Gulshan Bhandari

Experience

• 

  Philips

  Jun 2011 - Jul 2011

  Intern

  The project involved a qualitative survey about the brand image of Philips in terms of availability, visibility and shelf space. The project involved data collection from local retailers of Philips products and analysing the data.Key Learnings: Sales and negotiation skills, Exposure to Consumer durables marketing and Survey designing.

• 

  BMW Financial Services NA, LLC

  Apr 2013 - May 2013

  Intern

  The project aimed at finding the hypothetical reasons for loss of customers, new as well as existing and gather the requirements of major stakeholders for the Lost customer survey planned by the organization. The project also aimed at identifying major drivers of customer loyalty which fits a financial services organization.Key Learnings: Basics of Automobile Financing, Exposure to Automobile dealership finance operations, Interaction and communication skills.

• 

  Aon

  May 2014 - Apr 2019

  Process Lead – Client Reporting (USA Advisory) and Daily Market Briefing• Achieved 90% process automation for DC daily valuations reporting for a major client.• Actively involved in USA client reporting transition to Bangalore office and working on process standardisations. • Former process lead - UK Pitchbook/ Risk Modelling Support, UK Monthly Asset Valuations and Performance Reporting and UK DB QMR Fund Manager SLA. • Achieved excellent client feedback on the UK Pitchbook Risk Modelling in September 2017.• Enhanced UK Fund Manager SLA by successfully migrating 100% data sources on new mailbox platform without any lagging and issues for Q3 2017 reporting.• End to end management including –work allocation, capacity planning, delivery and metrics reporting.• Managed UK Monthly Asset Valuations and Performance Reporting transition to standard formats and increased volumes. Show less Review and preparation of periodic Investment Monitoring Reports and Manager Search Reports for the Pension Fund Trustees who are consulted on thier Pension Fund Investments by Aon.• Reviewing and managing periodic investment monitoring reports prepared by the assigned doers.• Scoring and quality checking of the deliverables with pre-defined guidelines and process.• Achieved excellent feedbacks on multiple asset class Manager Search Reports and Monitoring Reports.• Achieved data automation for investment monitoring reports and reduced production time through SLA project.• Managing stakeholder requirements by facilitating the doers with thier deliverables and the data collection.• Consistently achieved excellent feedback on all deliverables from the stakeholders. Show less Research, data collection and preparation of Periodic Investment Reports for Pension Funds to analyze performance of individual manager as well as overall scheme performance.• Preparing investment reports on a quarterly and monthly basis as per the client requirements.• Achieved excellent client feedback on two major deliverables with delivering the reports before deadlines with excellent quality.• Data collection and regular communication with external fund managers for adhoc data requirements.• Regular interaction with onshore stakeholders and built good relations to help get more deliverables.• Proven track record of meeting the TAT of 100% for all deliverables without quality issues. Show less

  • Investment Associate

    Sept 2017 - Apr 2019

  • Investment Analyst

    Aug 2015 - Sept 2017

  • Analyst

    May 2014 - Jul 2015
• 

  Acuity Knowledge Partners

  May 2019 - Dec 2020

  Senior Associate

  Fund Marketing Services

• 

  Aon

  Dec 2020 - now

  Manager - Strategic Client Delivery Operations - Target Date Funds and ESG Investing Process Lead for Strategic Client Delivery Operations - Target Dated Funds and ESG Investing Process Lead for TDF, QDIA Reporting and BigSite alongside Pension Investment Performance Reporting for Aon US clients.

  • Manager

    Apr 2024 - now

  • IND Consultant II

    Jan 2022 - Mar 2024

  • IND Consultant I

    Dec 2020 - Dec 2021