Sounak Chatterjee

Sr Product Specialist - Sma @Insight Investment

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2025 — Present

Sr Product Specialist - Sma @Insight Investment

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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

2003 — 2003

ESSEC Business School

Master of Business Administration (M.B.A.), Business Administration and Management, General

1995 — 1999

Bengal Engineering and Science University, Shibpur

Bachelor of Engineering (B.E.), Electronics and Telecommunications

2002 — 2004

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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