Jashan Khattar CFA

Background

About Jashan Khattar CFA

Accomplished professional with over a decade of experience in the financial services industry. He is a CFA Charter holder (from the CFA Institute USA) and has done his Bachelor of Commerce (Honours) from Hindu College Delhi University. His current role at Fidelity involves working closely with Portfolio Managers and Investment Directors for Multi Asset funds on client pitchbooks presentations and write-ups related to fund’s performance and positioning portfolio reviews markets environment and outlook including macro developments trends and trade rationale which are circulated both internally and externally. He’s also providing an on-going support for the creation and maintenance of marketing material for client meetings. Skilled in investment directing client servicing senior stakeholder management global and cross-country collaboration project management change implementation & adoption.