Vivek Singh Jamwal, FRM

Experience

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  Zensar

  Aug 1999 - Dec 2000

  Management Associate

  •Designed and delivered a cutting edge secure file sharing public website well ahead of major industry competitors. This project generated substantial media publicity and led to enhancing the brand image of the company.•Completed the mandatory Microsoft technical certification with the best scores in the company training program.

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  Cognizant Technology Solutions

  Dec 2000 - Dec 2001

  Project Team Lead

  •Led the development two six months offshore technology projects of one million dollars each.•Delivered these high pressure projects within time and cost, which was atypical for short run projects.•Joined the firm as one of the youngest associates.

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  Microsoft

  Mar 2002 - Dec 2002

  Independent Consultant

  •Resolved time-critical product licensing issues, the team handled high value transactions worth millions of dollars. •Interacted with and coordinated issues working in a global support team located in Dublin and Redmond.

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  NCS Pte Ltd

  Jan 2003 - Apr 2007

  Project Manager

  •Managed cross cultural teams of 5 to 15 people over 6 projects, with project sizes ranging to over a million dollars.•Managed client relationships which included selling project add-ons and delivering pre-sales presentations. •Took the initiative to develop a common framework for technology projects, which improved efficiencies by 10%.

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  Tantallon Capital Advisors

  Jun 2007 - Jul 2010

  Project Manager, Equity Research Analyst

  * Managed a project to build out a proprietary investment framework for the business. This system has been instrumental in giving a relatively small investment team the ability to manage more efficiently their investment mandate.* Worked as part of the investment analysis team supporting three fund CIOs, overseeing a broad geographical / industry remit, with emphasis on Indian corporates. This opportunity to interface with managements across varied industries has given me vital insights into business models beyond my technology-centric prior career experience. Show less

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  Principal Asset Management Berhad

  Jun 2011 - Aug 2014

  Project Manager, ETF Fund Manager

  At CIMB Principal Asset Management, a long only asset manager, Vivek was a Fund Manager responsible to managing the ETF's. In this role, he was responsible for the following:• Managing equity ETF’s listed on SGX.o Created a better process of managing the ETF’s which resulted in reducing the tracking error of the ETF's. o Ensured sufficient trading volumes on the exchange by incentivizing market makers and brokers. o Created and presented regular performance updates to institutional investors.• Assisted management and research for active funds.o Responsible for India equity research for all active equity funds.Project Manager• Managed an upgrade for the order management system. This system was primarily used for equity trades. Key stakeholders were the front office, the traders, the middle office team, the compliance team, settlement team and the upper management. Delivered the project successfully by defining and communicating the project scope, deliverables and timelines to the project stakeholders clearly and then holding each team responsible for their key deliverables. • Managed a project to move the equity research and idea performance tracking for the organization from emails to Bloomberg. • Managed multiple other operational projects including fund launches, operational process changes in ETF settlements. Show less

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  Atlantis Investment Management

  Aug 2014 - Jul 2015

  Project Manager

  Project Managed the implementation of a research management solution. This project covered Singapore and Hong Kong and was instrumental in instituting an enhanced research process. The key stakeholders were the research team, the technology team, and the principals. Active research for Indian, Korean and Taiwanese equites, generalist.

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  Invartis Consulting

  Jul 2015 - Aug 2021

  • Build and scale the North American business for Invartis Consulting• Target and pitch our products & services to C-level executives across asset managers and asset owners. • Speak regularly at industry events on asset management topics to elevate the profile of Invartis. • Write regularly on the latest advances in asset management in trade journals to showcase our thought leadership.Project Management and Process Consulting• Project managed multiple buy side vendor system implementations, primarily front and middle office. o Alternatives Accounting Platform implementation – Led the implementation for a large Canadian insurance company. This project spanned across US and Canada, and was spread across multiple teams including real estate, infrastructure, private equity, fund of funds, and Natural resources. o Performance attribution system implementation – Led the implementation and business analysis for a commercial off the shelf solution for a pension fund, worked with senior stakeholders to set expectations and coordinate project delivery. Managed the project with a large team of stakeholders and implemented the project in phases, position based and transaction-based attribution.o Offshoring performance and risk reporting: Worked with a large Asian insurance firm to understand their current middle office process, map it against the best practices, implement those best practices and helped the client move these services offshore. • Process Consultingo Investment Risk: Helped asset managers and insurance firms to create and strengthen investment risk frameworks, which helped align the investment mandates with the investment process. o Investment process: Worked with the asset manager to identify gaps and inconsistencies in the process across the firm. Recommended set of corrective actions and created a framework to measure progress. Show less Vivek led the practice for Investment Research and Risk where he consulted clients on aligning their processes and operations to the best practices in the investment management industry. Process consulting:1) Helped an insurance client outsource risk, performance attribution and regulatory reporting to a lower cost location. In addition, we introduced automation which led to substantial reduction in cost with a better service delivery model. 2) Helped an asset management client create an investment risk framework for the client where we created risk budgets and ex ante risk limits on various dimensions of risk. Setup the governance structure where risk could be tracked and managed in line with the investment mandates. 3) Project managed an investment performance attribution solution for a buy side client. 4) Created a data governance framework for the client based on their business needs. Show less

  • Managing Director, Head of North America

    Jan 2021 - Aug 2021

  • Managing Director And Country Head (USA)

    Jul 2018 - Dec 2020

  • Practice Head - Investment Research

    Jul 2015 - Jun 2018
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  Manulife Investment Management

  Aug 2021 - Feb 2023

  Director

  Enabling and modernizing the Private market business at Manulife by implementing key technology solutions. Creating efficiencies across the Private equity, Private credit, real estate, infrastructure, natural assets - timber and agri asset classes.

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  John Hancock Investment Management

  Feb 2023 - now

  Director