Sounak Chatterjee
Senior Product Specialist | Investment Strategy & Commercialization | SMA | Individual Retirement Solutions
- Role
- Sr Product Specialist - Sma at Insight Investment
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Sounak Chatterjee
Senior commercial leader with a background in enterprise corporate strategy and M&A. Transitioned into specialized product leadership in investment management. Experience ranges from high-impact initiatives like the acquisition and integration of Columbia Management to hands-on product development and asset growth in U.S. and Asia Pacific retail markets. Currently focused on commercial scale-up of a novel retirement decumulation solution and strategic expansion of a ~$30B fixed income retail SMA business.
Experience
Sr Product Specialist - Sma
Nov 2025 — Present · Boston, MA, US
Scale the Personal Bond SMA and drive client engagements. Expanded responsibilities - partner with BNY Investments national accounts and wholesaling teams to grow ~$30B fixed income retail SMA business.
Education
ESSEC Business School
Master of Business Administration (M.B.A.), Business Administration and Management, General
2003 — 2003
Bengal Engineering and Science University, Shibpur
Bachelor of Engineering (B.E.), Electronics and Telecommunications
1995 — 1999
Indian Institute of Management Bangalore
Master of Business Administration (MBA), Strategy, Finance
2002 — 2004
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