Ravi Teja J
Senior Investment Performance Analyst
Bengaluru,Karnataka
Summary
Ravi teja J Senior Investment Performance Analyst CAREER OBJECTIVE To work in a progressive and challenging environment which will help me bring my best and add value to my professional skills in a result-oriented environment. Also, to take part in decision making process of organization and help it to reach acme. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
Work History
Senior Investment Performance Analyst
State Street Corporate Services
Bangalore
07.2022 - Current
- Conducting and handling detailed portfolio analysis for variety of strategies
- Working on ‘Tracking error decompositions’ to determine the Fund vs Benchmark deviations
- Providing ‘Tracking error details’ on daily and monthly basis to portfolio managers to help improve the future trading decisions
- Analyze the portfolio returns through calculation of Sharpe ratio and others to determine the performance against the Benchmark
- Working on Portfolio to determine the Contribution of various sector and asset classes and investment pools
- Managed multiple items simultaneously under tight timelines.
Investment Performance Analyst
07.2021 - 07.2022
- Creating and leading management presentations on opportunities of automation leading to process improvement
- Support the design of new processes to improve the quality and analysis of Operations
- Utilized Power BI and other tools in order to give a better presenting and deeper understanding of
- Performance data in order to improve the process
- Training new team members in portfolio and risk analysis process and Tracking error decomposition.
Investment Performance Analyst
07.2019 - 07.2021
- Calculate and report daily, weekly and monthly portfolio and benchmark performance results to client service, portfolio managers, custodian banks and upper management
- Complete ad-hoc performance attribution reporting for portfolio managers and clients
- Analyze monthly market value reconciliations for all portfolio and work with custodians to resolve any discrepancies
- Analyze, calculate, monitor and verify the accuracy of the investment pool and performance results and trends
- Verified trades with counterparties, guaranteeing accurate trade details and settlement instructions.
Education
Master of Business Administration - undefined
Narsee Monjee Institute of Management
01.2021 - 04.2023
Bachelor of Commerce - undefined
RV Institute of management
(Bangalore University
01.2016 - 04.2019
Skills
Expertise on FactSet application extensively
Knowledgeable on Bloomberg usageProficient in Microsoft Excel and VBAStrong Communication skillsMotivated with agility and creativity, able to efficient work both independently and in team
Zeal to learn new skills in order to improve and provide effective solutionsAdvance valuations and strategy planningPrivate equity and Venture capital from Bocconi universityLearning on Block-chain model and implementationAutomate Data Extraction for Risk Mitigation in AssetsMitigate the risk to avoid possible intervention on accounting dataWorking on a project to help fully automize preliminary data and reports available to client Necessary parties To avoid manual intervention and error
Accomplishments
Rewarded with Special Recognition
Award “Bravo” for providing support
to team in overcoming challenges
towards reporting on Platinum
Clients
❖ Recognized as “Star of the month”
and “Star of the Week” multiple
times on expertise in FactSet and Eye for detail
Timeline
Senior Investment Performance Analyst
State Street Corporate Services
07.2022 - Current
Investment Performance Analyst
07.2021 - 07.2022
Master of Business Administration - undefined
Narsee Monjee Institute of Management
01.2021 - 04.2023
Investment Performance Analyst
07.2019 - 07.2021
Bachelor of Commerce - undefined
RV Institute of management
(Bangalore University
01.2016 - 04.2019