Aakash Fatnani

Operations Associate

Mumbai, Maharashtra, India5 yrs 10 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

CFA Level 3 exam holder with strong financial acumen.
Expertise in asset and wealth management for global markets.
Proven ability to deliver tailored financial solutions.

Stackforce AI infers this person is a Finance professional specializing in asset and wealth management.

Contact

Skills

Other Skills

Alternative InvestmentsAnalytical SkillsAsset ManagementBond PricingBusiness DevelopmentBusiness InsightsCommunicationConsumer InsightConsumer ResearchCustomer Relationship Management (CRM)DerivativesDocumentation PracticesEconomicsEquity ResearchEquity Valuation

About

Aakash is a Finance professional with expertise in asset and wealth management, portfolio analysis, and global markets. A CFA Level 3 exam holder, he specializes in delivering tailored financial solutions and data-driven insights to solve complex challenges. Currently working as an Associate - Financial Advisory Services for the U.S. market

Experience

5 yrs 10 mos

Total Experience

2 yrs 11 mos

Average Tenure

4 yrs

Current Experience

J.p. morgan asset management

2 roles

Associate - Financial Advisory Service

Promoted

Feb 2025 – Present · 1 yr 4 mos · Mumbai, Maharashtra, India

Analyst, Asset Management

Jun 2022 – Feb 2025 · 2 yrs 8 mos · Mumbai, Maharashtra, India

Citi india

Wealth Relationship Manager

Aug 2020 – Jun 2022 · 1 yr 10 mos

Milkbasket

Management Intern

Apr 2019 – May 2019 · 1 mo · Gurgaon, India

Education

Institute of Management Technology, Ghaziabad

Master of Business Administration - MBA

Jan 2018 – Jan 2020

Principal K. M. Kundnani College of Pharmacy

Bachelor's degree — Pharmacy

Jan 2013 – Jan 2017

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