Dhwani Desai
Investment Performance Associate | 8 years experience in Finance and Risk | Master\'s in finance - DU | MBA in International Business and Finance
- Role
- Investment Performance Associate at Longs Peak Advisory Services, Llc
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Experience
Investment Performance Associate
Longs Peak Advisory Services, Llc
Jun 2023 — Present · CO, US
Calculated investment performance and risk statistics using Excel and financial modelling skills for Investment Management and PE firms with AUM in the range of $1M to over $1B and provided consultancy to help them adhere to global investment performance regulatory standards Proactively managed client relationships of over 50 clients and helped team members with ad-hoc projects Actively participated and contributed ideas to internal projects and DEI initiatives Assisted in the maintenance of the firm’s Python and R toolkits and used client software tools Developed and maintained client procedures to improve efficiency and resulted in ~60% reduction in response time
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