Tejas Gugale
Senior Associate @ Acuity Knowledge Partners | DDQ/RFP Writer | Business & Investment Analyst | Financial Analysis, Research & Automation | Asset Management
- Role
- Senior Associate at Acuity Analytics
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
About Tejas Gugale
Business & Investment Analyst with 6+ years of experience in asset management, research…
Experience
Senior Associate
Feb 2022 — Present · Bengaluru, IN
Spearheaded end-to-end onboarding for a strategic client, acting as Business Analyst to gather requirements and implement automation solutions with tech teams.• Managed Consultant Databases (CDBs) for 150+ investment products, updating complex quantitative (AUM, holdings, benchmark) and qualitative (investment philosophy, ESG) data for a leading US-based asset manager.• Delivered responses to RFPs and Due Diligence Questionnaires (DDQs), contributing to increased fund inflows and strategic client wins.• Researched and updated strategic investment content, enhancing data accuracy and supporting more efficient team workflows.• Coordinated with Sales, Portfolio Management, Legal, Compliance, and Risk teams to ensure data accuracy and on-time delivery.• Contributed to the successful launch and listing of new investment products across multiple platforms.• Supported lead generation efforts for global roadshows by curating prospect lists and analyzing market potential.• Most Valuable Player – Recognised for consistent excellence, automation-led improvements, and cross-functional impact.
Education
MIT-SOM College, Pune
Bachelor of Business Administration - BBA
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