HARMAN SINGH CHANDHOK
Senior Specialist - Investments
Delhi
Summary
Completed CFA-Level 1 and presently working at Mercer as Senior Specialist in Investments since over 2.5 years.
Overview
5
5
years of professional experience
10
10
years of post-secondary education
1
1
Language
Work History
Senior Specialist
Mercer Consulting Services India
01.2023 - Current
- Prepared monthly and quarterly portfolio evaluation reports for various investment types (DC, DB, OCIO, Endowment, and Foundation), detailing market performance and investment results.
- Prepared and reviewed quarterly manager commentaries by assessing the performance of fund and investment strategies.
- Managed end-to-end client reporting, from data collection to final draft preparation.
- Led and supported client projects and ad-hoc initiatives, including CAIS initiatives, CITI monitoring, SBA Dashboard, ESG projects, demographic reviews, and expense dashboard preparation for DCMM and NFP clients.
- Participated in knowledge development initiatives to enhance team expertise.
Lead Analyst- Audit Assurance
Ernst & Young
01.2020 - 12.2022
- Analysis of Financial Statements and Performing Analytical review where there are significant changes from the previous year and create work papers on that basis.
- Performed Stock Audit and Cash verification on various client.
- Performed routine substantive and control procedures supporting the various Indian client serving assurance teams while maintaining the highest standard of quality, objectivity and professionalism
- Hands on EY tools like EY random, EY Canvas, EY Microstart.
- Handling a team of 10 employees (new joiners).
Education
CFA Level 1 (cleared) -
CFA Institute
08.2020 - Current
Course: Financial Modelling & Valuation Using Excel Duration: 3 Months -
Investment Banking Institute
08.2019 - 10.2019
B.com (Honours) -
SGND Khalsa College, University of Delhi
06.2016 - 06.2019
12th - Commerce
The Pinnacle School
New, Delhi 04.2015 - 03.2016
10th -
The Pinnacle School
New, Delhi 04.2013 - 06.2014
Skills
Proficient in MS Office Suite
Strong critical thinking and analytical skills with attention to detail
Financial and commercial exposure gained through audit experience
Demonstrated teamwork and leadership abilities
Effective multitasking and prioritization in dynamic environments
Demonstrated stakeholder management, including handling escalations and ensuring high-quality service delivery
Strong communication skills to keep team members informed and up-to-date
Accomplishments
- Kudos from Senior Management at EY for excellent quaterly performance for a listed client
- Spotlight Award (Twice) - Mercer Consulting Services India
Timeline
Senior Specialist
Mercer Consulting Services India
01.2023 - Current
CFA Level 1 (cleared) -
CFA Institute
08.2020 - Current
Lead Analyst- Audit Assurance
Ernst & Young
01.2020 - 12.2022
Course: Financial Modelling & Valuation Using Excel Duration: 3 Months -
Investment Banking Institute
08.2019 - 10.2019
B.com (Honours) -
SGND Khalsa College, University of Delhi
06.2016 - 06.2019
12th - Commerce
The Pinnacle School
04.2015 - 03.2016
10th -
The Pinnacle School
04.2013 - 06.2014
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