Tejas Potdar

Software Engineer

860 followers

Mumbai, Maharashtra, India

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Timeline
About me
Vice President - Mumbai Lead, Discretionary Portfolio Management and Funds Solutions at Deutsche Bank
Education
- St. Xavier's High School
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- SIES College of Management Studies
  2009 - 2011
  PGDM Finance
  Activities and Societies: Co-ordinating the Inter-collegiate festival 'Virtualities - 10' during the first year of PGDM. External events committee member responsible for keeping students abreast of the various inter-collegiate festivals taking place around India for academic year 2009 - 10. Co-ordinator for Summer placements for the Finance batch for academic year 2009-10.
- Thakur College of Engineering and Technology
  2003 - 2007
  B.E. Electronics and Telecommunication
Experience
- LTI - Larsen & Toubro Infotech
  Jul 2007 - Jul 2009
  Software Engineer
  Led a team of 5 members who were responsible for application maintenance of a global bank. Tasks involved providing all round the clock technical support, consult the application development team and application end users.
- SIES College of Management Studies
  May 2008 - Jun 2008
  Private Equity in Solar energy sector (In-house project)
  - Understand the structure of a private equity fund- Conform to the investment objective of the Innovations Fund (Tata Capital Ltd.) and identify companies for investments.
- MS Ventures
  May 2008 - Jun 2008
  Financial Planning
  - Understand the nuances of financial planning- Understand the financial planning tools like mutual funds, insurance, human life value etc.- Prepare a financial plan for clients
- Centre for Monitoring Indian Economy
  May 2011 - Apr 2012
  Junior Research Analyst
  - Fundamental analysis of the LNG storage and distribution industry (subset of Oil and Gas industry) and the companies which form a part of the industry.- Prepare monthly industry reports.- Prepare regular company reports
- Morgan Stanley
  May 2012 - Jan 2015
  Professional growth:- Promoted to Associate in a short span of 1.5 years.- Responsible for handling projects related to automation.Technical experience:US Corporate Access Team - Institutional Corporate Marketing- Develop analytics for management to identify target sectors.- Trend analysis to identify sectors and regions where demand comes from and help bridge the gap.- Design pitch books to effectively pitch Morgan Stanley services to potential clients.- Peer analysis to help corporates understand how are investors focused on them compared to their peers.- Geographical distribution to understand investor sentiment for regions and sectors/themes. Show less
  - Associate
    Jan 2014 - Jan 2015
  - Analyst
    May 2012 - Jan 2014
- Credit Suisse
  Feb 2015 - May 2019
  - Enable Relationship Managers to take effective decisions for client portfolios.Provide actionable investment ideas- Scan the universe of Research recommended instruments and advise clients taking in account client suitability and preferences- Prepare content for investment ideas to be sent to clients- Recommend switch out ideas with relevant alternativesPerformance measurement:- Closely monitor performance of high conviction products and model portfolios.- Maintain high conviction list of all asset classes.- Compile performance metrics and summarize global events that might have significant impact on client portfolios.Risk management:- Alert portfolios which are accumulating losses due to certain positions and provide a backdrop of events leading to such losses.- Check rating changes for bonds held in portfolios and alert for any significant change in fundamentals.- Perform volatility analysis where risk for each portfolio is checked against target range. Show less
  - Assistant Vice President
    Jan 2019 - May 2019
  - Exempt-Non Officer
    Feb 2015 - Dec 2018
- Deutsche Bank
  May 2019 - now
  - Vice President - India Lead, Discretionary Portfolio Management and Funds Solutions
    Apr 2023 - now
  - Assistant Vice President - Mumbai Lead, Discretionary Portfolio Management and Fund Solutions
    Dec 2020 - Apr 2023
  - Assistant Vice President - Mumbai Lead, Advisory & Investment Solutions
    May 2019 - Nov 2020
- Deutsche Bank
  -
  Vice President - India Lead, Discretionary Portfolio Management and Funds Solutions
Licenses & Certifications
- Certified Practicioner of Trade Finance
  Indian Institute of Banking and Finance (IIBF)
- Cleared CFA level 2
  CFA Institute, Virginia, USA