NAVEEN ALAPATI

● Generate Quarterly/Monthly Investment Strategy Performance reports.

● Generate Client specific and client-oriented Investments Performance reports.

● Stock Selection, Client &Strategy Attribution Analysis.

● Involved in Leading Few Trainings, Learning Interactive sessions to the team.

● Responsible for Handling Multiple Investment strategy reports.

● Leading Investments Liaison calls with Overseas Clients.

● Responsible for generating Mutual fund, SICAV, OIEC Investments reports

● In charge of delegating all monthly process tasks for the team

● Coordinated with various teams for input data, translators and compliance teams

● Supported process improvements by analyzing financial data and preparing detailed reports for stakeholders

● Collaborated with teams to gather requirements for investment performance reports, ensuring alignment with business goals.

● Laise with External translators for conversion of the reports into non-English languages, get the reports approved on compliance review system and publish them on intranet and public website.

● Conducted in-depth analysis and verification of financial reports and filings for listed companies on multiple stock exchanges.

● Worked on free float for Global Financial Markets using various methodologies by multiple index providers using periodic (monthly/quarterly/annual) filings for various markets and also mainly focused on Index research and analysis.

● Worked on shareholding and ownership structure for free float factor calculation for global financial markets.

● Worked on various assignments relating to Share Analysis, share types, voting rights and also share outstanding on a regular basis as an attribute for indexing.

● Handled client requests related to IPO setups, Market segment, Country assignment, NICB Research and also Universe analysis and Collation for Global Financial Markets.

● Data quality check and secondary check for all assignments were maintained for accuracy and timeliness purpose.

● Also participated in blog writing with the topic” IPO GREY MARKET” as a part of team activity.

● Trainings on new process were managed and provided for the team members.