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
7
7
years of professional experience
Work History
Senior Associate - Multi-Asset Solution
Goldman Sachs
12.2024 - Current
- Collaborating with Lead Portfolio Managers to select funds for a
mandate. - Analyzing exposure of client portfolio across different Asset Classes
and periodically reviewing the Tactical Tilts. - Producing Manager Factor Attribution and Scorecard reports on a
quarterly basis. - Analyzing different market events and potential impact on client
portfolios and providing commentary on portfolio performance. - Preparing Manager Search Reports across different asset classes
(Value Fund, Growth Fund, Emerging Market etc.). - Creating and Maintaining Strategic Benchmarks to monitor
portfolio return. - Part of the interview panel (reviewing Job Description, candidate
shortlisting), Onboarding and Training new hires in the team on
applications and process workflow.
Delivery Lead (Investment Specialist)
Acuity Knowledge Partner
11.2020 - 12.2024
- 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 ISG Team to incorporate all new report updates, including Investment Fee changes, IP disclosure change, Investment team changes, and strategy-related changes.
Investment Analyst
Aon
05.2018 - 11.2020
- Preparing/reviewing of periodic investment monitoring reports to analyze performance of individual managers as well as overall scheme performance
- 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
- PARis (Investment Metrics)
- Advance Excel, Power Point
- Financial Performance Reporting and Attributions
- Pitchbooks
- Power BI
- Financial Modelling
Accomplishments
- Created an Excel Template which is saving 70 working hours every Quarter.
Awards
- Awarded Impromptu award for my exemplary performance to deliver business results. (3 Times in 2019).
- Awarded Gold award for exceptional client service.
- Extra Miler Award for best performance in 2nd quarter of joining new team.
Timeline
Senior Associate - Multi-Asset Solution
Goldman Sachs
12.2024 - Current
Delivery Lead (Investment Specialist)
Acuity Knowledge Partner
11.2020 - 12.2024
Investment Analyst
Aon
05.2018 - 11.2020
Bachelor of Commerce - Accounting
Magadh University Bodh Gaya Bihar
Post-Graduate Diploma - Management, Finance
International School of Management Excellence
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