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Rohit Kossery, CFA

Rohit Kossery, CFA

Fund Accountant

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location of Rohit Kossery, CFAUnited Kingdom

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  • Timeline

  • About me

    VP at Morgan Stanley, focusing on Asset Management and Liquidity Risk. Oxford MBA 2023.

  • Education

    • Chartered Financial Analyst

      2010 - 2012
      Finance Charter awarded in June 2016

      CFA Charterholder. Successfully completed all 3 papers on the first attempt.

    • Association of Chartered Certified Accountants (ACCA)

      2006 - 2009
      Accountancy Charter awarded in January 2016

      ACCA Charterholder

    • Saïd Business School, University of Oxford

      2022 - 2023
      Master of Business Administration - MBA

      Activities and Societies: Finance Lab, Asset Management Masterclass, Merton Fresher's Rowing

    • University of Botswana

      2005 - 2009
      Bachelor of Accountancy Business

      Graduated with GPA of 4.33 out of 5.

    • Indian Institute of Technology, Madras

      2021 - 2022
      Advaced Certification Programme in Data Science and Artificial Intelligence Artificial Intelligence Pass

      This online advanced certification course led by the IIT Madras faculty which covers the basic and advanced level skills that are crucial in the field of Data Science, Machine Learning, Deep Learning, and Artificial Intelligence. The primary programming langauge used is Python

  • Experience

    • Fleming Asset Management, Botswana (Pty) Ltd

      Feb 2010 - Jan 2012
      Fund Accountant

      • Accounting for client portfolios using the APX Portfolio Accounting Software• Calculating and reconciling Net Asset Values, Realized and Unrealized gains and losses and produced financial statements in compliance with IFRS.• Liaising with external auditors as a key point of contact during company audit

    • Goldman Sachs

      May 2013 - Feb 2022
      Vice President, Client Portfolio Management

      • Working as a product expert on projects, presentations and product launches on various strategies across multiple asset classes, including ETFs, ESG integration and alternative investment products, with sophisticated institutional clients as well as retail clients.• Leading projects related to quantitative research, new business development, strategic planning, resourcing, product development and marketing infrastructure. • Taking a leadership role along with the senior managers in strategic planning, hiring and career development for the current team.• Proficient in Microsoft Office tools (Excel, Word, Powerpoint and Outlook) Show less

    • UJJI

      May 2022 - Oct 2022
      Business Development Executive

    • Morgan Stanley

      Jul 2023 - now
      Vice President, Asset Management & Liquidity Risk

      Assessing, monitoring and setting risk thresholds for Morgan Stanley Investment Management

  • Licenses & Certifications

    • CFA ESG Certificate

      CFA Institute
      Sept 2022

    • Advanced Certification Program in Data Science and Artificial Intelligence

      Indian Institute of Technology, Madras

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jun 2016