Rupanjali Katru
Portfolio Services Associate
Hyderabad
Summary
Portfolio Services Associate with experience in asset management, portfolio analytics, investment reporting, and client/advisor support at Franklin Templeton. Experienced in using Morningstar Direct to generate and analyze portfolio and investment reports covering performance, holdings, diversification, correlation, and portfolio characteristics. Hands-on experience with portfolio diagnostics, holdings analysis, UAT, recurring investment workflows, and Canvas Direct Indexing. Strong foundation on capital markets and investment products, supported by NISM certifications in Mutual Funds and Equity Derivatives
Overview
3
3
Languages
2
2
Certifications
7
7
years of professional experience
Work History
Portfolio Services Associate
Franklin Templeton Investments
Hyderabad
10.2023 - Current
- Deliver portfolio and investment analytics supporting financial advisors and client facing teams across mutual funds, ETFs, and Separately Managed Accounts.
- Utilize Morningstar Direct and internal Portfolio Analytics Tool to perform investment product and Portfolio Analysis covering Performance , Risk, Holdings, Diversification, Correlation and Portfolio Characteristics.
- Generate and interpret Product Comparison, Portfolio Diagnostics, Portfolio to Portfolio Diagnostics, Holdings Overlap, Correlation, Scenarios and Performance Review reports based on Advisor and Client requirements.
- Analyze Portfolio Composition, Fund characteristics, Performance trends , Performance trends. holdings and diversification to support investment- related analysis and client servicing.
- Manage recurring portfolio-services activities, including monthly Non-Reit updates, ensuring accuracy, completeness and timely delivery.
- Perform User Acceptance Testing (UAT) and production validation of portfolio reports and workflows, identifying discrepancies and coordinating with relevant teams for resolution.
- Support Canvas Direct Indexing production workflows involving benchmark alignment. tracking error budget scenarios, tax sensitivity, and taxable versus tax- exempt/deferred account considerations.
- Collaborate with internal stakeholders to clarify reporting requirements, assess platform limitations and determine appropriate escalation or resolution paths.
- Contribute to process documentation and standardization of recurring portfolio analytics and platform related requirements.
Associate
Amazon
Hyderabad
02.2022 - 08.2022
- Collected customer names, addresses, contact details, and payment information to maintain complete service records.
- Resolved a range of customer issues through clear, understandable communication and steady follow-up.
- Supported customers by explaining solutions plainly and adapting responses to different problem types.
Business Development Executive
RG Engineers
Hyderabad
11.2019 - 01.2022
- Processed payroll, wage allocations, budgeting, donations, and cash and banking reconciliations with close attention to accuracy.
- Supported the head accountant with financial bookkeeping and budget evaluation across routine finance tasks.
- Coordinated vendor selection and product sourcing to keep quotation requests aligned with project needs.
- Analysing the right product vendors and product quantity
for raising quotations. After the proper approval , preparing
and sending quotations
Mutual Fund Spercialist
Sharekahan
Hyderabad
04.2019 - 10.2019
- Conduct market research to identify selling opportunities and evaluate customer needs across mutual fund products.
- Set up meetings with potential clients and listen closely to their concerns, preferences, and investment objectives.
- Prepare and deliver product presentations that explain services clearly and support client decision-making.
Education
Master of Business Administration - Finance
VIGNAN'S
10-2024
Bachelor of Commerce -
MATS University
06-2017
Intermediate -
Sri Medha
04-2013
SSC -
St' Mary's High School
03-2011
Skills
Capital markets
Private Equity
Hedge Funds
Corporate actions
Financial modelling
Foreign Exchange Markets
Microsoft office - Excel
Word
Certification
NISM - Mutual Funds
Interests
Sketching & Doodling, Designing, Cooking
Timeline
Portfolio Services Associate
Franklin Templeton Investments
10.2023 - Current
Associate
Amazon
02.2022 - 08.2022
Business Development Executive
RG Engineers
11.2019 - 01.2022
Mutual Fund Spercialist
Sharekahan
04.2019 - 10.2019
Master of Business Administration - Finance
VIGNAN'S
Bachelor of Commerce -
MATS University
Intermediate -
Sri Medha
SSC -
St' Mary's High School