Shantala Mukherjee, CFA, CAIA

Experience

• 

  State Street Bank and Trust

  Apr 2010 - Apr 2014

  Performance analysis of client portfolios, verifying the accuracy of all data and portfolio/benchmark performance results, and collaborating with client managers to develop reporting for complex investment strategies in order to support clients in their investment decisions, testing and providing feedback on product quality of new analysis and reporting tools.-----------------------------------------------------------------------------------------------------Performance analysis - performance attribution - reconciliation - monthly and quarterly reporting - MyStateStreet - WM Spectrum----------------------------------------------------------------------------------------------------- Show less Testing, development, promotion and client support for State Street products e.g. Cash Manager, trade input systems; producing training guides, process documentation and presentations for clients.Providing client deliverable reports and daily transaction checks for cash projections, trades, income, corporate actions; resolving highly complex client queries, supervising fund transitions.-----------------------------------------------------------------------------------------------------IAQ - trade reconciliation - cash reconciliation - income processing - client documentation - Euroclear - DTCC - MyStateStreet - Bloomberg----------------------------------------------------------------------------------------------------- Show less

  • Performance Analyst

    Oct 2012 - Apr 2014

  • Fund Administrator - Pricing

    Apr 2012 - Oct 2012

  • Client Services Representative, Associate 2

    Apr 2010 - Apr 2012
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  UBS Global Asset Management

  May 2014 - Aug 2015

  Performance Analyst

  Performance analysis and attribution for portfolios with diverse strategies -- active, passive, single asset class, multi-asset, for a variety of institutional clients based in UK, Europe, APAC. Coordinated the production of regular and ad-hoc performance reports for the asset managers and clients, and assisted in the implementation of a new global performance and risk analysis platform. -----------------------------------------------------------------------------------------------------Performance analysis - performance attribution - risk reports - GIPS - BiSam B-One - Wilshire - RIMES - Datastream - Bloomberg - Excel VBA----------------------------------------------------------------------------------------------------- Show less

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  Mercer

  Aug 2015 - Jun 2016

  Investment Analyst - Alternative Assets

  Joined the Alternative Assets portfolio team in the Investments business of Mercer to help to manage the main $2 billion hedge fund of funds, as well as smaller hedge fund/private equity and UCITS fund of funds for clients such as pension funds and family offices from the UK, Europe and APAC regions. Researched hedge fund managers to invest in, analysed risk, liquidity and performance attribution data for our portfolios and assisted the portfolio managers in making decisions for portfolio construction, trading strategies and risk and asset allocation.The underlying funds included quantitative, CTA, multi-strategy, macro, credit, event-driven, long-short equity and tail risk hedging strategies.-----------------------------------------------------------------------------------------------------Investment analysis - manager research and selection - performance monitoring and attribution - risk reporting - investment commentary on markets and asset classes - update calls - client presentations - portfolio construction - Excel models - Bloomberg - MSCI RiskMetrics - Datastream - AIF - UCITS----------------------------------------------------------------------------------------------------- Show less

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  Clearwater Analytics

  Jul 2016 - Aug 2016

  Client Services Analyst

  Managed client relationships and inquiries, provided client training, reconciled investment transactions, accounting, data with extensive use of SQL, delivered timely and accurate information regarding analytics reporting.

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  Aegon UK

  Aug 2016 - Nov 2021

  Senior Investment Analyst - Portfolio Management Team, Aegon Investments Limited

  Developed and implemented the performance attribution, risk analysis and portfolio construction process for our multi-asset portfolios. Developed the framework for performance tolerance limits for the underlying fund managers in our portfolios. Research financial markets and global macro themes, including ESG themes, and their impact on major asset classes (e.g. Asia Pacific ex-Japan equities, monetary policy effects on government bonds). Research and evaluate fund managers for inclusion in our portfolios. Using Excel/VBA, Bloomberg, Morningstar Direct and PowerBI, I make recommendations for portfolio construction, asset class positioning and manager selection to improve the risk and return profile of our existing portfolios worth £12 bn, and also for the design of new investment solutions such as the Investment Pathways mandated by the Financial Conduct Authority.------------------------------------------------------------------------------------------------------Investment research - performance attribution - risk analysis - asset class analysis - data - financial markets monitoring - asset allocation - portfolio construction - manager selection - multi-asset solutions - ESG - VBA - Bloomberg - Morningstar Direct - PowerBI - UCITS - NURS------------------------------------------------------------------------------------------------------ Show less

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  Invartis Consulting

  Dec 2021 - now

  Business Consultant (Investment Management)

  Invartis provides expert consulting and advisory services for the asset management industry in investments, operations, technology and data. Client engagements include:Strategic Asset Allocation AnalystHigh-visibility project at the investment arm of a major regional insurance firm to implement a dynamic strategic asset allocation process across investments in all business units, ensuring seamless integration, consistent application, and the development of comprehensive documentation for training and ongoing maintenance.Performance and Risk Systems AnalystOrganisation-wide transformational project for a large regional insurance firm for migration of systems and services.Performance and Benchmark AnalystAssessment and recommendation of benchmarks for a Shariah-compliant financial institution. Show less