Yatendra Singh Chauhan

Director of Engineering

Maharashtra, India20 yrs 2 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 14 years in financial services.
Expert in investment product research and credit assessment.
Led fund manager selection for EPFO.

Stackforce AI infers this person is a Fintech expert with strong investment research and credit strategy skills.

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Skills

Core Skills

Investment Product ResearchCredit Risk EvaluationFund Manager SelectionInvestment AdvisoryDerivatives

Other Skills

Due DiligenceRisk AnalysisFinancial AnalysisProfit and Loss Analysis

About

Over 14 years of financial services experience in areas of investment research, risk management and product evaluation. Worked with CRISIL for close to 11 years across multiple functions like Product Research, Manager Selection, Treasury Portfolio evaluation, Bond Valuation and Fixed Income Indices. I was also a key member of the team assigned with the task of fund manager selection for Employees' Provident Fund Organisation (EPFO) of India. My previous assignment at Waterfield Advisors involved performing due diligence of investment products across asset classes for subsequent recommendation to Family Office clients. I was also involved in conceptualising and developing the model for evaluation of fixed income securities with rigorous focus on Credit Risk. My experience helps me in providing a holistic perspective in Investment Product Research and Credit Assessment.

Experience

20 yrs 2 mos

Total Experience

5 yrs

Average Tenure

5 yrs 11 mos

Current Experience

Cervin family office & advisors pvt. ltd.

2 roles

Director & Head - Products & Credit Strategy

Promoted

May 2023 – Present · 3 yrs

Associate Director - Products & Credit Strategy

Jun 2020 – May 2023 · 2 yrs 11 mos

Waterfield advisors pvt. ltd.

Vice President

Nov 2018 – May 2020 · 1 yr 6 mos · Mumbai, Maharashtra, India

Headed the Product Research within the Listed Investment team with core focus on assessing investment products such as Mutual Funds, PMS, AIFs, Insurance and Bonds. Developing evaluation models for Credit within the Fixed Income space.

Investment Product ResearchCredit Risk EvaluationDue Diligence

Crisil

Associate Director

Jun 2007 – Nov 2018 · 11 yrs 5 mos · Powai, Mumbai

Headed team of fund research, market research and database
Experience in Fixed Income and Product research.
Worked with Employee Provident Fund Organization (EPFO) on fund manager selection, and performance evaluation and risk analysis on provident fund investment
Providing investment advisory to corporate for their treasury investment portfolio
Analysis and advisory on fixed income product like Bonds, Debt FMPs, FDs, etc.
Providing risk and financial planning solutions to the wealth management institutions

Fund Manager SelectionRisk AnalysisInvestment Advisory

Globeop financial services india ltd

Senior analyst

Jan 2006 – May 2007 · 1 yr 4 mos

Key Responsibilities:
Job gives a good exposure to the hedge funds (Derivatives Product) which includes stock base F&O, Commodities base F&O and index base F&O, Euro bonds.
Calculating multiplier value of futures, finding out unrealized profit and loss of future and option, Effects of corporate actions like Bonus issue, right issue, split, reset and M&A on F&O prices and sending reports to clients.
Responsible for generating and analysing Daily /Weekly /Monthly Profit and Loss statements; Accounting for Corporate Actions;
Excellent know-how in Derivative instruments like Futures, Options & CFD's (Contract For Differences);
Proficient in using Bloomberg terminal
Good Knowledge of "Geneva" Accounting software ("Geneva" is Advent Software's Global Fund Accounting and Reporting System.)
Exposure to Kondor (K+) by Reuters.

DerivativesFinancial AnalysisProfit and Loss Analysis