Ankita Jhawar (CFA Completed)

CEO

Bengaluru, Karnataka, India13 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key 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.
Stackforce AI infers this person is a seasoned professional in Investment Management and Financial Services.

Contact

Skills

Core Skills

Client Relationship ManagementBusiness DevelopmentDelivery ManagementFixed Income ManagementPortfolio ManagementMiddle Office OperationsP&l Analysis

Other Skills

Business Relationship ManagementFinancial ServicesInvestment Advisory ServicesInterpersonal CommunicationClient ServicesKey Client RelationshipsCross-functional Team LeadershipValuationFinancial ModelingFinancial AnalysisMarket ResearchEquitiesInvestment BankingEquity ResearchInvestment Management

About

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.

Experience

Hsbc asset management

Vice President - Head of Institutional Client Business CoE (India & Mexico)

Dec 2020Present · 5 yrs 3 mos · Bengaluru, Karnataka, India

Business Relationship ManagementFinancial ServicesClient Relationship ManagementBusiness Development

Moody's analytics knowledge services

Assistant Director / Vice President, Portfolio Research and Operations

Mar 2017Dec 2020 · 3 yrs 9 mos · Bengaluru, Karnataka, India

Business Relationship ManagementFinancial ServicesBusiness DevelopmentDelivery Management

Goldman sachs asset managment

Associate, Fixed Income Product Management

Mar 2015Jan 2017 · 1 yr 10 mos · Greater Bengaluru Area

Financial ServicesInvestment Advisory ServicesFixed Income ManagementPortfolio Management

D. e. shaw & co.

Senior Analyst, Middle Office Operations

Mar 2012Feb 2015 · 2 yrs 11 mos · Greater Hyderabad Area

Financial ServicesInterpersonal CommunicationMiddle Office OperationsP&L Analysis

Education

Shri Ram College of Commerce (SRCC)

Bachelor of Arts (B.A.) — Economics

Jan 2006Jan 2009

IBS Hyderabad

Master of Business Administration (M.B.A.) — Finance

Jan 2010Jan 2012

Welham Girls School, Dehradun

I.S.C (Class XII) — Commerce

Jan 2004Jan 2006

St. Joseph's High School, Siliguri

I.C.S.E (Class X)

Jan 2004Present

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