A Core finance(Arthshastra) oriented Techno functional professional and an aspiring CFA candidate with encompassing 7+ years experience in Capital Markets, Asset Allocation, Alteration & Churning, Portfolio Management, Fixed Income, Equity etc Currently Working as a Senior Associate Vice President in an esteemed organisation & Handling Performance & Risk Reporting team Specialities: • Asset Allocation || Asset Alteration || Port. Interaction • Wealth Management || Financial Planning • Technical Skills ( Advance Excel, SQL, Power BI, Tableau, JIRA & Alteryx) • Expertise in Handling & Managing (IBOR, TBOR, Institutional Managers,stakeholder queries & their Escalations) • IB Front to Back operations (TLC, Client service, Reference data Management, AML KYC, Fee Billing, Portfolio Services, Fund Accounting, Transitions, Corporate Actions, Performance Measurement & Risk operations) • Capital Markets - Certified Sell-Side licensed Trader • Financial Products ( Equity, FX, Structure Products,) • Static Automation ( Ui Path, Blue Prism) • Treasury Risk Management • ESG( Environmental Social Governance)Certified A sound understanding of the fundamental & economic environment, coupled with a tint of technical & quantitative analysis serves as an ideal mix for long-term capital appreciation.