Siddhant Nagar
Investment Performance
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
9
9
years of professional experience
Work History
Assistant Manager
Eton Solutions LLP
06.2023 - Current
- Generate investment performance and attribution reports on recurring or ad hoc basis.
- Reviewed client performance reports to ensure consistency and accuracy.
- Offered assistance to clients to build custom report, assessing needs, and maintaining current knowledge of consumer preferences.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Mentored team members to enhance professional development and accountability in workplace.
- Created employee schedules, MIS and audit reports
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
Consultant
STP Investment Services
02.2021 - 06.2023
- Supported clients with daily, weekly, monthly and quarterly performance reports using TWRR method.
- Delivered equity and fixed income attribution reports to clients.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Liaised with internal teams to understand performance discrepancies and resolve through effective and permanent solutions.
Senior Associate
State Street
05.2020 - 01.2021
- Create accounts, FX and currency for new or existing clients.
- Trained and supported new team members, maintaining culture of collaboration.
- Assigned tasks to lower-level personnel based on qualifications and skills set.
- Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
Performance Analyst
BNY MELLON
04.2015 - 04.2020
- Generated and delivered daily, weekly, monthly and quarterly performance reports using TWRR and modified deitz method. Hands on experience in fixed income attribution, yield curve analysis, market commentaries, fixed income strategies.
- Spearheaded continuous improvement initiatives to increase operational excellence and development.
- Tracked, analyzed and executed quality and continuous improvement initiatives to hold departments accountable for Accurate performance returns.
- Developed, tracked and analyzed variance in performance returns through equity and fixed income attribution (BHB model).
Education
MBA - Finance
Integrated Institute in Learning And Management
Greater Noida, Uttar Pradesh07.2014
BCA - Computer Applications
Silicon City College
Bangalore 11.2010
Skills
Investment Performance
Performance Attribution
Fixed income
Equities
Eagle Pace
Bloomberg PORT
Employee Performance Evaluations
Team management
Yield curve analysis
Fixed income attribution
Singing, Travelling and cooking
I love singing, travelling and exploring new places and love experimenting in cooking food in weekend
Timeline
Assistant Manager
Eton Solutions LLP
06.2023 - Current
Consultant
STP Investment Services
02.2021 - 06.2023
Senior Associate
State Street
05.2020 - 01.2021
Performance Analyst
BNY MELLON
04.2015 - 04.2020
MBA - Finance
Integrated Institute in Learning And Management
BCA - Computer Applications
Silicon City College