Gaurav Jha

• Managed projects aimed at developing, marketing, and selling new content and custom asset and wealth management solutions, including fund and portfolio fact sheets, analytics, manager search, due diligence templates, as well as asset allocation and optimization
• Served as Lead Implementation Specialist for customized/sophisticated analytics and reporting tools for clients for purpose of investment strategy research and positioning of mutual funds, ETFs and separately managed accounts for sales/marketing
• Key Account Manager for Custom Solutions Clients: Owned overall relationship with key consulting clients to enhance their user experience and satisfaction. Managed scope and client expectations throughout development lifecycle of consulting projects. Identified, defined and documented requirements from clients in business statement of work document.
• Strategized, designed and built next generation Stylus Web application. Defined new features, target audience, and scope of project. Implemented client-focused workflow by focusing on account management, record keeping, fund management, model portfolio management, QDIA investment strategy review and fund scoring system.
• Designed new Risk and Target-date based ‘model portfolio’ analysis tool in Stylus Web. Created wireframes, sequence diagrams and scope matrices allowing for more efficient development. Developed dedicated reporting content for QDIA investments including risk and target-date model portfolios, target-date funds, stable value products, balanced portfolio funds and money-market funds.
• Performed performance attribution and returns-based style analysis to identify drivers of performance and factor exposures for funds, portfolios and indices. Implemented customized rating systems for funds and portfolio holdings based on performance, risk measures, management, expenses and style metrics. Performed in-house fund and alternative investment analysis; calculation and methodology testing and replications.
• Worked with large wealth management and research groups to build and support surveillance systems to monitor changes in fund's exposures to style factors. Collaborated with portfolio/fund analysts and asset managers to visualize investment strategy. Used firm's asset allocation and optimization module to help clients develop model portfolios across both broad asset classes and factors.
• Performed in-depth testing for new and existing desktop/web-based applications. Collaborated with development teams to provide analysis and recommendations for new products and/or content enhancements
• Participated in new software releases, fact sheet production, portfolio and plan review methodology implementation in financial software

Career Highlights:

• Spearheaded design and launch of firm's new target date fund (TDF) analysis and reporting solution, called TDF Radar, which generated over $250K in revenue within first 24 months
• Designed plan-level report templates for detailed analysis of plans and underlying funds managed by retirement plan sponsors to show performance, risk measures, style exposures and scores against their category-based peer groups and benchmark indices
• Led design of next generation Stylus Web application. Defined new features, target audience, and scope of project.
• Served as top-level expert of MPI Stylus Pro, Stylus Web, and other financial research and reporting technologies with responsibility for training our 250 clients that include BlackRock, T. Rowe Price, Fidelity, Franklin Templeton, Wells Fargo, Prudential, RPAG, Nuveen and UBS

• Collaborated in Capital Investment Analysis, updated capital expenditures and assisted in financial budgeting.

• Developed PRO/E, CAD Models/Drawings and performed quality assurance for successful project completion. Researched market size and firm profitability of potential new products in emerging market. Collaborated with business leaders to implement financial planning model providing detailed cost-benefit analysis.