Vignesh Rajesh
Kollam
Summary
Investment professional with hands-on experience managing USD 30M+ in mutual fund AUM and a business analysis background spanning market entry strategy and financial performance analysis with an MSc in International Business and a track record of translating market data into actionable investment and business decisions.
Overview
1
1
years of professional experience
Work History
Assistant Manager
SBI Mutual Fund
Kollam
07.2026 - Current
- Managing and advising on a portfolio of USD 30M+ in AUM, monitoring portfolio performance, asset allocation and market conditions to support investment decisions.
- Analysing fund performance, market trends and product suitability to identify investment opportunities, optimise portfolios and strengthen client relationships.
- Assessing client risk appetite, financial objectives and investment horizons to construct customised mutual fund portfolios aligned with individual investment needs.
Business Analyst Intern
Lumorus
Hybrid, London
04.2024 - 09.2024
- Conducted market analysis for entry into Canada, UAE, and Ghana, identifying over 50 distinct strategic opportunities and challenges, leading to actionable insights for market penetration strategies.
- Collaborated with four cross-functional teams, enhancing data integration and analysis processes that supported executive decision-making and improved forecast accuracy.
- Played a key role in the analysis of financial data and performance indicators, directly contributing to a 10% improvement in budget allocation and operational efficiency.
Education
MSc - International Business
Aston University
Birmingham 01-2025
Bachelor of Arts - English Language & Literature
Mar Ivanios College
01-2022
Skills
- Business Analysis
- Financial Analysis
- Portfolio Management
- Investment Strategies
- Team Management
- Risk Assessment
- Client Relations
- Market Research
- Data Analysis
- SQL
- Excel
- Power BI
Additional information
Google Analytics, SEO Fundamentals, Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook)
Certifications
- NISM 5A - Mutual Fund Distributor
- Google Analytics
- SEO Fundamentals
- Digital Marketing
Timeline
Assistant Manager
SBI Mutual Fund
07.2026 - Current
Business Analyst Intern
Lumorus
04.2024 - 09.2024
MSc - International Business
Aston University
Bachelor of Arts - English Language & Literature
Mar Ivanios College