Senior Consultant/Manager - Asset Management - Consulting Firm

Senior Consultant/Manager - Asset Management for Consulting Firm

- Extensively worked with the Quantitative Research Analysts, Portfolio Managers and Hedge Fund Managers by assisting them in financial research projects and model development for back testing strategies.

- Responsible for gathering business requirements, analyzing them and converting the same into business proposals.

- Worked in the Capital Market Research team, assisted portfolio managers in their research work related to active management and portfolio performance and attribution.

- Converting business proposals into live client engagement by highlighting Copal Amba capabilities through execution of pilot projects, manpower and domain expertise.

- Initiating talks with prospective clients, responsible for gathering business requirements, analyzing them and converting the same into business proposals

- Converting business proposals into live client engagement by highlighting capabilities through execution of pilot projects, manpower and domain expertise.

- Mentoring the team with the responsibility of assigning tasks and reviewing their deliverables.

- Presentation of dashboards to clients on a regular basis to assess the project progress & receiving client feedback.

- Develop in-house investment research/quant models into web tools using R/Mat lab/Shiny and VBA

- Worked in the Capital Market Research team, assisted portfolio managers in their research work related to active management and portfolio performance and attribution.

- Creating dashboards in spotfire as well as migrating the MS access based system on spotfire for trade reconciliation

- Improve & Create Current Asset Allocation Model as well as Investment Plan

- Creation of Current Asset Allocation mapping and analysis of current month allocation

- Comparing Investment plan with the budget agreed based on the Group directives

- Working on roll forward analysis