Charu Khandelwal CFA ,
Chartered Accountant
Jaipur,RJ
Summary
Highly motivated and detail-oriented Investment Analyst with a strong background in portfolio analysis seeking to leverage analytical skills and financial expertise to contribute effectively to a dynamic investment team.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Investment Analyst -AVP
HDFC Bank Wealth
11.2022 - Current
- Financial analysis to identify investment opportunities and risks
- Construction and management of investment portfolios tailored to meet client objectives
- Conducted due diligence on potential investment opportunities across various asset classes including equities, fixed income, and alternative investments.
- Prepared investment reports and presentations for clients and senior management, providing insights into portfolio performance and market trends.
- Collaborated with portfolio managers and research analysts to develop investment strategies and recommendations
- Contributed to the development and enhancement of investment processes and tools to streamline analysis and decision-making.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
Sales & Distribution - AVP
UTI Asset Management Company Ltd.
05.2012 - 11.2022
- Garnering Maximum Market Share for AUM.
- Sourcing business from various counters & assisting in mobilization
- Maintaining strong Business Relationships.
- Implemented innovative marketing campaigns that led to increased brand awareness and sales growth.
Manager
UTI Asset Management Company Ltd.
10.2009 - 04.2012
- The Work Involved great accuracy along with Communication with various levels of management and third-party providers
- NAV (Net Asset Valuations)
- Receivable Management
- Master creation & updations
- Investment Management – Primary & Secondary Market
- Scheme Accounting
- Corporate actions.
Education
CFA -
CFA Institute
04.2001 -
CA -
ICAI
04.2001 -
B Com (Hons) ABST -
Rajasthan University
04.2001 -
Skills
Portfolio Management
Financial Analysis
Risk Assessment & Management
- Investment strategies
Strong proficiency in excel
Excellent Communication & Presentation skills
Certification
Managerial Effectiveness - MDI Gurgaon
Timeline
Investment Analyst -AVP
HDFC Bank Wealth
11.2022 - Current
Managerial Effectiveness - MDI Gurgaon
11-2019
Sales & Distribution - AVP
UTI Asset Management Company Ltd.
05.2012 - 11.2022
Manager
UTI Asset Management Company Ltd.
10.2009 - 04.2012
CFA -
CFA Institute
04.2001 -
CA -
ICAI
04.2001 -
B Com (Hons) ABST -
Rajasthan University
04.2001 -
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