Shweta Anand
Senior Associate @ HSBC | Advisory Product Specialist | Ex- JPMorgan Chase & Co.
- Role
- Senior Associate - Advisory Product Specialist at HSBC
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Shweta Anand
Experienced professional in asset and wealth management, portfolio management, product…
Experience
Senior Associate - Advisory Product Specialist
Jul 2025 — Present · Bengaluru, IN
Partnering with BlackRock, HSBC advisory and product teams to enhance advisory platforms and integrate investment content into client solutions.* Supporting Hong Kong and Singapore front offices with portfolio analytics, resolving advisory issues, and ensuring quality of advice.* Conducting data quality checks across platforms like Aladdin, Avaloq, and QlikSense to maintain accuracy and stability.* Collaborating with global and regional teams on portfolio construction, sales enablement, and investment strategies.* Maintaining governance through process documentation, risk controls, and audit-ready frameworks.
Education
The Institute of Chartered Accountants of India
CA Foundation, Intermediate
Institute of Management Technology, Hyderabad
Master of Business Administration - MBA
St. Joseph's Convent High School, Patna
High School
University of Calcutta
Bachelor of Commerce
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