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GARIMA. BHARADWAJ

GARIMA. BHARADWAJ

Followers of GARIMA. BHARADWAJ359 followers
location of GARIMA. BHARADWAJGurugram, Haryana, India

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  • Timeline

  • About me

    Senior Manager

  • Education

    • Amity Business School

      2007 - 2009
      Master of Business Administration (MBA) Finance

    • Shri Ram College of Commerce

      2003 - 2006
      B.Com (Hons)

  • Experience

    • Bank of America

      Jun 2009 - Apr 2023

      Client Presentation, Independent research, Analysis of Tax consequences, investment proposals, individual securities and consolidated portfolios of high net worth clients/investors and Investment Compliance & Policy. Partnering with Line of Business (LoBs), Business Executives and Portfolio Managers to understand their continuous requirements Responsible for Performance evaluation & Reporting, Stock/Funds Research & Internal Compliance Monitoring. Managing Back End Operations and assisting Portfolio Managers. Show less

      • Senior Manager

        Feb 2019 - Apr 2023

      • Team Leader (Assistant Manager)

        Oct 2014 - Feb 2019

      • Portfolio Analyst - Senior Team Member/Developer

        Jun 2009 - Oct 2014

    • Aon

      Sept 2023 - now
      Senior Manager

      Pensions Administration, Wealth management, Leading projects Transition, People Management, Stakeholder Management, Process Improvement.

  • Licenses & Certifications

    • Project Management Professional (PMP)

      Project Management Institute
      Jun 2024