Aishwarya Menon

MBA and CFA Charterholder with 5 years’ experience having extensive knowledge of global financial markets with an ability to evaluate various investment opportunities in the Equities, Fixed Income and Commodities avenue. Poses hands on experience in conducting complex macro-economic analysis and developing new investment strategies. Holds track record to provide detailed reports covering portfolio returns, risk attribution and asset allocation. Seeking to leverage analytical prowess and industry knowledge to play a pivotal role in maximizing investment performance and contributing to organizational growth.

Century Financial, Dubai, UAE- March 2021 - Nov 2023

Senior Investment Analyst

• Orchestrated the creation of investment proposals for US equities, fixed income, and commodities (gold, crude oil), leveraging sectoral trends and market opportunities, resulting in the successful securing of a $10 millio funding
• Proactively monitored macroeconomic indicators, such as Federal Reserve interest rate decisions and inflation metrics, to optimize strategic asset allocation decisions..
•   Spearheaded the creation of customized asset allocation mix, incorporating client specific needs and preferences, managing the risk-return trade off  through proactive monitoring and strategic adjustments
• Prepared investment decks and presentations which improved client engagements by 20% annually
• Devised short term trading strategies for global indices and commodities by employing technical analysis patterns and hedging of portfolio using pair trading strategies

United Investment Group, Dubai, UAE- Sept 2019-Oct 2020

Financial Analyst
 

• Analyzed projects for capital deployment and helped structure financial models for decision support
• Reviewed statistical information to determine financial trends for the last 5 year for use in investment planning
• Developed comprehensive reports, abstracts and charts to present data and guide investment strategies that improved client understanding
• Created and implemented financial plans for over 500 clients, resulting in 98% retention rate.
• Prepared weekly and monthly reports by evaluating financial performance and analyzing actual results with forecasts to assist Senior Management 

Citi Corp Ltd, Mumbai, India-Nov 2015-Aug 2018

Analyst

• Supported the research team by providing Public Information Books which included a brief analysis on US listed companies to assist in their decision making for event driven strategies like M&A, IPO,etc.
• Perform monthly and quarterly reporting of financial statements and key performance indicators of 20 active portfolio investments
• Constructed basic investment reports to draft buy and hold recommendation for listed equities for internal company release
• Drafted statistical reports and presented findings to supervisors
• Optimized investment strategies by reviewing financial data and forecasting business, industry and economic conditions
   

Cleared all three levels of the CFA program and was awarded the Charter in March 2023