Daksh Kohli
Wealth Management Analyst @Bank of America Merrill Lynch
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WORK HISTORY
Wealth Management Analyst @Bank of America Merrill Lynch
Jersey City, NJ, US
Organized and led meetings between Merrill Lynch and Third-Party Investment Managers to coordinate the onboarding, operational setup, and eventual launch of over 20 new Premium Access Strategies (PAS) leading to over $60B in flows and accounts Designed and launched a Tableau dashboard to visualize and monitor PAS flows, improving data driven decision-making for senior leadership and investment specialists teams Oversaw monitoring and due diligence of the PAS platform assessing client accounts to ensure compliance with firm policy and SEC regulation Led an Artificial Intelligence (AI) Enablement task force to incorporate AI into employee workflows to improve operational efficiency and excellence Spearheaded the operational transition and sunsetting of a legacy investment platform by aligning technology partners, operations teams, and third-party investment managers.
ABOUT DAKSH KOHLI
Wealth Management Analyst at Merrill Lynch working within the Investment Solutions Group…
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