Summary
Overview
Work History
Education
Skills
Certifications
Areas Of Interest
Soft Skills
Timeline
Generic

Rashmi Jindal

Gurgaon

Summary

Highly accomplished investment professional with over 4.5 years of experience in Investments and Finance, and successfully passed all three levels of the CFA exam on the first attempt. Possesses deep expertise in financial statement analysis, ratio analysis, secondary research and comprehensive knowledge of equity, fixed income, derivatives, and economics. Adept at communicating complex financial concepts to stakeholders and collaborating with cross-functional teams to achieve organizational goals.

Overview

6
6
years of professional experience

Work History

Senior Specialist - Investments

Mercer
06.2022 - Current
  • Managing portfolio of 80+ US clients with onshore consultants.
  • Preparing Portfolio evaluation reports (DC, DB, OCIO) on quarterly/semi-annual basis detailing market performance, investment results, style exposures, ratings etc.
  • Preparing quarterly manager commentaries by assessing performance of fund/investment strategies and linking performance with market/economic developments and investment process of asset managers.
  • Performing in-depth analyses of investment lineups to explain portfolio return attribution and characteristics, including benchmark comparison, country and sector allocation, Sharpe ratio, Information ratio, top holdings, and peer performance.
  • Participate in quarterly client meetings with onshore Consultants and Analysts to review and discuss investment performance, providing clear and concise explanations on portfolio return.
  • Writing qualitative performance summaries for various funds.
  • Preparing research material around newly added mutual funds in the client's portfolio.
  • Studying documents including factsheet, prospectus, Morningstar, and manager commentaries for Benchmark, Portfolio Manager, and Mutual fund research.
  • Preparing quarterly DC and OCIO decks.
  • Publishing quarterly Target Date Survey covering 20+ managers and 60+ strategies.
  • Communication with record-keepers and fund managers to gather relevant insights.
  • Developed comprehensive training programs for new hires, resulting in faster onboarding and better overall performance.
  • Peer review, process training, and development of new team members.

Associate - R2R Accounting

Tesco
05.2019 - 11.2020
  • Worked diligently with EY and Deloitte UK to support preparation of statutory accounts and Audit for Tesco Food Sourcing Limited
  • Managed period close activities efficiently - posting journals, reconciling various accounts and taking on ad-hoc business queries
  • Prepared bank revaluation and posted entries for forex difference to update local currency balances
  • Worked closely with third party service providers KPMG South Africa, KPMG Spain, Mazars Chile and effectively adhered to all statutory requirements
  • Key person responsible to manage relationships with various stakeholders as well as took ownership of business process, monitored and adhered to KPI's and implemented process improvements
  • Identified and streamlined invoice payment process by creating sub-ledgers which saved both cost and hours
  • Recognized by stakeholders (UK Finance Manager, Hub Manager and People Partner) for being available at all times and quickly resolving queries in 2020
  • Cross-trained other team members to ensure backups.

Associate - R2R Accounting

Tesco (on Payroll Of Kelly Services Pvt. Ltd.)
09.2018 - 05.2019
  • Accounting and Reporting of income, expenses and payroll of hubs and responsible for reconciliation with Oracle GL to ensure smooth period end close
  • Responsible for payments for Tesco hub employees' salaries and third-party payments like professional fees, office expenses etc. and ensured timely payments that are compliant with the necessary requirements and approvals
  • Following up with respective hub banks, payables or treasury teams in case of rejection or any error in payments
  • Reviewed and validated payroll for hub employees including evaluation of expense claims.

Education

B.COM (Prog) -

Shaheed Bhagat Singh College, University of Delhi
New Delhi
2018

AISSCE -

D.N. Model Sr. Sec. School, Moga
Punjab
2015

AISSE -

D.N. Model Sr. Sec. School, Moga
Punjab
2013

Skills

  • Advanced Excel
  • Microsoft Suite
  • Research and Valuations

Certifications

  • CFA Program level III - Passed, CFA Institute, 02/2024
  • CFA Program level II - Passed, CFA Institute, 90th+, 02/2022
  • CFA Program level I - Passed, CFA Institute, 90th+, 02/2021

Areas Of Interest

  • Equity Research
  • Portfolio Management
  • Valuations
  • Credit Research
  • Private Equity

Soft Skills

  • Logical and Analytical
  • Attention to detail
  • Exceptional interpersonal communication skills
  • Ability to multitask
  • Excellent client management skills
  • Demonstrated success working with out-of-country professionals

Timeline

Senior Specialist - Investments

Mercer
06.2022 - Current

Associate - R2R Accounting

Tesco
05.2019 - 11.2020

Associate - R2R Accounting

Tesco (on Payroll Of Kelly Services Pvt. Ltd.)
09.2018 - 05.2019

B.COM (Prog) -

Shaheed Bhagat Singh College, University of Delhi

AISSCE -

D.N. Model Sr. Sec. School, Moga

AISSE -

D.N. Model Sr. Sec. School, Moga

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Rashmi Jindal