Sourav Pattanaik

WORK HISTORY

EDUCATION

ABOUT SOURAV PATTANAIK

A hard working and ambitious profession in the financial industry with having more than 6+ year experience in Global Marketing Services – writing RFP, RFI, DDQ and operations skilled at relationship building with clients and handling projects Expertise at effectively discharging the functions and achieving higher rate or organic growth. Good with overseeing daily activities. Excellent quality assurance, issue resolution and interpersonal communication skills. Highly effective at troubleshooting and supervision. Working towards implementing solutions by collaborating with client stakeholders. Having industry experience in Performance. reporting and investment writing through business proposals for asset management firms with proficiency in technical skills like requirements gathering & analysis, financial strategic planning, development request planning and business requirement documents. Proficient in content management tools like RFPio, Qvidian, RFP 360, RocketDocs, Tableau, Seismic Doccenter, Confluence, FAMIS, Aladin, Sharepoint, Bigbook. Specialist in request for information (RFI’s), request for proposal (RFP’s), Due diligence questionnaire (DDQ’s) including ESG dedicated questionnaires. Contributing to asset management by providing a 360 –degree view of firm/ fund strategy across asset class to prospects, existing clients and other stakeholders.Highly adept in performing within high-pressure and deadline-driven environments, excellent analytical, organizational and decision-making abilities. Having resilience for resolving problems, improving customer satisfaction, and driving overall operational improvements.Having a sound understanding of capital markets and a demonstrated affinity towards various investments management vehicles/ products, such as, mutual funds, separate accounts, comingled funds, collective investment trusts, etc. Equity research, Investment research, Asset allocation strategies, Vendor risk-management, Merger & Acquisition’s, Applications of financial management are of major interest to me.