Experience

Acuity Knowledge Partners

• United Kingdom
• Financial Services
• 700 & Above Employee

• Analyst

  • Aug 2021 - Present

  Bengaluru, Karnataka, India • Collaborating closely with Portfolio Managers, Institutional Sales team and Investment Liaisons for fund strategies by sourcing of essential data to support deliverables. Staying up-to-date with the latest information pertaining to the fund strategy • Responsible for analysing and updating the deck by leveraging a data retrieval and reporting tool based on FactSet, SAP and GPAR for Equity, Fixed Income and Multi-Asset Class Funds. Based on various segments, security selection and weightage… Show more • Collaborating closely with Portfolio Managers, Institutional Sales team and Investment Liaisons for fund strategies by sourcing of essential data to support deliverables. Staying up-to-date with the latest information pertaining to the fund strategy • Responsible for analysing and updating the deck by leveraging a data retrieval and reporting tool based on FactSet, SAP and GPAR for Equity, Fixed Income and Multi-Asset Class Funds. Based on various segments, security selection and weightage in asset classes • Adhered to tight timelines to support quarterly pitches across NA, EMEA and APAC • Conducted comprehensive process-level training sessions and functioned as a subject matter expert (SME) in extracting diverse performance and attribution data, as well as managing Compliance matters • Supervised a team of 3 members and reviewed the production of comprehensive meeting decks for funds, including family and strategy-level decks • Awarded Extra Miler consecutively for increasing the production from 63% to 96% within 2 quarters and handling multiple strategies Show less



Procam Group

• India
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Internal Auditing

  • Dec 2020 - Dec 2020

  • Filing of SEIS Report • Created client's financial strategies to guide client in establishing and achieving financial goals • Crosschecked audit files with associated documentation to ensure appropriate levels of supporting evidence.