Mudit Painuly, CFA, MBA

Product Manager

Greater Toronto Area, Canada20 yrs 3 mos experience

Highly Stable

Key Highlights

20+ years of global investing experience
Expert in managing portfolios for ultra-high-net-worth clients
Strong regional insights across multiple markets

Stackforce AI infers this person is a seasoned investment professional with expertise in portfolio management and equity research.

Contact

Skills

Core Skills

Portfolio ManagementWealth ManagementInvestment ManagementFund ManagementEquity Research

Other Skills

AnalysisAnalytical SkillsAsset ManagementBankingBloombergBusiness DevelopmentCapital MarketsCommunicationCredit RiskCustomer ServiceEquitiesFinancial AnalysisFinancial MarketsFinancial ModelingFinancial Reporting

About

As a seasoned Associate Portfolio Manager with 20+ years in global investing, I bring deep experience across equities, multi-asset allocation, and emerging markets across North America, India, Latin America, and EMEA. My career includes leadership roles at RBC Wealth, Raymond James, Max Life (India), Macquarie India, and JP Morgan’s LatAm/EM research teams. Over the past 6 years, I’ve managed discretionary global portfolios for ultra-high-net-worth clients, driving growth while mitigating risk through disciplined asset allocation and country/sector rotation. I also have hands-on experience in fund management, research, and investment strategy across diverse markets. Key strengths / differentiators: * Proven track record across developed & emerging markets * Deep experience with global equities + multi-asset allocation * Strong regional insight into India, Latin America, EMEA * Client-facing & discretionary portfolio leadership * Strategic thinker who can adapt to new markets

Experience

Rbc ph&n investment counsel

Associate Portfolio Manager

Oct 2023 – Present · 2 yrs 5 mos · Toronto, Ontario, Canada

Manage portfolios of High Networth Households, Family Offices and Institutions

Portfolio ManagementWealth Management

Raymond james

2 roles

Portfolio Manager

Jan 2021 – Sep 2023 · 2 yrs 8 mos

Portfolio Management

Portfolio Analyst

Sep 2019 – Sep 2023 · 4 yrs

Investing in US, Canada and Global Equity markets.
Developing and maintaining North American Growth and Income model portfolios.
Designing client portfolios to meet Capital growth, Income and Capital protection needs.

Investment Management

Max life insurance company limited

2 roles

Fund Manager

Promoted

Sep 2016 – Aug 2019 · 2 yrs 11 mos

Managed long only, mixed asset- Equity and debt - portfolio with Assets under Management of US$125 mil.
Performance in the top quartile of its peers.

Fund Management

Equity Analyst

Feb 2012 – Aug 2019 · 7 yrs 6 mos

Analyzing equity portfolio investments including Indian banks and non bank financials, Information technology, Internet and education companies. Max Life is a US$4.5bn, long only India focused fund.

Equity Research