Utkarsh Jhawar
Fund Analyst @Fidelity International
Signup · Get unlimited contacts
WORK HISTORY
Fund Analyst @Fidelity International
Assisting clients such as BMW, Hyatt, Krung Thai Bank, Allianz etc. with investment advice and have helped to grow the AUM from $300 M to $800 M in span of 2 years. Analysing global market trends and translating insights into commentaries and presentation decks to support investor communication. Conducting in depth fund research (multi asset) from Bloomberg and Refinitiv to help PMs make informed investment decisions for our advisory business and fund ranges. Resulting in consistent outperformance over peers. Supporting PMs with client calls by providing analytical and fund related support. Helping in new fund launches, by creating sales materials (DDQs, RFPs, pitch decks). Building data driven models, AI prompts and assisting in automating periodic request for increased scale and efficiency.
EDUCATION
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Business Administration, Accounting and Finance
T A Pai Management Institute, Manipal
Pgdm-banking and finance
T A Pai Management Institute, Manipal
Master of Business Administration
ABOUT UTKARSH JHAWAR
Finance professional specializing in global asset management, investment research, and portfolio strategy. At Fidelity International, I drive multi-asset investment communications for top institutional clients, bridging the gap between market intelligence and strategic investment narratives.I blend a strong foundation in financial analysis with advanced technical skills—skilled in financial modeling, performance attribution, and data automation using Excel VBA, Alteryx, Tableau, and Power BI. I thrive on distilling complex data into actionable insights, enabling smarter, data-driven investment decisions.My previous experience includes: • Investment Fund Analyst at Fidelity International: Supporting multi-asset communications for leading institutional clients. • Deloitte USI: Conducted financial due diligence and advisory for M&A transactions, managing detailed valuation models and collaborating with cross-functional teams. • Samnidhy: Managed an equity portfolio, driving a 15% CAGR and leading investment team projects in fundamental analysis, portfolio construction, and market research. • IDFC First Bank: Led a team of 25 as Collection Manager, improving operational recovery rates on non-performing assets through data-driven strategies and process optimization.These roles have provided a well-rounded perspective spanning portfolio management, advisory, lending operations, and equity analysis.With a background in strategy, lending, and equity markets, I bring a unique analytical perspective. I enjoy working at the intersection of data, finance, and client engagement, and excel in high-performance environments.Highlights • Support investment strategy and communications for multi-billion-dollar institutional portfolios • Proficient in Alteryx, Excel, Tableau, Power BI, and Bloomberg • Awarded by the Finance Minister of India for academic excellence • Passionate about market trends, behavioral finance, and innovation in asset managementEager to connect, collaborate, and exchange insights on markets, investment strategies, and technology-driven finance. Let’s connect!
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.