Geeta .

About

Professional experience in Performance reporting, data reconciliation, investment evaluation, and portfolio analysis. Proven ability to deliver accurate investment performance reports. Adept at preparing manger commentaries, liaising with centralised reporting teams, and supporting investment meetings. Expertise in investment reporting and client support as a Performance Reporting Analyst.

Experience

• Senior Investment Specialist at Marsh
  Dec 2021 - Present · 4 yrs 8 mos

• Bank of America Merrill Lynch (3 yrs 1 mo)
  • Team Developer
    Feb 2021 - Dec 2021 · 11 mos

  • Senior Analyst
    Dec 2018 - Feb 2021 · 2 yrs 3 mos

• Client Services Manager at Aditya Birla Capital
  Jul 2017 - Dec 2018 · 1 yr 6 mos

• Relationship Manager at HDFC Mutual Fund
  Jan 2016 - Jun 2017 · 1 yr 6 mos