Aishwarya Menon

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