SHRUTI SUNIL LOTLIKAR
MUMBAI
Summary
"Responsible, dedicated, and results-oriented professional with a strong work ethic and a proven track record in the global financial industry, specializing in indices and ETFs. Experienced in leading roles within esteemed financial institutions."
Overview
7
7
years of professional experience
Work History
Manager
Nippon India AMC
01.2022 - Current
- Actively contributed to the management of passive products, including, ETFs, Index Funds, and FoFs
- Assisted in the preparation of monthly scheme Factsheets, encompassing scheme performance analysis, Tracking Error calculations, Fundamental ratios assessment, and maintenance of product portfolios
- Conducted in-depth competitor scheme analysis, employing various quantitative parameters for due diligence, including standard deviation, tracking error, tracking difference, impact cost leading to the generation of invaluable marketing intelligence reports that help with informed strategic decisions and risk perception.
- Analyzed monthly AUM and net sales data of competitors to provide insights and prepare detailed reports
- Developed product presentations, product notes, One-pagers, and booklets, supporting the sales team in product communication and ad-hoc presentations
- Maintained and updated product scheme information documents, Key Information Memorandums (KIMs), and product addendums to facilitate necessary changes in existing products
- Assisted in cross-asset class product research for the launch of new ETFs and Index funds
- Prepared product materials, Key Information Memorandums (KIMs), and board notes for the introduction of new products
- Created and maintained multiple intelligence reports, encompassing net sales analysis, discount broker share assessment, investor base analysis, and market share analysis.
Senior Analyst
Deutsche Bank (DWS)
05.2020 - 01.2022
- Played a key role as a member of the Equity Passive Portfolio Management team, specializing in Xtrackers ETFs
- Managed daily trade reconciliation, Portfolio Composition File (PCF) calculation and reconciliation, fund holding calculations, and Net Asset Value (NAV) calculation for a diverse range of funds
- Conducted weekly and monthly performance attribution analysis for the ETFs in comparison to their benchmark indices, providing valuable insights into performance drivers and risk management strategies
- Demonstrated expertise in analyzing daily corporate actions affecting fund securities, such as spinoffs, mergers and acquisitions (M&A), stock splits, and rights issues, leveraging Bloomberg for accurate assessment
- Implemented necessary adjustments to holdings and NAVs accordingly
- Proficiently worked with various indices, including those from FTSE, MSCI, S&P, DJI, and Russell families, ensuring precise tracking of benchmark performance
- Contributed to the preparation of insightful quarterly and yearly research reports on global markets and the ETF industry, offering valuable perspectives and analysis for informed risk management and decision-making.
Senior Research Analyst
CRISIL
06.2017 - 04.2020
- Played a pivotal role within the Indices team, an integral part of the Funds and Fixed Income Research division
- Produced comprehensive reports on the Fixed Income markets, delivering valuable insights through both monthly and annual dashboards
- Spearheaded the daily operations of a diverse portfolio of indices, including 96 Indian debt market standard indices, 13 Sri Lankan indices, 100+ customized indices, and 3 Held to Maturity (HTM) indices
- These indices are widely relied upon in the mutual fund and insurance industries
- Demonstrated proficiency in working with various asset classes within the Indian debt market, covering G-sec, T-Bills, SDLs, corporate bonds, commercial papers (CPs), and certificates of deposit (CDs)
- Oversaw the daily calculation of index values and executed periodic rebalancing of indices at predetermined frequencies
- Led the review process for annual and semi-annual criteria evaluations for both standard and customized indices
- Managed client inquiries and engaged with key stakeholders both internally and externally, including participation in internal meetings and client interactions
- Contributed to the creation of an index for an ETF fund, conducting in-depth analysis of the Indian ETF market
- Gained expertise in custom index creation and its ongoing maintenance
- Possessed a strong understanding of the valuation process for fixed income securities
- Assumed responsibility for assessing market risk exposure for indices and client portfolios, ensuring risk mitigation strategies were in place
- Conducted portfolio attribution analysis to gauge the risk profiles associated with client portfolios
CRISIL Intern
Winter
01.2017 - 02.2017
- Market Analysis and Collaboration Collaborated with multiple sectorial teams within the organization, as well as engaged with public and private industry stakeholders, to assess the demand for Petroleum and Water Carrying tankers
- Developed hypotheses and meticulously validated assumptions through data collection and analysis, rigorously testing the results to produce a comprehensive and data-driven report.
Intern
J. P. Morgan Chase & Co
04.2016 - 06.2016
- Inter Affiliate Documentation Renewal Project Led the initiative to streamline and renew Inter Affiliate Documentation for the entire Asset Management functions, consolidating 38 historical charters into 8 comprehensive and up-to-date charters
- Coordinated and collaborated with cross-functional teams to secure approvals, prepare new risk classifications, draft charters, align with legal schedules, establish project frameworks, define business models, and ultimately obtain final approvals from on-shore teams.
Education
MBA - Finance
Sydenham Institute of Management Studies (SIMSREE)
2017
B. E. - Engineering
SIES GST
Mumbai2015
12th Equivalent -
R.V.N. Jr. College
Dombivli2011
10th Equivalent -
IES’s CPV School
Dombivli2009
Skills
- Passive Portfolio Management
- Fixed Income Investing
- Equity Investing
- Capital Markets
- Financial Services
- Due Diligence
- Risk Management
- Wealth Management
- Operational Excellence
- Indices
- Visualization
Accomplishments
- CFA Level 1 Completed - Level 2 Candidate: Successfully passed CFA Level 1 and currently progressing as a Level 2 candidate, demonstrating commitment to advanced financial analysis and investment expertise
- Execution Excellence Award (Q1 2018): Acknowledged and honored with the Execution Excellence Award in the first quarter of 2018 for outstanding performance and dedication.
- Breakthrough Initiative Award (Q1 2019): Received the Breakthrough Initiative Award in the first quarter of 2019 for spearheading the successful launch of pioneering Broad-based debt market indices, setting a new industry standard.
- Rapid Career Advancement: Achieved significant career progression by being promoted to the role of Senior Research Analyst within just one year of joining CRISIL as a Research Analyst, demonstrating exceptional expertise and dedication in the field.
Skills & Interests
- Proficient in Microsoft Excel, including advanced functions, pivot tables, pivot charts, lookup tables, and other Microsoft Office applications, enhancing data analysis and reporting capabilities.
- Familiar with Bloomberg and Aladdin tools, providing valuable insights and data management in financial analysis and investment management.
- Working knowledge of VBA and Excel macros, facilitating process automation and efficiency in Excel-based tasks.
- Results-oriented and diligent professional with effective communication skills and the ability to handle multiple tasks simultaneously, ensuring productive and efficient work.
- Strong team player with a keen eye for detail, contributing to collaborative efforts and maintaining accuracy in tasks and projects
- Hobbies include singing and dancing, showcasing creativity and passion outside of professional pursuits.
Timeline
Manager
Nippon India AMC
01.2022 - Current
Senior Analyst
Deutsche Bank (DWS)
05.2020 - 01.2022
Senior Research Analyst
CRISIL
06.2017 - 04.2020
CRISIL Intern
Winter
01.2017 - 02.2017
Intern
J. P. Morgan Chase & Co
04.2016 - 06.2016
MBA - Finance
Sydenham Institute of Management Studies (SIMSREE)
B. E. - Engineering
SIES GST
12th Equivalent -
R.V.N. Jr. College
10th Equivalent -
IES’s CPV School
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