KUMAR SAURAV
Bangalore
Summary
Dynamic and result oriented finance professional with a solid foundation in financial analysis, risk management, and investment strategies. Seeking to leverage expertise and drive growth in a challenging finance role.
Overview
6
6
years of professional experience
Work History
Delivery Lead (Investment Specialist)
Acuity Knowledge Partner
2020.11 - Current
- Collaborating with the Portfolio management team, to source, generate the Data, required to update the Marketing materials
- Produced comprehensive Pitchbooks, Performance Handouts, and Performance Attribution reports covering a range of equity products including Mutual Funds, ETFs, SICAVs, OEICs and Money Market Funds.
- Responsible for reporting to Internal and External clients, overseeing production, addressing queries & data requests efficiently. Implemented a maker & checker process for every deliverable to maintain high levels of accuracy.
- Collaborated with Investment Team, Compliance Team, and IGI Team during off-Quarter End to stay informed about strategy material change and collect valuable feedback.
- Partnering with the Sales Distribution Team to understand Client's requirement and creating Custom Meeting Pitchbooks.
- Ensuring the Marketing Materials are in compliance with the regulatory requirements, by collaborating with Compliance Team.
- Worked closely with the Compliance and IGI Team to incorporate all new report updates, including Investment Fee changes, IP disclosure change, Investment team changes, and strategy-related changes.
- Supported quarterly pitches across NA, EMEA, and APAC regions by meeting tight deadlines and working in flexible shifts.
Investment Analyst
Aon
2018.05 - 2020.11
- Preparing/reviewing of periodic investment monitoring reports to analyze performance of individual managers as well as overall scheme performance
- Onboarding new Clients on PARis tool by creating fresh account and history for Performance calculations
- Responsible for all AHIM Funds' monthly returns calculation as an SME and preparing performance template for the same to be circulated across Aon Hewitt Investments Management team across the globe
- Involved in the production of the Monthly Assets and Performance Updates, DB & DC investments reports for Canadian pension funds' institutional clients
- Collected and organized data related to defined benefit and defined contribution pension schemes, analyzing their investment strategies.
- Responsible for overseeing and delivering all tasks in the Canada Region.
Education
Post-Graduate Diploma - Management, Finance
International School of Management Excellence
Bachelor of Commerce - Accounting
Magadh University Bodh Gaya Bihar
Skills
- Financial Performance Reporting and Attributions
- Pitchbooks
- Advance Excel, Power Point
- PARis
- Morningstar
- Seismic, GPAR
- Power BI
- Financial Modelling
- Financial Analysis
Accomplishments
- Developed a template to re-construct the Business Description language sourced from Refinitive
- Created an Excel Template which is saving 70 working hours every Quarter.
- Conducting Training refreshers with Team to improve our Quality, Timeliness metrics and Process Knowledge.
Timeline
Delivery Lead (Investment Specialist)
Acuity Knowledge Partner
2020.11 - Current
Investment Analyst
Aon
2018.05 - 2020.11
Post-Graduate Diploma - Management, Finance
International School of Management Excellence
Bachelor of Commerce - Accounting
Magadh University Bodh Gaya Bihar
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