Parth Chandna

About Parth Chandna

A dynamic finance professional with an MBA in Finance and Banking, I bring extensive expertise in portfolio management, research analysis, and client relationship management. With a proven track record as a Relationship Manager at Edelweiss Financial Services, I have successfully overseen a diverse 30 Cr AUM portfolio for high net worth individuals. My proficiency in identifying trends and employing technical and fundamental analysis has consistently resulted in maximizing investment returns. Committed to delivering exceptional financial advisory services, I have a strong record of nurturing client relationships and expanding revenue streams through partner acquisition. My comprehensive understanding of technical analysis further empowers me to formulate strategic investment approaches for optimal results.

Experience

1. Analyst

   Acuity Analytics

   Sep 2023 — Present · Bengaluru, IN

   Client Reporting & Customized Data Solutions:Provide client reporting services for Global Asset Management firms and investment banks, transforming fund data into tailored client reports.Cross-Functional Collaboration & Data Sourcing:Partner with data experts and stakeholders to source, manage, and interpret critical fund and strategy data.Report Production & Due Diligence Expertise:Create high-quality branded/non-branded reports, Due Diligence Questionnaires (DDQs), and custom reports for diverse investment products.Quality Assurance & Client Query Resolution:Ensure exceptional accuracy in data review and swiftly manage client queries, delivering reliable solutions.Process Enhancement & Efficiency Optimisation:Drive process improvements, optimizing workflows and control measures to enhance reporting efficiency and quality.

Education

• Chitkara University

  Master of Business Administration - MBA

  2020 — 2022

• Chitkara University

  Bachelor of Commerce (Hons)

  2017 — 2020