment Banking team, leading to $200k in fees • Marketed, solicited and raised $8mn for an in-house real estate structured product from HNW and UHNW clients • Trained team members on strategies to solicit potential clients, and establish and mine sustainable advisory relationships for portfolio management • Analyzed key competitors, performed benchmark analyses and made strategy recommendations to senior management regarding incentive structure, product architecture and organizational hierarchy for private banking • Collaborated and managed the effort to develop a client portfolio reporting software from a business perspective with the IT team Show less

Senior Manager

• Aug 2013 - Dec 2014

• Managed client relationships totaling $100mn in AUM and developed customized wealth management solutions • Liaised efficiently with the product team, client’s legal and accounting teams in structuring tax management, financial reporting and investment strategies for asset sale transactions, leading to over $2mn in tax savings • Identified business opportunities and expanded firm’s client base to new towns, which increased team’s AUM by $12mn • Developed expertise across the entire… Show more • Managed client relationships totaling $100mn in AUM and developed customized wealth management solutions • Liaised efficiently with the product team, client’s legal and accounting teams in structuring tax management, financial reporting and investment strategies for asset sale transactions, leading to over $2mn in tax savings • Identified business opportunities and expanded firm’s client base to new towns, which increased team’s AUM by $12mn • Developed expertise across the entire spectrum of financial products offered by the firm • Awarded a performance bonus for exceeding revenue targets; only individual to receive a bonus at my designation level Show less • Managed client relationships totaling $100mn in AUM and developed customized wealth management solutions • Liaised efficiently with the product team, client’s legal and accounting teams in structuring tax management, financial reporting and investment strategies for asset sale transactions, leading to over $2mn in tax savings • Identified business opportunities and expanded firm’s client base to new towns, which increased team’s AUM by $12mn • Developed expertise across the entire… Show more • Managed client relationships totaling $100mn in AUM and developed customized wealth management solutions • Liaised efficiently with the product team, client’s legal and accounting teams in structuring tax management, financial reporting and investment strategies for asset sale transactions, leading to over $2mn in tax savings • Identified business opportunities and expanded firm’s client base to new towns, which increased team’s AUM by $12mn • Developed expertise across the entire spectrum of financial products offered by the firm • Awarded a performance bonus for exceeding revenue targets; only individual to receive a bonus at my designation level Show less

Senior Associate

• Mar 2009 - Feb 2012

• Independently managed a team of 5 employees, ensuring successful completion of statutory & tax audit projects • Prepared tax returns and projected tax liability including advance tax payable for assessees including proprietorships, partnership firms, companies, co-operative societies and trusts • Scrutinised ledger reconciliations and financials including the Income Statements, Balance Sheet and Cash Flow statements • Independently managed a team of 5 employees, ensuring successful completion of statutory & tax audit projects • Prepared tax returns and projected tax liability including advance tax payable for assessees including proprietorships, partnership firms, companies, co-operative societies and trusts • Scrutinised ledger reconciliations and financials including the Income Statements, Balance Sheet and Cash Flow statements