Aditya Karki
Marketing Operations Specialist
Haldwani
Summary
Results-oriented Marketing Operations Specialist proficient in developing creative marketing collateral for asset management firms. Establishes clear standards and enforces protocols for consistent, high quality results for the benefit of all stakeholders. Good analytical skills with a focus on process improvement.
Overview
11
11
years of professional experience
6
6
years of post-secondary education
Work History
Marketing Operations Specialist
Morgan Stanley Advantage Services Private Limited (on Payroll Of Russell Tobin Associates)
2020.11 - 2023.10
- Reviewed 600+ automated factsheets, commentaries, fund overview, fund spotlight in multiple languages on monthly/quarterly basis.
- Updated and reviewed 40+ manual investment ideas, fund flyer, attribution reports, sales guide on monthly/quarterly basis.
- Implemented product actions on impacted scope of marketing materials on ad-hoc basis.
- Updated and published 15 Italian presentations for channel marketing sales team on monthly/quarterly basis.
Analyst
CRISIL Global Research And Analytics
2017.06 - 2020.04
- Managed info mailbox for client and responded to investor queries by working with head of investor relations.
- Reconciled data in proprietary model versus research numbers in proprietary valuation approach for global bank.
- Supported Food and HPC equity research analyst in updating exhibits, proof reading paragraphs, updating financial model post results for 8 companies.
Technology Analyst
Wells Fargo India Solutions Private Limited
2012.08 - 2015.05
- Monitored and proactively escalated any anticipated software job failures in 9 hour timeframe in Home Equity Division servers.
- CODA, WANDA application support.
Education
MBA - Finance
Symbiosis Institute of Management Studies
Pune 2015.06 - 2017.03
BTech - Electronics And Communications Engineering
Sikkim Manipal Institute of Technology
Sikkim 2008.06 - 2012.06
Skills
Microsoft Excel
Timeline
Marketing Operations Specialist
Morgan Stanley Advantage Services Private Limited (on Payroll Of Russell Tobin Associates)
2020.11 - 2023.10
Analyst
CRISIL Global Research And Analytics
2017.06 - 2020.04
MBA - Finance
Symbiosis Institute of Management Studies
2015.06 - 2017.03
Technology Analyst
Wells Fargo India Solutions Private Limited
2012.08 - 2015.05
BTech - Electronics And Communications Engineering
Sikkim Manipal Institute of Technology
2008.06 - 2012.06
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