Debojyoti Naskar

Investments Analyst @JPMorganChase

Bangalore Urban, IN

INVESTMENTS SUPPORT -(Market : LATAM) CLIENT ENGAGEMENT-Creating investment proposals basis client needs and objectives through bench-marking existing portfolio with different investment strategies-Helping HNI/UHNI clients both individuals/entities subscribe to private equity and hedge funds basis their entity/trust classification, ownership structure/type, tax structure/jurisdiction. Assisting with redemption of funds, transfer of funds from one client to the other-Generating portfolio insights for clients with regards to sector/region exposures for equities, credit quality break-down & duration for fixed income, assessing risk-contribution by securities, asset-classes & allocation to facilitate market-timing-Enabling trades of derivative products for clients basis their investment objectives, risk tolerance, constraints, investment time-horizon, liquidity needs post reviewing their financial profiles and gauging their investment experience with various asset classes-Collaborating with investors for weekly and monthly activities pertaining to asset allocation, asset-class performance updates and brokerage trade reports.CLIENT ONBOARDING-Assisting clients on their on-boarding journey through suitability assessment review, investment mandate creation and intake submissionPROJECTS-Post CBA, automating complex & high volume BAU activities through implementation of python-Creation of a liquidity dashboard for my market.

Indian Institute of Management Sambalpur

PGP-MBA

St.Xavier's Collegiate School,Park Street,Kolkata

Till class12

BIT Mesra

Bachelor of Engineering - BE