Dushyant Kumar

Reporting:

• Support Research Analyst and Portfolio managers of Bank of America by providing professional investment management services to pitch the prospective clients and expand the existing clients with extensive analysis reports on various asset classes
• Created customized, time-sensitive performance reports, including risk statistics, asset allocation, and rebalancing reports for clients
• Prepared equity and fixed-income fund reports, detailing the fund's asset allocation, portfolio holdings, investment style, fees, and performance relative to its benchmark
• Created Model Portfolio Factsheets on monthly basis for month-to-month comparison of asset allocation, performance and holding weights
• Asset Management with different asset classes
• Working knowledge of Portfolio Aggregation, Performance reporting, Attribution analysis on Morningstar
• Prepared weekly, monthly, quarterly performance reports of ML model portfolios
• Processing Wealth Planner & Wealth proposal for new client acquisition

Analysis:

• Prepared portfolio attributions based on Morningstar and FactSet tool for Attribution Analysis
• Conducted an in-depth analysis of investment portfolios using tools such as FactSet, Morningstar Direct to evaluate returns, risk, and attribution factors
• Performed performance attribution analysis for multiple asset classes, including equities and fixed income, to assess portfolio performance drivers
• Prepared detailed deck on model Portfolios, used to acquire clients
• License access of Morningstar Direct and FactSet analytical tools for depth research
• Depth analysis on Model portfolios of Merrill Lynch (ML)

LOB Integration:

• Uninterrupted communication with our onshore business partners - PMs / PMAs, Investment Strategists, Performance Analysts or Line of Business over the calls, emails & business chat
• Transitioned 20+ new projects from Onshore partners with complete ownership followed by SOP creation and update
• Assisting Portfolio Managers and Portfolio Manager Assistants with respect to portfolio administration work that spans across Client Presentations, Portfolio Performance, Wealth Planner Reports and Proposals and Manager Comparisons among other similar activities

Management:

• Handling a team of 10+ associates on project basis, ensuring the timely and accurate delivery of investment performance reports to stakeholders and management
• Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed
• Conducted end-to-end training sessions for new hires, covering performance reporting, attribution methodologies and internal tools
• Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance
• Audit of recurring reports for new associates, attention to details

• Predicted and analyzed the stock market movement
• Analyzed upcoming news, policies, financial data, reports and foreign market movement
• Managed various activities of the project like information gathering, analysing the information gathered according to business requirements
• Handled, analyzed and summarized the data
• Drawn the final outcome from data and make a proper decision based on it

• Analyzed the effect of Non-Performing Assets on profit and liquidity
• Analyzed that profitability directly depends on the liquidity and non-performing assets of the bank
• For best and sound result collected last ten years of data and analyzed large data set
• Topic: Effective Control & Management of Non-Performing Assets