Sunil Kumar Singh, CFA

Experience

• 

  GIDC Limited

  Jul 1999 - Sept 2002

  Finance Manager

  Business planning, capital restructuring and monitoring working capital requirement.Efficiently managed working capital requirement of company.

• 

  KUFUMA

  Sept 2002 - Nov 2005

  Head of Finance

  Monitoring preparation of business plans for the Company involving long term and short term goals.Led a team of internal stakeholders and consultants to financially reengineer the company’s balance sheet. Streamlined and enhanced the liquidity and working capital cycle of company.Led various quality and cost saving projects resulting in significant savings.

• 

  KIPCO Asset Management Company

  Dec 2005 - Mar 2012

  Assistant Vice President, Investment Advisory and Research Division

  • Equity Fund Advisory: Strategic and tactical asset allocation, stock selection according to the client’s risk/return profile, performance measurement, reporting, and application of various risk measurements such as VaR, Variance Analysis, Tracking Errors and others. • Fixed Income Fund Advisory: Investment universe include bonds issued within Kuwait and other GCC countries. Valuation of unquoted bonds, performance measurement and reporting.• Institutional Client’s Portfolios: Monitoring investments in listed securities, equity funds, money market funds, private equity funds, fixed income funds and other unquoted securities, balancing and rebalancing of portfolio, performance measurement and reporting.• Investment Opinion Reports: Providing detailed investment opinion reports on quoted and unquoted securities on client’s ad-hoc requests.• Preparation of Business valuation report for companies operating across various sectors like Petrochemical Industries, Financial Services and others.• Participation in business development initiatives including new product developments.• Preparation of Performance Reports: GCC and international macroeconomic analysis and its impact on portfolio/fund performance. عرض أقل

• 

  Kuwait Financial Centre - Markaz

  Apr 2012 - Apr 2023

  • Manage and lead the Performance Reporting and Valuation to provide official performance reporting to the Management, investment teams and clients for Company’s proprietary, funds, portfolios under management and others.• Contribute to the formulation and implementation of the departmental strategy and plans in order to enable the achievement of departmental needs and objectives. • Provide technical expertise to management and investment teams on interpretation of portfolio & asset level analysis to support investment evaluation & appraisal.• On-going review and analysis of portfolio construction including asset allocation, benchmarking, attribution analysis, and management of internal performance composites.• Lead the design of customized analytics to support tactical asset allocation & reporting cycles.• Ensure effective communication with clients, brokers, financial service providers and internal investment staff who monitor investments on a regular basis. عرض أقل

  • VP - Mena Equity - International Investments- Middle Office

    Oct 2016 - Apr 2023

  • Vice President, Transaction Processing and Reporting

    Apr 2012 - Sept 2016
• 

  Warba Bank

  May 2023 - now

  SVP - Portfolio and Fund Management

  • Formulate and implement the department strategy in line with Organizational objectives.• Coordinate with the Private Banking team to understand client needs, objectives, and risk constraints to form the most appropriate solution for clients’ continuously changing investing requirements.• Develop Strategic and tactical asset allocation per the client’s investment objectives.• Manage multiple asset-class portfolios involving equity, fixed income, real estate, and alternative assets. • Manager selection based on track record, investment philosophy, process flow, and others.• Use the ever-changing technical tools to aid decision-making in portfolio management. • Monitor developments in the global and regional asset management industry to identify investing opportunities for clients. عرض أقل