Sounak Chatterjee
Sr Product Specialist - Sma @Insight Investment
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WORK HISTORY
Sr Product Specialist - Sma @Insight Investment
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
Bengal Engineering and Science University, Shibpur
Bachelor of Engineering (B.E.), Electronics and Telecommunications
Indian Institute of Management Bangalore
Master of Business Administration (MBA), Strategy, Finance
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.
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