Arpana Pathak

Experience

• 

  LIC Mutual Fund

  May 2008 - Sept 2023

  Responsible for credit research including evaluation, assessment and monitoring of all credits which are part of the investment universe (financial services domain). This will involve intensive data analysis, credit analysis and risk monitoring. Developing and maintain the credit assessment model and data templates for monitoring and continuous evaluation of portfolio and approved exposure list. Drafting insightful credit research reports on individual credits and of the industry. Responsible for the delivery of any investment advisory mandate. Contribute to team goals by taking on and timely completion of tasks within the investment team Show less Handled secondary and primary market investment operations in equity and debt segment including reporting and regulatory compliance.Information dissemination to Fund accountant, Custodians, Clearing Corporation, Brokers and counter parties involved. Timely and error free execution of all the investment transactions with custodial operations and timely reporting of exceptions.Ensured cash management of timely investment and redemption payments and co-ordination with bankers regarding the same. Show less

  • AVP-Risk Management

    Apr 2022 - Sept 2023

  • Credit Analyst

    Sept 2015 - Jun 2022

  • Asst. Manager (Investment Operations)

    May 2008 - Aug 2015
• 

  HSBC Mutual Fund

  Sept 2023 - now

  VP-Risk Management