Garish Kansal, CFA

Experience

• 

  GKN Automotive

  Jan 2005 - May 2006

  Sr. Executive

  Supporting production team in their work by making drawings on various tools and fixtures required by them, Running a trial run of the pieces and responsible for commissioning of the new machines.

• 

  D.E .Shaw India

  Mar 2008 - Nov 2010

  Senior Analyst

  Doing Research on Companies and industries using various data sources, Analyzing the financial statements, Working closely with Credit opportunities team, Listening & Summarizing Conference calls

• 

  HSBC

  Nov 2010 - May 2011

  Senior Analyst - Credit Analysis Unit

  Doing credit analysis of the corporates in conglomerates

• 

  Amba Research

  Jun 2011 - Feb 2014

  Fundamental corporate credit analysis and writing opinionated research reports1) Initiated fixed income coverage on nearly 35 companies in a particular sector through preparing financial models with forecasts, industry research, opinioned views on company’s strategy and management, covenant and bonds analysis, writing investment thesis and recommending a rating outlook on the coverage companies..2) Actively covering the portfolio coverage with independent reports on rating agencies actions, results update, external events and any change in our rating outlook.3)Actively coming out with sector research ideas, relative trade value ideas, yield curve analysis and discussing the same client Show less

  • Senior Associate Vice President

    Apr 2013 - Feb 2014

  • Associate Vice President

    Jun 2011 - Apr 2013
• 

  HSBC

  Feb 2014 - Jan 2022

  Multi-Faceted role being part of the Fund Research team within the group deemed as Group Center of Reference for approving 3rd party long only mutual funds and ETFs. Dual responsibility of acting as subject matter expertise for Mutual Fund Research deliverables along with managing small team of analysts covering funds across spectrum of Fixed income asset classes globally.1) Role involves covering higher conviction funds which act as building blocks for discretionary and advisory platforms offered by various group entities.2) Independently responsible for interacting with various stakeholders including internal wealth teams as well as external asset managers for managing and supporting the fund research needs of the business entities.3) Mentoring the team members for imparting best fund research practices and helping them in making informed investment decisions Show less Part of centralized Fund research team which resides with-in HSBC Global Asset Management (Investment Risk Function) and acts as an independent offshore based research team responsible for providing third party Mutual fund approvals globally after in depth due diligence. Primary responsibilities include undertaking detailed and in depth due diligence on long only mutual funds on the fixed income side, mainly incorporating qualitative analysis, portfolio analysis, analysis of investment team and process. A critical component is interaction with portfolio managers to understand the firm's philosophy and portfolio construction process and coming up with clear opinion on the funds in terms of evaluating risk from the end clients perspective.In addition, role also includes the interaction with various stakeholders within the risk function for handling ad-hoc requests related to specific funds or broader asset classes. Show less Part of centralized Fund research team which resides with-in HSBC Global Asset Management (Investment Risk Function) and acts as an independent offshore based research team responsible for providing third party Mutual fund approvals globally after in depth due diligence. Primary responsibilities include undertaking detailed and in depth due diligence on long only mutual funds on the fixed income side, mainly incorporating qualitative analysis, portfolio analysis, analysis of investment team and process. A critical component is interaction with portfolio managers to understand the firm's philosophy and portfolio construction process and coming up with clear opinion on the funds in terms of evaluating risk from the end clients perspective.In addition, role also includes the interaction with various stakeholders within the risk function for handling ad-hoc requests related to specific funds or broader asset classes. Show less

  • Assistant Vice President, Fixed Income Funds

    Oct 2020 - Jan 2022

  • Manager - Fixed Income Funds Research - Global Fund Approvals & Research

    Feb 2017 - Sept 2020

  • Lead Analyst - Global Fund Approvals & Research

    Sept 2016 - Jan 2017

  • Senior Analyst - Global Fund Approvals & Research

    Feb 2014 - Aug 2016
• 

  Mashreq

  Jan 2022 - May 2022

  Assistant Vice President - Fund Products, Private Banking
• 

  HSBC

  Jun 2022 - now

  Part of the Global Manager Selection team within the group deemed as Group Center of Reference for approving 3rd party long only mutual funds and ETFs. 1) Role involves covering higher conviction funds which act as building blocks for discretionary and advisory platforms offered by various group entities.2) Independently responsible for interacting with various stakeholders including internal wealth teams as well as external asset managers for managing and supporting the fund research needs of the business entities.3) Mentoring the team members for imparting best fund research practices and helping them in making informed investment decisions Show less

  • Vice President - Fixed Income Fund Research

    Mar 2024 - now

  • Assistant Vice President - Fixed Income Fund Research, Global Manager Selection (Funds & ETF)

    Jun 2022 - Mar 2024