Anisha Gupta

Background

About Anisha Gupta

4 year of experience of working with the financial service industry. Skilled in Financial analysis and research, Portfolio management, Strategic planning and Problem solving. Work Profile: Product Primer: Updating Equity/AIF slides on a monthly basis. Incorporating changes and providing one pagers as and when required by the team. Updating Consolidated PMS: Ad Hoc PAF (Product Approval Form): Making PAF each time we incorporate new PMS/AIF in the system and send it to operations team to be updated in the system. Agreement/Empanelment Form: Coordinating with compliance, 3rd party and signatories to close the agreement. Call Notes: AD Hoc: Providing call notes to the team. Due Diligence Form Update on NRI Investment in PMS and AIF Operations File: Category Updation (Equity/debt/Hybrid) of all the MF schemes in the system.(~60k schemes) Term Sheet: Coordinated and updated ASK Absolute Return Fund Term Sheet. MF Stress Test ACE MF/Calculations: Providing data and giving calculations to Harsh and Prashant as when needed. Skills: Collaborative - ability to work well with different stakeholders for completion of filings in a timely manner. Team player - To coordinate with different departments and execute the day-to-day operations in a timely manner. Consistent - To ensure the data is updated in a consistent manner. Detail-oriented / Accuracy - To ensure the data is captured and calculations are performed accurately. Certifications: • Equity Derivative Certification • Securities Operations and Risk Management