Harsh T.

Business Development Executive

Singapore, Singapore11 yrs 8 mos experience
Highly Stable

Key Highlights

  • Experienced Portfolio Manager with strong analytical skills.
  • Expert in strategic asset allocation and investment strategies.
  • Proven track record in client presentations and portfolio management.
Stackforce AI infers this person is a Financial Services professional specializing in portfolio management and investment strategies.

Contact

LinkedIn

Skills

Core Skills

Portfolio ManagementInvestment Strategies

Other Skills

Asset AllocationEnglishFinancial AnalysisTradingValuation

Experience

Lumen capital investors

Portfolio Manager

Jul 2022 – Present · 3 yrs 8 mos · Singapore

  • Manage discretionary and advisory portfolios (thought leadership, portfolio implementation and trade execution)
  • 1) Strategic and tactical asset allocation
  • 2) Asset classes include equities, fixed income, FX, commodities and hedge funds
  • 3) Single stock and bond recommendations
  • 4) Structured notes recommendations
  • 5) Product recommendations (Funds/ETFs etc)
  • 6) Co-manage Lumen Carret EM bond fund
  • 7) Presentation to clients and prospects
Financial AnalysisPortfolio ManagementInvestment StrategiesAsset AllocationValuationTrading

Credit suisse

3 roles

Investment Strategist, CIO Office

Apr 2019 – Jul 2022 · 3 yrs 3 mos

Investment Strategist, CIO Office

Promoted

Jul 2016 – Mar 2019 · 2 yrs 8 mos

Business Analyst

Apr 2015 – Jul 2016 · 1 yr 3 mos

Ubs investment bank

Investment Banking Analyst

Jul 2014 – Apr 2015 · 9 mos · Hyderabad Area, India

Education

Indian Institute of Technology, Kharagpur

5 year Integrated MSc. — Exploration Geophysics

Jan 2009 – Jan 2014

La Martiniere for Boys, Calcutta

ISC

Jan 2008 – Present

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