Kinshuk Datta

About Kinshuk Datta

As a Product Manager, I leverage ~ 20 years of experience and expertise in wealth/investment management industries to deliver innovative and user-friendly FinTech solutions.My mission is to use FinTech to enable advisors and investors in achieving their financial goals per best-in-class products and services.I focus on the analysis and transformation of business processes, requirements elaboration, product & project management, ultimately delivering solutions tailored to client satisfaction.My core competencies include designing and configuring portfolio management workflows, inclusive of enabling advisors to manage their clients\' objectives, asset allocation, facilitating investment research/analysis, portfolio construction, trading and reporting of suitable investments. I have extensive knowledge of front/middle office functions, UMA, SMA, MSP, MF Wrap programs, open architecture/managed account distribution platforms and Alternative Investments.

Experience

1. Product Manager

   Advisorengine

   Aug 2020 — Present · NY, US

Education

• University of Colorado Boulder

  BA, Computer Applications & Math

  1987 — 1991

Skills

• Investments
• Business Process Design
• Risk Management
• Consulting
• Management
• Analysis
• Software Development Life Cycle (Sdlc)
• Business Process Improvement
• Program Management
• Vendor Management
• Trading
• Software Project Management
• Financial Services
• Uma
• Integration
• Investment Management
• Process Improvement
• Equities
• Portfolio Management
• Capital Markets
• Sdlc
• Wealth Management
• Strategic Financial Planning
• Business Analysis
• Fixed Income