Associate Director - Investments LGT Wealth India Sep 2022 - Present (7 months) - Provided multi asset allocation advice to clients on their India and Global investment needs. - Managed an international direct equity model portfolio benchmarked against the MSCI All Country World Index and the S&P 500. The model portfolio is a client-allocated satellite portfolio. - Analyze macroeconomic variables and their interactions with client portfolios - Strategic, tactical, and dynamic asset allocation decisions, as well as manager selection. - Ideas for process improvements to existing models to make them more robust and automated, resulting in smart, dynamic, and scalable client advisory
Образование
Образование: Institute of Management Technology, Ghaziabad Master of Business Administration (M.B.A.), Finance 2012 - 2014
Дополнительное образование: CFA Charterholder - CFA InstituteCFA Charterholder - CFA Institute