Ashirwad S.
Investment Banking Analyst | Capital Markets & M&A Support | SMA Portfolio Construction | TLH & ESG Compliance | KYC/AML | Trade Lifecycle Management | Financial Modelling | Bloomberg | Power BI | Python | Agile Projects
- Role
- Investment Analyst Portfolio & Operations Strategy at Morgan Stanley
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Ashirwad S.
At Morgan Stanley, I work as an Investment Management Analyst (Finance professional) with…
Experience
Investment Analyst Portfolio & Operations Strategy
Dec 2023 — Present · Mumbai, IN
Execute SMA portfolio construction, rebalancing, and TLH strategies to optimize tax efficiency and portfolio performance for high-net-worth and institutional clients. Monitor and enforce ESG guidelines and investment restrictions, ensuring portfolios align with client mandates and exclusionary lists. • Collaborate with traders, portfolio managers, and compliance teams to validate trade allocations and resolve pre/post-trade exceptions.Perform end-to-end trade lifecycle oversight — pre-trade checks, execution monitoring, settlement tracking, and break resolution. Develop investment analytics dashboards using Bloomberg, Power BI, and Tableau for performance attribution and restriction compliance tracking. Partner with product and technology teams to automate portfolio restriction checks and TLH triggers through API integrations. Liaise with client service managers to handle portfolio inquiries, mandate changes, and performance updates.
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