Mohammad Javed Alam

Working in synergy with various stakeholders in preparation of mutual funds and ETF’s marketing collateral such as fund factsheet, strategy presentations, flyers, pitchbooks, attribution reports, competitive scorecards, analysis reports, performance reports, market commentaries, research reports and client specific custom and standard reports on weekly, monthly and quarterly basis for retail and institutional clients.

Exposure on working closely with U.S. region sales teams, product team, compliance and external data providers in order to prepare quarterly and monthly marketing materials for retail and institutional clients like fund factsheet, strategy presentations, pitchbooks, performance reports commentaries and client specific custom and standard reports.

Preparing portfolio performance reports that include evaluation of profit & loss of individual investments and asset classes, comparing the same with benchmark and making recommendations on individual investments/managers for Defined Contribution plans. Assessing and monitoring Assets performance through various parameters.

Identifying reasons for huge variation in items like sales, operating expenses, operating income, net income etc. Reporting the segment product wise and geographically of various companies. Work on special industry specific data for retail, exploration and production, oil and gas industry. Publish the data on client terminal so that the same can be used for Peer analysis, company analysis, ration analysis, comparative studies etc. as well as available for the end users.

Cash Management Services: Handled Cash Management services of clients like AVIVA, Bajaj Allianz, UTI Mutual fund, Deutsche Bank, HSBC, Eureka Forbes, Vodafone etc. Also reconciled the weekly reports of CMS.

Finance and Marketing