Ajay Bhagwani
CA Intermediate | CFA Level I Candidate | Fund Marketing & Investment Operations Professional
- Role
- Associate at Acuity Analytics
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Ajay Bhagwani
My name is Ajay Bhagwani. I am a graduate and a CA Intermediate qualified candidate currently pursuing the Chartered Financial Analyst (CFA) designation. I am a finance professional with hands-on experience in fund marketing and investment operations. At Acuity Knowledge Partners, I supported asset managers and hedge funds by producing investor presentations, RFPs, and due diligence materials that helped shape client pitches. Previously at eClerx, I managed operational reporting and reconciliations for an investment bank using vendor data from Broadridge and Goal Group. I combine technical rigor with practical investing experience—managing my own multi-asset portfolio for five years—and bring clear, client-focused communication to every engagement.
Experience
Associate
May 2024 — Present · Pune, IN
Seamless project management of RFP/DDQs from start to finish while ensuring accurate and timely completion Collate generic responses from a centralized knowledgebase (RFP library) to answer standard qualitative questions Source key financial statistics from proprietary/vendor managed databases and platforms to answer standard quantitative questions Collaborating with product partners and subject matter experts (SMEs) to collate responses for dynamic and non- standard quantitative and qualitative questions
Education
The Institute of Chartered Accountants of India
Integrated Professional competency course , Accounting and Finance
Savitribai Phule Pune University
Bachelor of Commerce - BCom, Accounting and Finance
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