Proactive and goal-oriented professional with excellent management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.Currently engaged in a niche role at BandhanMutual Fund, contributing to the Investment Risk- Middle Office Group and assisting them in Investment Limit Monitoring ,Cash management and daily operations. In my previous organisation DSP Mutual Fund I was part of the Institutional Business Development team by advising corporate clients on optimal treasury management strategies and investment solutions tailored to their specific financial needs. Developed interpersonal skills, fostering strong relationships with CFOs and financial decision-makers, facilitating effective communication and collaboration to meet client objectives. Possess in-depth knowledge of financial instruments and market trends, enabling the provision of insightful recommendations that align with clients’ investment goals and risk profiles. Passionate about Treasury Management, Credit Risk Management, and Equity Research, with a solid understanding of liquidity management, credit risk assessment, and stock market analysis. Skilled in using financial tools and models to assess investment opportunities, risks, and returns. Proficient in Financial Analysis and Reporting, with hands-on experience in evaluating credit risk, conducting equity research, and analyzing fixed income products during academic projects and internships. Skillful at using Excel, financial modeling, and quantitative analysis to derive actionable insights.
Investment Risk
Liquidity Risk Management - for open ended debt schemes as prescribed by Association Of Mutual Funds in India - LRM framework based on 30 day Redemption at Risk (LR- RAR) and Conditional Redemption at Risk (CRaR)
Regular Equity Limit Monitoring as per the regulations prescribed in the SEBI Master circular
Investment Limit Monitoring - Analysing whether the investments done are compliant as per the prescribed asset allocation limits as per the Schemes Information Document and ensuring that the scheme level investments do not cause an active breach of the regulations.
Cash Management and Treasury Operations
MS Excel
Bloomberg
Powerpoint Presentation