Namitha Chandrashekara

Experience

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  Wealth-X

  Sept 2014 - Dec 2016

  Research Analyst

  Conducting thorough secondary research on Ultra High Net Worth(UHNW) individuals and cursory research on High Net Worth individuals based upon department techniques,fact-checking and verification of data gathered, assembly of the information into asubstantial profile including writing numerous narrative components. Working for the Project and Contents team which is responsible for both quantitativeand qualitative projects, across a wide variety of sectors.Editing and creating dossiers on ultra-high net worth (UHNW) individuals, for perusalby wealth management firms, nonprofit organizations, educational institutions and luxury goods providers.Maintain a database of profiles on Ultra High Net Worth (UHNW) Individuals and updatethis information on a regular and timely basis.Perform fundamental research and analysis to identify, analyze and profile persons ofinterest, individuals and analyze their businesses and investments in companiesincluding hedge funds, venture capital firms, investment management firms, retail,REITs, real estate development and property management companies using open sourceintelligence.Proficient in MS Office tools including Word, Excel and PowerPoint; regularly use themto prepare reports and presentations.Verifying the findings of the research through secondary research using premiuminformation databases and DRM. Proficient in database and due diligence tools including LexisNexis, JetNet, Noza, FoundationSearch, Hoovers, ZoomInfo, CompanyCheck, Duedil,CRMZ and Zawya.Valuation of the sources of wealth based on the compiled information and value a widerange of investment portfolio; involves due diligence on wealthy individuals forprospective clients. Show less

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  Cenduit

  May 2017 - Aug 2019

  Project Assistant
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  Rogers Communications

  Jan 2020 - Jan 2021

  Project Support Coordinator
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  Diversified

  Jun 2023 - now

  Project Coordinator - Technical Operations