Naveen Katakam
Director at Acuity Knowledge Partners
- Role
- Director at Acuity Analytics
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Naveen Katakam
Project Handled:Simulated ETFs by repackaging already existing ETFs into a new product to meet investors risk-return objective Packaged retail investment and insurance-based products (PRIIPs) EPT’s: Responsible for performance scenario’s & cost calculations, EPT generation and dissemination of EPTs to micrositeDeveloped solution to update Open Funds template resulting in significant time savingsImplemented and monitored UCITS IV SRRITested funds return distribution and implemented VaR methodologies accordingly (Historic/Variance-Covariance method) Developed mean-variance optimization tool; aids sales personnel in suggesting products to investorsInvestment writing of fund and macro-economic commentaryCreated templates for tracking error, competitor analysis, VaR, maximum drawdown analysis, Sharpe ratio and Treynor ratiosProduct Owner for custom client reporting services suite and Business Analyst for natural language generation tool aiding investment commentaryBusiness systems analyst for Seismic live doc implementation Evaluating scope for automation by conducting requirement analysis, and preparing logical step by step implementation of the requirementArchitected/Designed and implemented centralized database for funds/ETF data with interface to retrieve the data efficientlyDeveloped team efforts tracking tool (supports billing with minimum slippage of efforts and effective allocation of resources on daily basisPart of the hiring committee, responsible for hiring, training and mentoring new resourcesInitiated client business specific news-letter covering key developments in the organizationCost benefit analysis for procuring Bloomberg terminal
Experience
Director
Mar 2025 — Present · Bengaluru, IN
As a Director within the Financial Marketing Services vertical at Acuity Knowledge Partners, I am dedicated to driving strategic growth and fostering high-performing teams. My responsibilities encompass the oversight of critical service delivery, including investment commentaries, client portfolio management support, competitive intelligence, and Seismic sales enablement. I am also at the forefront of innovation, pioneering the integration of Copilot and other AI implementations to optimize our workflows and deliver cutting-edge solutions. Complementing operational excellence, I am actively engaged in strategic business development, cultivating robust client relationships, and ensuring Acuity Knowledge Partners maintains its position as a leader in the financial services landscape.
Education
Bangalore University
Master of Business Administration - MBA, Finance and Financial Management Services
2006 — 2008
Gulbarga University
Bachelor of Commerce - BCom, Finance, General
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