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jobs
Senior Advisor
Suhas Selvamani
,
, United Kingdom
Experience
Other titles
Skills
I'm offering
An ambitious and optimistic business executive with 3+ years of experience in Financial Service Industry. Proven abilities in strategic planning, improving efficiency of operations, team building and detailing project information to determine effective functions for operations. Able to identify areas of strength and weakness and implement company policies, standards, changes in operation and system that optimize productivity.
Markets
United Kingdom
Links for more
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Industries
Language
English
Ready for
Ongoing relation / part-time
Full time contractor
Available
My experience
2017 - 2021
job
Senior Advisor
4Thoughtsfinance.
Responsible for preparation of monthly and quarterly summary reports for key UHNI Clients (internal/ external).
Ensuring that the team is motivated, monitored and measured in line with company targets and performance standards. Responsible for identifying and resolving any gaps in performance or quality.
Develop solid working intra firm coordination and relationship including front office, technology, legal,
compliance and operations team.
Providing team level project management leadership/support to all initiatives.
Anticipate client issues with regard to calls, maturities, debit balances, change of investment objectives and behavior that can result in compliance and regulatory concerns.
Work with research staff and founders in anticipating market events and in identifying market trends to
update clients in real time and to monitor the risks and returns associated with the existing investments
made.
Tracks portfolio performance against benchmark on risk adjusted basis and handles all portfolio activity.
Ensuring that the team is motivated, monitored and measured in line with company targets and performance standards. Responsible for identifying and resolving any gaps in performance or quality.
Develop solid working intra firm coordination and relationship including front office, technology, legal,
compliance and operations team.
Providing team level project management leadership/support to all initiatives.
Anticipate client issues with regard to calls, maturities, debit balances, change of investment objectives and behavior that can result in compliance and regulatory concerns.
Work with research staff and founders in anticipating market events and in identifying market trends to
update clients in real time and to monitor the risks and returns associated with the existing investments
made.
Tracks portfolio performance against benchmark on risk adjusted basis and handles all portfolio activity.
Project Management, Operations, Research, Leadership, Management, Compliance, Technology, Support, Regulatory, SOLID, Office
2016 - 2016
internship
Marketing Assistant
ICICI Prudential Life Insurance Company Limited.
Corporate Relationships
Marketing
2015 - 2015
internship
Executive Assistant Finance
Himatsingka Siede ltd.
An basic entry into the software of SAP.
SAP, Finance, Software, Basic
My education
2015
-
2017
Jansons School of Business
MBA, Finance, General
MBA, Finance, General
2012
-
2015
High School Pre university
Bachelors, General Management
Bachelors, General Management
2010
-
2012
Pre University
N/a, N/a
N/a, N/a
2002
-
2010
Cambridge Public school
Secondary, N/a
Secondary, N/a
Jain University
Masters, Business
Masters, Business
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