Mar 2023 – May 2023 · 2 mos · Gurugram, Haryana, India · On-site

• 1) Preparing monthly and quarterly Standard Client Investment Communication materials for Fixed Income, Equities, and Multi-Asset ETFs.
• 2) Track Assets Under Management on a Weekly/Monthly basis and prepare performance analysis summary for Investment Directors and Portfolio Managers.
• 3) Assist the Systematic Investments Team with Client Request For Proposals and Request For Quotations on an ad-hoc basis.
• 4) Prepare Market analysis, fund performance, and Attribution Analysis for client reports to promote asset acquisition and retention.
• 5) Assisting in the preparation of ESG - Active ETFs through stock-exclusion principles, ESG requirements, relative volatility requirements, and downside risk management.
• 6) Collaborating with different team on internal projects to improve and automate Data collection and Reporting processes across the organization globally.

Aug 2022 – Sep 2022 · 1 mo · Hyderabad, Telangana, India · Remote

• 1) A two-week virtual fellowship program for students in their first year of an MBA-Finance Program.
• 2) Research and Analysis of financial and economic drivers and consequences of Ukraine-Russia war globally and domestically

Dec 2021 – Apr 2022 · 4 mos · Hyderabad, Telangana, India · Hybrid

• 1) Researching Client business needs in order to assist with the Digital Transformation of their Customer Loyalty Programs on the company's Software as a Service (SaaS) Platform.
• 2) Identifying critical requirements and collaborating with the DevOps and Quality Assurance teams for Product Development and Alpha testing.
• 3) Management of Project Sprints and active collaboration with Product Development and Quality Assurance teams to ensure timely Product Development and Testing.
• 4) Interacting with Clients for Queries and Product Development Reports on a weekly basis, and handling client grievances as per Service Level Agreements for expedited resolution of issues on Production Server.
• 5) Conducting periodic Market Research of current trends and technologies to identify potential additions to the current SaaS Platform for enhancement of Customer Experience.

Jul 2021 – Sep 2021 · 2 mos · India

• 1) Responsible for Creation of Professional Credit Rating Reports published publicly.
• 2) Data mapping for automation, and managing internal Financial Information Systems.
• 3) Establishing contact with managers and lead supervisors from various business sectors.
• 4) Collaborating and Coordinating with various teams for Analysis of entity financial reports for data interpretation and client decision support mechanisms.

Jun 2020 – Aug 2020 · 2 mos

• I worked on a project titled, ‘Annual Marketing Calendar and Scope of Intellectual Properties at Large Retail Format’, which required me to –
• 1. Design an AMC suiting the need of industry and organization.
• 2. Study the scope, relevance and importance of IPs on both global and domestic level, draw comparisons between the existing top firms and competitors basing the establishment and recognition of their IPs.
• 3. Propose further innovative and striking IP ideas to the organization, all using the secondary research methods.
• Recognized and certified as a sincere, hardworking and inquisitive, with a consistent performance and excellent reporting relations. Earned the highest evaluation scores by the department heads in the batch.