Quantitative investment manager with 9+ years in diverse investment portfolios, asset allocation, an
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Experienced in managing diverse investment portfolios, increasing wealth through strategic asset allocation across equities, real estate, and private assets. Skilled in analyzing complex financial structures and providing advisory insights. Experienced in managing the golf asset, yacht chartering for UHNI.
Chetana's R K Institute of Management & Research, Mumbai
MBA · Finance
August 1, 2012 – June 30, 2014
College of Engineering & Technology, MH
BE · Electronics & Telecommunication
August 1, 2007 – June 30, 2011
Confidential Single-Family Office
SENIOR INVESTMENT MANAGER
February 1, 2025 – Present
Riyadh, Riyadh Region, Saudi Arabia
Concentrix
SENIOR MANAGER
May 1, 2023 – January 1, 2025
Pune, Maharashtra, India
Acuity Knowledge Partners (Global research company)
DELIVERY LEAD
August 1, 2022 – May 1, 2023
Gurgaon, Haryana, India
BNY Mellon
FINANCIAL ANALYST
November 1, 2020 – July 1, 2022
Pune, Maharashtra, India
Rungta Advisors (Boutique Investment Bank)
ASSOCIATE
November 1, 2016 – February 1, 2019
Pune, Maharashtra, India
SG Analytics (Global research company)
ASSOCIATE ANALYST
July 1, 2015 – October 1, 2016
Pune, Maharashtra, India
Chartered Financial Analyst (CFA®) Charter holder
CFA Institute
November 1, 2024 – Present
Cultural Fit Analysis
The candidate's diverse experience across single-family offices, global research companies, investment banks, and M&A advisory firms indicates adaptability to various organizational cultures. Their role as a 'Quantitative investment manager' aligns well with the target role, suggesting a strong cultural fit for a data-driven and analytical environment. The CFA certification further reinforces a commitment to professional standards and ethics, which are crucial for cultural alignment in finance.
Soft Skills & Operational Fit
The candidate demonstrates strong analytical and communication skills, as evidenced by their professional summary and detailed descriptions of M&A screening and advisory roles. Their experience in managing teams and coordinating information flows suggests good operational fit and leadership potential. The 'Independent contributor' and 'Extremely quick learner' self-descriptions indicate a proactive and adaptable work attitude.