Harsh Desai
Mumbai
Summary
Results-oriented Assistant Investment Product Manager skilled in financial modeling and performance metrics. Delivers insightful product research and portfolio reviews to enhance investment strategies. Supports investment decisions and portfolio restructuring for assets exceeding ₹100 Crores, ensuring alignment with client objectives.
Overview
4
4
years of professional experience
3
3
Certifications
Work History
Assistant Investment Product Manager
Motilal Oswal Financial Services Limited
Mumbai
04.2024 - Current
- Initiated career as Management Trainee under MT Spark Program, rotating through various Wealth Management sectors.
- Prepared detailed portfolio reviews, performance summaries, and investment proposals for HNI and UHNI clients.
- Supported investment decisions and portfolio restructuring for assets exceeding ₹100 Crores.
- Conducted product research on mutual funds, PMS, and AIF, analyzing performance ratios and risk metrics to inform investment strategies.
- Developed investment notes, comparison sheets, and fund recommendation decks, enhancing advisory teams' decision-making process.
- Collaborated with product and research teams to implement asset allocation strategies aligned with client objectives.
- Monitored capital market developments to identify and evaluate potential investment opportunities, supporting strategic portfolio adjustments.
Process Associate
Tata Consultancy Services
Mumbai
12.2021 - 08.2022
- Assessed client eligibility for volume discounts, ensuring compliance with pricing policies.
- Reviewed rebates and volume discount credits for accuracy, maintaining adherence to company standards.
Education
MBA - Finance
Chetana Institute of Management And Research
Mumbai04-2024
Masters of Commerce - Accounting And Finance
University of Mumbai
Mumbai04-2021
Bachelor of Commerce - Accounting And Finance
Malini Kishor Sanghvi College of Commerce
Mumbai04-2018
High School Diploma -
Vibgyor High
Mumbai04-2013
Skills
- Product research
- Portfolio management
- Investment analysis
- Asset allocation
- Performance metrics
- Client relationship management
Certification
Advanced Valuation and Financial Modelling by The Valuation School-Ongoing
Timeline
Assistant Investment Product Manager
Motilal Oswal Financial Services Limited
04.2024 - Current
Process Associate
Tata Consultancy Services
12.2021 - 08.2022
MBA - Finance
Chetana Institute of Management And Research
Masters of Commerce - Accounting And Finance
University of Mumbai
Bachelor of Commerce - Accounting And Finance
Malini Kishor Sanghvi College of Commerce
High School Diploma -
Vibgyor High