Archana Kumar
Mutual Funds Executive at Enrichwise Financial Services | MS in Quantitative Finance & FinTech - University at Buffalo
- Role
- Mutual Funds Executive at Enrichwise Financial Services Pvt Ltd
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Archana Kumar
Finance professional with a Master of Science in Quantitative FinTech from the University at Buffalo and expertise in portfolio management, data analytics, and financial operations.Currently a Mutual Funds Executive at Enrichwise Financial Services, I combine technical proficiency in Python, SQL, and Excel with a strategic mindset to drive performance attribution analysis, optimize risk-adjusted returns, and streamline investment operations across 500+ client portfolios.Recognized for operational excellence with the \'Best Task Closure Award\' for achieving the highest task volume while maintaining 100% deadline adherence.Passionate about leveraging data-driven insights to solve complex financial challenges and committed to continuous learning in capital markets and quantitative finance.
Experience
Mutual Funds Executive
Enrichwise Financial Services Pvt Ltd
Oct 2024 — Present · Thane, IN
Prepared quarterly portfolio valuation reports across equity and fixed income segments, utilizing advanced performance attribution methodologies to assess fund performance and market positioning to optimize risk-adjusted returns.• Manage a comprehensive client database within the Zoho CRM system, maintaining data integrity, and enabling efficient portfolio tracking and performance monitoring across all client segments.• Assist in creating investment policy statements and asset allocation frameworks aligned with client financial objectives and risk tolerance parameters.• Collaborate with investment team to optimize fund recommendations and portfolio construction for wealth management objectives.• Participate in client meetings, preparing portfolio summary documents highlighting returns, sector allocation, holdings overview, and fund performance metrics versus benchmarks.• Achieved the highest volume of task closures across multiple teams while maintaining 100% deadline adherence, earning the \'Best Task Closure Award\' for operational excellence.
Education
University of Mumbai
Bachelor's Degree, Mass Communication/Media Studies
2015 — 2019
University at Buffalo School of Management, The State University of New York
Master's degree, Finance
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