Vishnu Govind

Client: City National Rochdale, U.S.A (Subsidiary of City National Bank) (www.cnr.com/ www.enoahisolution.com)

• Modernization, Digital Transformation, Cloud Migration project involving retirement of CNR legacy applications
• Improved asset allocation algorithms and portfolio analytics tools based on feedback from portfolio managers, analysis of analyst notes, and industry papers
• Analyzed data flow, collected feedback from traders and operations team, and presented improvements to trade order processing engine, risk data modules, and suggested new pathways to settle orders
• Designed reporting system based on user feedback regarding frequency of reports, data to be included in reports, and removing redundant data points from reports in order to comply with compliance standards, industry standards, and user feedback.
• Key achievement was consolidation of reports used across multiple teams into a single reporting tool with capability of delivering customized reports
• Trained software developers in analyzing investment data, data flow within asset management systems, financial ratios, life cycle of a trade order, and investment policy statement objectives.
• Contributed to quality of software outcomes by acting as a bridge between software teams and investment teams

Reporting to: Envestnet, Chicago (Front Office & Headquarters) (www.envestnet.com)

• Promoted with additional responsibilities of managing a team, ensuring data quality and taking ownership of reporting process, data quality and was assigned additional responsibilities within fiduciary practice
• Took complete ownership of security master, investment data and market data and initiated steps to clean existing data, coordinated with data providers to standardize data format and data deliverables
• Guided software teams to build analytical tools for handling corporate events, ranking of securities, scripts to evaluate security performance across multiple time horizons and incorporated new financial ratios in analysis
• Maintained strategic relations with fund houses, fund managers, custodians and record keepers and was instrumental in gaining access to new business, supporting the team in RFP process and ensuring access to latest research reports
• Achieved deadlines and ensured quality of investor portfolio reports and verified reports complied with regulations, reporting standards, and company standards

Reporting to: Envestnet, Chicago (Front Office & Headquarters)(www.envestnet.com)

• The role is to support the fiduciary practice. The team provides assistance with queries related to financial instruments, pricing and valuation, corporate actions, and security classification.
• Daily tasks: rebalancing models, trading in models, calculating NAV, maintaining risk models, editing model portfolios, and creating new models portfolios.
• Utilized online data sources and financial databases such as Morningstar Direct and Bloomberg to conduct advanced research in securities and provide in-depth investment recommendations for multiple record keepers' plans.
• Contributed to investment selection and asset allocation process by querying database, working with investment research team, and coordinating with traders
• Analyzed and compared investment alternatives among peer groups and against benchmarks,analyzed risk and historical performance, and made suggestions and recommendations on security selection, asset allocation and benchmark selection.

Climate Bonds Initiative is an international organisation working to mobilise global capital for climate action (www.climatebonds.net)

• Analyzed and compared multiple options in debt capital market space to locate an effective low cost financing solution for green projects in India.
• My recommendation was to pool similar projects with same risk profile, gestation period, and project life into one securitization vehicle, which would then be used to issue a large green bond.

A Wall Street-based firm that offers trading access to global markets and liquidity pools (www.hold.com)

• Utilized cross-currency and cross-structural arbitrage on multiple exchanges and analyzed order flow, order books, and volumes to develop novel trading strategies
• Developed a correlation matrix by incorporating multi-asset class and instrument correlation studies
• Complied with corporate risk management policies at both trade and portfolio levels, and always ensured portfolios were within approved risk limits
• On-the-spot analysis and adjustment of portfolios in response to announcements, earnings calls, surprises, and regulatory/policy changes

Dana Dairy® is world's leading producer, manufacturer, and supplier of dairy and milk products (www.danadairy.com)

• Designed an effective investment and hedging strategy for the group's Treasury department
• Created strategies that combine plain and exotic derivatives
• Developed cross-asset risk management strategies incorporating vanilla and exotic derivative pricing techniques
• Reporting investment performance, portfolio changes, and market developments to senior management on a weekly, monthly, and quarterly basis

(www.mexnepal.com)
I began my career on the fast-paced trading floor of an exchange that offered both spot and futures markets for soft commodities, precious metals, and energy.

• Acquired an understanding of a wide range of trading instruments, order-routing methods and order-matching techniques
• Managed margin exposures and liquidity for listed products
• Developed algorithms for market making, considered order flow and price action in analysis, and improved algorithms for risk management