Ankita Jhawar (CFA Completed) — CEO
Diverse experience in investment and wealth management, with a focus on client relationship management, sales, and business development, strategy, portfolio analytics and solutions, investment operations and data management. Currently, working as the Head of Institutional Client Business, Centre of Excellence, Bangalore, delivering efficiencies, managing global client servicing teams, and providing critical strategy support to sales, at HSBC Asset Management. Previously, was an Assistant Director (Vice President) at Moody’s Analytics Knowledge Services, responsible for business development (closed deal worth USD 500K, in the year 2019) and delivery management (overseeing 6 client teams) for the firm’s buy-side clients. Prior to this, worked at Goldman Sachs Asset Management, for over 2 years, as a buy side Fixed Income product specialist for Multi-Sector Fixed Income mandates. A member of the Portfolio Management team focused on enabling distribution channels to win and retain fixed income clients through regular communications, strategy updates, and marketing initiatives. Previously, a Senior Analyst at D. E. Shaw & Co., with 3 years of work experience in Middle Office operations, involving modeling of complex derivative investment instruments, corporate actions, asset servicing, understanding of trade life cycle, P&L Analysis and management. A CFA charterholder (Passed all levels in first attempt), I hold an MBA in Finance from IBS Hyderabad, and a Bachelor’s degree in Economics (Hons.) from Shri Ram College of Commerce, Delhi.
Stackforce AI infers this person is a seasoned professional in Investment Management and Financial Services.
Location: Bengaluru, Karnataka, India
Experience: 13 yrs 10 mos
Skills
- Client Relationship Management
- Business Development
- Delivery Management
- Fixed Income Management
- Portfolio Management
- Middle Office Operations
- P&l Analysis
Career Highlights
- CFA charterholder with all levels passed on first attempt.
- Closed a significant USD 500K deal in 2019.
- Led global client servicing teams at HSBC Asset Management.
Work Experience
HSBC Asset Management
Vice President - Head of Institutional Client Business CoE (India & Mexico) (5 yrs 3 mos)
Moody's Analytics Knowledge Services
Assistant Director / Vice President, Portfolio Research and Operations (3 yrs 9 mos)
Goldman Sachs Asset Managment
Associate, Fixed Income Product Management (1 yr 10 mos)
D. E. Shaw & Co.
Senior Analyst, Middle Office Operations (2 yrs 11 mos)
Education
Bachelor of Arts (B.A.) at Shri Ram College of Commerce (SRCC)
Master of Business Administration (M.B.A.) at IBS Hyderabad
I.S.C (Class XII) at Welham Girls School, Dehradun
I.C.S.E (Class X) at St. Joseph's High School, Siliguri