Experience

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  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.

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  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.

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  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

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  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

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  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
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  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
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  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
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  Deutsche bank

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  Vice president - india lead, discretionary portfolio management and funds solutions