Gouri Prasad Khandual

Index Data Quality and Benchmark

• Validate accuracy of Indices and constitution components in accordance with index methodologies.
• Perform Different methods of Returns Calculation ( Price Return, Gross Return, Net return) of Global indices/index (Equity, Fixed income, Commodity, ETF, etc )to ensure data accuracy in accordance with service level agreements.
• Back-tests and fixing of issues for newly developed products using various internal tool
• Ensuring correct applicability of ISIN, Security description, CUSIP,SEDOL, Payment Date and Dividend, Holdings, Interest and FX Rate
• Monitoring and Implementation of corporate action events like Dividends, Rights Issues, Spin-Off and Identifiers changes of affected indices
• Escalating to Vendors for data issues and files missing in data source paths (FTP, emails, websites) with vendors and clients if required.
• Utilized internal Tools for sourcing data files from Vendor’s FTP, Website & Emails
• Resolution of data queries of both internal stakeholders and external clients and providing support.
• Dealing with index-specific inquiries, Timely investigation and quick resolution of client requests.
• Assisting team on updated methodologies.

Other Responsibilities:

• Allotting tasks and monitoring work progress in absence of TL
• Providing training on methodologies and work processes to new hires.

Achievements

Recognized for reducing backlog queries by 60% as team for Q2, 2022

Project Participation- S&P ESG 500, S&P ESG 1200, Dow jones Sustainability index Family.

• Performed Primary and Secondary Sector-Specific Research (Industry/Company) for ESG Products.
• Monitoring screening of controversies, negative news and measurement of severity/impact
• Evaluation and escalation of data inconsistency, data limitations and quality checks over global operation.
• Providing comprehensive analysis on Risks in ESG Risks & opportunities, Sector Specific emerging risks, benchmarking and peer analysis of companies as per GICS.
• Provided timely and accurate responses to enquiries from internal groups and external clients.
• Active involvement in fundamental research of companies and understanding various business models within different sub-themes
• Introduction of new Research methodology with collaboration of REBECOSAM ESG team.

Achievement -

• Delivered accurate ESG ratings for S&P 1200 index clients in record time of 3 months.

• Analyzed Customer investment perception on basis of risk apatite, Industry interest, instrument( Eg- Equity, Derivatives,Fixed income) and duration of investment Time horizons such as intraday, Positional, and Long-term
• Customer Call handling, Pitching products to customers

Achievement

• Added investment target of Rs1,50,000 and new clients to Business.