Pranshu Dixit
Mumbai
Summary
Asset management professional with experience at Franklin Templeton in mutual fund product analysis, scheme-level reporting, investmentrisk reviews, valuation-policy support and compliance documentation. Skilled in analysing product and reporting requirements, preparinganalytical insights for stakeholder reviews, identifying reporting exceptions and improving process standardisation. Combines financial-servicesexposure with a technology and analytics background. informed decision-making and process improvements.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Futures Associate
Franklin Templeton Asset Management
Mumbai
04.2024 - Current
- Conducted stress testing, outlier polling, and unrealised loss reviews to identify exceptions, analyse risk exposure, and support business risk assessment.
- Prepared analytical reports and insights to enhance product positioning and inform stakeholder reviews and data-driven decisions.
- Analysed business and reporting requirements for mutual fund product analysis and developed standardised product note templates to support internal stakeholders and distributor needs.
- Supported revisions of valuation policies and compliance documentation, aligning operational processes with internal governance and regulatory standards.
- Conducted process analysis and identified gaps in reporting activities, pinpointing opportunities for standardisation and improved documentation effectiveness.
- Worked with relevant stakeholders to clarify product-analysis and reporting needs and support delivery of business review requirements.
Digital Specialist Engineer
Infosys
Hyderabad
05.2019 - 05.2021
- Analysed reporting processes and supported automated solutions using Azure Pipelines and Informatica workflows, improving data integrity and reducing manual intervention.
- Managed business-critical reporting workflows and application support, analyzing reporting requirements to ensure accurate, reliable, and timely delivery of MIS reports and regulatory outputs.
- Worked within Agile delivery teams to support application enhancements, process improvements, issue resolution, and alignment of technical deliverables with reporting needs.
- Structured functional requirements and supporting documentation for workflow enhancements, utilizing BA documentation practices including BRD-style requirements, user stories, and acceptance criteria to ensure clarity and alignment with business objectives.
- Conducted process analysis and gap identification, identifying inefficiencies and recommending opportunities for workflow optimisation and automation.
- Investigated reporting and application issues, facilitated root-cause analysis, and documented discrepancies; applied UAT-oriented validation checks to ensure reporting outputs aligned with expected outcomes.
Education
MBA - General Management
IIM Tiruchirappalli
Tiruchirappalli, Tamil Nadu03-2024
Bachelor of Technology - Computer Science & Engg
SRM Institute of Science & Technology
Chennai, Tamil Nadu05-2019
Skills
- Mutual Fund Product Analysis
- Scheme-level Reporting
- Investment Risk Assessment
- Portfolio Analysis
- Investment Compliance
- Data Analysis
- Excel
- Microsoft PowerPoint
Certification
- NISM-Series-V-A: Mutual Fund Distributor Certificate Examination
Algorithmic Toolbox
Machine Learning
Timeline
Futures Associate
Franklin Templeton Asset Management
04.2024 - Current
Digital Specialist Engineer
Infosys
05.2019 - 05.2021
MBA - General Management
IIM Tiruchirappalli
Bachelor of Technology - Computer Science & Engg
SRM Institute of Science & Technology