Neetu Mahala
Pilani
Summary
To secure a position with a well-established organization with a stable environment that will lead to a lasting relationship in the field of finance. Contribute to the growth of the organization using my expertise and intent to build a career by working with successful professionals.
Excellent communication skills for establishing positive working relationships with people at all levels and for building highly effective outcomes with excellent analytical skills and problem-solving abilities. Drive to fix benchmarks, self-appraise to satisfy or exceed the same and high focus towards the growth of the company by playing a strategic role in the organization. Innovative, rational approach to problems through use of excellent analytical skills, leveraging on experience and values obtained. Ability to function as a team player and alternatively work independently to achieve objectives and show enthusiasm towards new responsibilities and tasks.
Overview
3
3
years of professional experience
Work History
IND Analyst II Investment Consulting
AON
09.2023 - Current
- Produce quarterly and monthly investment monitoring reports covering various asset classes such as equities, fixed income, hedge funds, real estate, private equity, and manager search reports.
- Responsible for performance measurement, attribution analysis, and performance appraisal of defined pension scheme-related fund managers.
- Update manager holdings and fixed income characteristics.
- Produce reports with structural discussions on performance results, write executive summaries, and make recommendations on holdings/liquidating investment managers.
- Prepare investment policy statements, manager comparison reports, and create composites of various strategies for comparison with custom benchmarks.
- Work on strategic and tactical asset allocation methodologies for portfolio structuring and analytics around asset liability modeling.
- Deliver end-to-end client reports for complex clients like KTRS.
- Conduct research, data collection, and analytics on defined benefit pension schemes.
- Provide offshore research and data collection support for ad-hoc activities related to investment manager selection.
- Analyze deviations and suggest explanations to clients by connecting with fund managers.
- Responsible for RBC data sourcing activity under the NA advisory DB team, including monthly sourcing of all statements.
- Perform review activities, regularly update metrics and quality checks, and maintain review guidelines.
- Responsible for TDF returns upload on monthly basis for the NA DB team.
- Active participation as a core member of IC Wellbeing committee which focuses on team’s health and wellbeing.
- Carried out refresher training for the entire team for QIRs.
- Completed Various Training Programs and awarded with Certificates for Excel VBA Basic and Intermediate Level. Have completed Advance Excel VBA training and working on a project for the same to streamline the process.
- Completed Lean Six Sigma White belt training program.
- Actively participating in LD quizzes, IC committee activities and all the Aon level events.
RM/Financial Product Operations SME
Kristal.AI
06.2022 - 09.2023
- Analyzed, implemented, and monitored business development strategies to onboard new Private Wealth Clients, reviewed their progress monthly, and assisted in portfolio discussions.
- Provided end-to-end solutions to B2C & B2B clients to build and retain AUM on the platform and expand AUA prospects.
- Managed orders and trade processing on the platform for funds, bonds, and structured products, with exposure to US, European, and Asian markets.
- Monitored daily NAV calculation for global funds and updated the platform.
- Assisted in creating a framework to automate fund operations, including bulk subscriptions/redemptions, NAV calculation, equalization entries, multi-series creation, and series consolidation.
- Worked closely with internal and external stakeholders, with exposure to listed stocks, bonds, ETFs, global funds, structured products, and private markets.
Education
B. Com Professional - Finance Specialization
Christ (Deemed To Be University)
Bangalore07-2022
Advanced Diploma in Management Accounting - Finance
Chartered Institute of Management Accountants
UK01.2022
CS Foundation Level Cleared - Accounting
Institute of Company Secretaries of India (ICSI)
India01.2021
High School Diploma -
Army Public School
Bangalore06-2019
Skills
- Performance analysis
- Investment reporting
- Asset allocation
- Portfolio management
- Data analytics
- Client relationship management
Additional Courses
- Advanced MS Excel, MS Word, MS PowerPoint
- Excel VBA
- Financial Modelling (UDEMY)
- Investment Banking (Yale university)
- Personal Finance (Coursera)
Timeline
IND Analyst II Investment Consulting
AON
09.2023 - Current
RM/Financial Product Operations SME
Kristal.AI
06.2022 - 09.2023
B. Com Professional - Finance Specialization
Christ (Deemed To Be University)
Advanced Diploma in Management Accounting - Finance
Chartered Institute of Management Accountants
CS Foundation Level Cleared - Accounting
Institute of Company Secretaries of India (ICSI)
High School Diploma -
Army Public School
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