Tulika Sinha
Experienced Asset and Wealth Management Professional | Specializing in Portfolio Mgmt, Client Reporting and Financial Analysis | Driving Efficiency, Compliance and Client Engagement
- Role
- Business Analyst at Morgan Stanley
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Tulika Sinha
I help boutique asset managers, family offices, and wealth firms produce…
Experience
Business Analyst
Jan 2024 — Present · Bengaluru, IN
Produced over 1500 quarterly marketing collaterals for equity and fixed income funds, maintaining 100% accuracy and adherence to branding guidelines, enhancing the firm\'s brand integrity.• Leveraged Tableau interactive dashboards to analyze fund performance, boosting client engagement by 20% and facilitating informed investment decisions.• Led cross-functional teams, including portfolio managers and compliance officers, to launch a new fund, securing $50 million in AUM within three months.• Implemented automated QA processes using Python and SQL, cutting error rates by 15% and saving 10 hours weekly in manual review time, improving operational efficiency.
Education
JAGSoM - Jagdish Sheth School of Management
Post Graduate Diploma in Management, Finance
2016 — 2018
Sacred Heart Convent School, Jamshedpur
12th, Business/Commerce, General
2010 — 2012
Loyola School
10th
2003 — 2010
Shri Shikshayatan College
Bachelor of Commerce (B.Com.), Accounting and Finance
2012 — 2015
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