ANAND KUMAR
Bangalore
Summary
Financial professional with experience in risk management, portfolio analysis, and asset management. Skilled in financial reporting, process automation, and client engagement, with a strong focus on data-driven decision-making and operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Intern
HSBC India
Bangalore
08.2024 - 02.2025
- Collaborated with the Asset Management and Client Service teams to enhance client experience and support sales in acquiring new investment funds.
- Prepared and analyzed daily and monthly fund performance reports, including Assets Under Management (AUM), subscriptions, redemptions, and peer comparisons, to assess fund performance and market position.
- Optimized and automated reporting processes, reducing inaccuracies, and decreasing report generation time by 70%, improving operational efficiency.
- Developed and distributed monthly fund performance newsletters, ensuring clients received key portfolio insights and market updates.
- Assisted in maintaining and updating sales presentations and due diligence questionnaires, equipping the sales team with accurate and compelling data for client engagement.
Risk Function Lead
Infrahedge
Bangalore
04.2016 - 05.2019
- Led Risk Reporting: Ensured transparency and adherence to institutional standards by spearheading the entire risk reporting process
- Financial Analysis & Strategic Decision Making: Analyzed key financial metrics like Volatility (Vol), Value at Risk (VaR), Tracking Error, YTD & daily returns to inform strategic decisions
- Financial Operations & Client Billing: Maintained accurate client billing by meticulously calculating monthly invoices based on assets under management (AUM) and performance fees
- Process Optimization & Automation: Successfully led the full-cycle development of a key application in collaboration with Application Development
- This automation reduced task completion time by 95% (from original to 5%) while maintaining a 100% success rate
- Client Management: Established and maintained positive client relationships through regular interaction, including clients like Barclays and Kuwait International Funds (KIA)
Education
Bachelor of Commerce - Finance and Taxation
Christ University
Bangalore03.2016
Class XII -
Army Public School
Delhi03.2013
Skills
- MS Excel
- Python
- Power BI
- SQL
- JavaScript
- Data analysis
- Project Management
- Cross-functional coordination
- AI – ChatGPT & Co-Pilot
Certification
- CISI Chartered Institute for Securities & Investments
- ICSI - The Institute of Company Securities of India
Languages
- English, Fluent
- Hindi, Fluent
Timeline
Intern
HSBC India
08.2024 - 02.2025
Risk Function Lead
Infrahedge
04.2016 - 05.2019
Bachelor of Commerce - Finance and Taxation
Christ University
Class XII -
Army Public School
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