Naveen Kumar
Bangalore
Summary
Senior Associate with a strong background in fund marketing and capital markets. Expertise in preparing RFPs, RFIs, and due diligence questionnaires for asset management clients, boosting client engagement and acquisition success. Proficient in market research, data analysis, fixed income data, corporate actions tracking, and KYC/CDD. Skilled in applying industrial classification systems for risk management and regulatory compliance. Known for delivering strategic insights and high-quality documentation to enhance client growth and operational efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Associate
Acuity Knowledge Partners (formerly Moody’s Analytics Knowledge Services)
Bengaluru
2022.05 - Current
- RFP/RFI Support: Assisted in responding to various asset classes, funds, and firm-level RFPs, RFIs, and quarterly/annual DDQs for investors and prospective clients, ensuring quality and timely submissions.
- Tracked Fund Performance: Monitored and analysed fund performance metrics, generating reports from portfolio management tools such as Portia, Factset to identify trends and insights and assessing its performance contributors and detractors and updating fund commentaries.
- Database Management: Generating and uploaded fund performance data, characteristics (reference data) and other quantitative and qualitative data into the company database, and tools including Qvidian RFPs and RocketDocs for efficient data retrieval and response accuracy.
- Consultant Database Management: Maintained and updated Consultant Databases (e.g., eVestment, Mercer, MorningStar) with fund performance metrics, AUM, characteristics, and other critical data.
- Client Interaction: Facilitated communication with clients, addressing inquiries related to fund performance and providing detailed explanations as needed.
- Marketing Material Update: Periodically updated fund factsheets, financial marketing materials, including presentations, pitch books, brochures and narrative workbooks and publishing them on Seismic.
- Strategy/Portfolio Profiles: Created and maintained standard strategy/fund profiles by collaborating with product specialists and portfolio management teams, ensuring alignment with market strategies.
- Automated Solutions: Developed and implemented automated solutions for data validation, analysis, calculations, and document updates using the proprietary “Report Generator” tool, streamlining workflows.
- Governance Reporting: Prepared and maintained ad-hoc trackers, SOPs, task checklists, MIS reports, and dashboards for Governance calls, enhancing reporting and oversight.
- Team Training: Trained new team members on processes and project implementation for new and existing clients, contributing to team development and knowledge retention.
- Workload Distribution and Resource Allocation: Effectively assigned tasks based on team members’ skills and project requirements, balancing workloads to optimize productivity and meet deadlines.
Senior Content Analyst
London Stock Exchange Group
Bengaluru
2021.03 - 2022.05
- Data Validation & Accuracy: Validated the accuracy of business-level data updated from multiple sources, ensuring that data reflected in databases was accurately represented on products and maintaining high data integrity.
- Sanctions Screening: Screened individuals and entities against global sanction lists from OFAC, EU, UN, and other international and government agencies using Refinitiv World-Check, identifying potential sanctions matches and false positives.
- Comprehensive Due Diligence: Conducted thorough Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) by capturing detailed information on ownership, organizational structure, regulatory authorities, tax IDs, RICs, counterparties, and other identifiers.
- Quality Measures Database: Created and maintained a comprehensive database of quality measures, providing management with detailed results and actionable recommendations for improvements.
- Process Documentation & Reporting: Prepared and maintained process-related documents, including methods of work (MoW) and quality report dashboards, ensuring clear and accurate documentation of procedures.
- Salesforce Management: Managed and responded to data queries related to business summaries and industrial classification codes (NAICS, NACE, GICS, SIC, TRBC) using Salesforce, facilitating effective communication with both internal and external clients.
- Root Cause Analysis: Performed root cause analysis for data correction cases, identifying underlying issues and implementing robust solutions to prevent recurrence.
- Employee Training & Induction: Trained and inducted new employees into production processes, measured performance against learning curves, and ensured successful integration into the team.
- Market Research & Monitoring: Monitored and researched financial market events to anticipate mergers and acquisitions, avoid duplications, manage dormant accounts, and assess risks and sanctions.
Content Analyst
London Stock Exchange Group
Bengaluru
2017.12 - 2021.03
- Financial Analysis & Classification: Conducted comprehensive analysis of organizational revenue, business segments, and operations using financial statements to assign accurate industrial classification codes at the company, segment, and product levels. Updated business summaries to reflect current classifications.
- Data Management & Extraction: Proactively coordinated with product teams to ensure adherence to SLAs. Utilized data extraction and management tools, including Microsoft Server Studio, Data Scope Select (DSS), Oracle SQL, MS SQL, BIZINTEL, Deals RDC, and Thomson Reuters Eikon Excel, to identify and resolve data discrepancies.
- Customer Due Diligence (CDD): Performed CDD procedures for the reactivation and deactivation of organizations/clients, ensuring compliance with regulatory requirements and maintaining data accuracy.
- Data Flow Monitoring: Monitored Eikon, DSS, and other products to address and rectify data flow discrepancies, ensuring seamless data integration and accuracy across systems.
- User Acceptance Testing (UAT): Participated in UAT testing to validate new system features and functionalities, ensuring that they meet business requirements and user needs.
- SQL Scripting & Analysis: Developed and executed SQL scripts to extract critical data for service analysis, enabling detailed insights and informed decision-making.
Intern
Idea Envy
Bengaluru
2017.01 - 2017.03
- Assisted in creating and scheduling social media posts.
- Conducted keyword research, integrated SEO strategies and analyzed website traffic using Google Analytics.
- Developed content for email marketing campaigns and blog posts.
- Helped manage and track social media ad campaigns, improving engagement by 15%.
Education
MBA - Finance And Marketing
BNM Institue of Technology
Bengaluru2017-07
Bachelor of Commerce -
PES Institue of Advanced Management Studies
Shivamogga2015-06
Commerce
PES PUC
Shivamogga2012-06
Skills
KYC and CDD
Market Research and Data Analysis
Quality Check
Business Summary and Industry Classification
Power BI
Project Management
Refinitiv EIKON and World-Check
SQL
Salesforce
Data Management and Database Uploads
RFP and RFI Support
Client Communication and Relationship Management
Detail-Oriented and Analytical Thinking
Certification
- The Business Intelligence Analyst 2021.
- Microsoft Power BI desktop for Business Intelligence.
- Level 1 CFA Bootcamp (ongoing)
Additional Information
Achievements/Tasks
Languages
- English, Full Professional Proficiency
- Hindi, Full Professional Proficiency
- Kannada, Full Professional Proficiency
Timeline
Senior Associate
Acuity Knowledge Partners (formerly Moody’s Analytics Knowledge Services)
2022.05 - Current
Senior Content Analyst
London Stock Exchange Group
2021.03 - 2022.05
Content Analyst
London Stock Exchange Group
2017.12 - 2021.03
Intern
Idea Envy
2017.01 - 2017.03
MBA - Finance And Marketing
BNM Institue of Technology
Bachelor of Commerce -
PES Institue of Advanced Management Studies
Commerce
PES PUC
- The Business Intelligence Analyst 2021.
- Microsoft Power BI desktop for Business Intelligence.
- Level 1 CFA Bootcamp (ongoing)
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