Nitin Aggarwal, CFA

Experience

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  CRISIL Global Research & Analytics

  Jun 2007 - Apr 2010

  Senior Research Analyst

  I worked on a range of business and financial research assignments ranging from detailed company analysis to complex economic / sector analysisAnalyzing companies, industries and sectors using comprehensive secondary and primary research toolsEconomic analysis – assessing business opportunities Industry analysis/market sizingCompetitive benchmarking Financial statement analysis, including ratio analysis. Also worked on financial valuation models

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  Fidelity Investments

  Apr 2010 - Mar 2018

  Specialist Investment Research

  • Performing quantitative and quantitative analysis on proprietary investment strategies including equity, fixed income and asset allocation funds and managed portfolios offered in Canada• Preparing pitch books/presentations for the Sales team to push sales of our investment products• Conducting investment performance measurement, attribution & risk analysis for single and multi-asset class portfolios and incorporating the results into investment/market commentaries• Tracking the macro-economic developments on an ongoing basis and providing written reports to the Sales team about major developments and their impact on the portfolio• Benchmarking our investment products against competitor offerings using Morningstar Fund Rating methodology• Preparing management reports of fund performance as part of regulatory reporting requirements Show less

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  Boston Consulting Group (BCG)

  Apr 2018 - May 2024

  • Senior Manager - Asset/Wealth Management

    Jan 2023 - May 2024

  • Product lead - Asset/Wealth Management

    Apr 2018 - Dec 2022
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  Client Associates

  May 2024 - now

  Director Investment Research and Advisory

  Leading a team of research analysts and associates responsible for publishing monthly, quarterly, and annualoutlook on various asset classesRecommending the Macro Asset Allocation across key asset classes based on Macroeconomic market outlookand asset class valuationsResponsible for managing and setting up investment management processes to construct efficient portfoliosfor clientsRecommendation and Selection of Investment Managers by conducting in depth analysis across availablemanagers and asset classes in conjunction with the prevalent macro-economic trendsConduct regular product reviews and knowledge sessionsConducting webinars/talks on global and domestic financial markets. Show less