Abhishek Soni
Portfolio Manager - Fixed Income
- Role
- Executive Vice President - Fixed Income at 360 One Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Abhishek Soni
Portfolio Manager - Fixed Income Result driven Fixed Income Portfolio Manager with…
Experience
Executive Vice President - Fixed Income
Apr 2016 — Present · Mumbai, IN
Portfolio ManagerAt 360 ONE my primary responsibility is to strategize and manage fixed income strategies across PMS and AIFs (Category II & This includes creating/managing portfolio in line with the respective mandates/ scheme objectives, while keeping a tab on risk management – duration, credit and liquidity. Responsible for effective portfolio management, so as to achieve targeted performance/ outperforming peers and/or respective benchmarks. The job comprises of static as well as tactical positioning to generate portfolio alpha and structuring as well as pricing of deals/ debt instruments.Evaluating various fixed income opportunities and taking investment decisions. Developing/ updating model portfolios and discretionary solution presentations to be used by sales team, and present the same in periodic sales/ client pitches.Interaction with sales team and clients (pre and post on-boarding), with development/ updation of product presentations and model portfolios is an integral part of the job.Responsible for Ensuring Compliance with all regulations as well as internal guidelines in connection to the portfolio management, credit process and documentation.
Education
Chartered Accountant, Qualified Company Secretary
Finance & Accounts
2002 — 2006
Skills
- Management
- Banking
- Risk Management
- Team Management
- Corporate Finance
- Talent Acquisition
- Financial Analysis
- Financial Risk
- Capital Markets
- Credit
- Financial Modeling
- Valuation
- Investments
- Portfolio Management
- Credit Analysis
- Credit Risk
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