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    CV1 Kunal Thakar 62110772 PDF

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    Bhawika Chhawchharia
    The candidate has a strong academic background with a 3.69 CGPA from Indian School of Business and a BA in Economics from New York University. They have over 5 years of work experience in investment consulting at Mercer and fund operations at Fidelity International. They demonstrate leadership experience through roles like Vice President of the Economics and Finance Club and organizing numerous campus events.

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    CV1 Kunal Thakar 62110772 PDF

    Uploaded by

    Bhawika Chhawchharia
    59 views1 page
    The candidate has a strong academic background with a 3.69 CGPA from Indian School of Business and a BA in Economics from New York University. They have over 5 years of work experience in investment consulting at Mercer and fund operations at Fidelity International. They demonstrate leadership experience through roles like Vice President of the Economics and Finance Club and organizing numerous campus events.

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    The candidate has a strong academic background with a 3.69 CGPA from Indian School of Business and a BA in Economics from New York University. They have over 5 years of work experience in investment consulting at Mercer and fund operations at Fidelity International. They demonstrate leadership experience through roles like Vice President of the Economics and Finance Club and organizing numerous campus events.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    59 views1 page

    CV1 Kunal Thakar 62110772 PDF

    Uploaded by

    Bhawika Chhawchharia
    The candidate has a strong academic background with a 3.69 CGPA from Indian School of Business and a BA in Economics from New York University. They have over 5 years of work experience in investment consulting at Mercer and fund operations at Fidelity International. They demonstrate leadership experience through roles like Vice President of the Economics and Finance Club and organizing numerous campus events.

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    of 1

    --

    CGPA: 3.69/4
    EDUCATION
    A-PDF Text Replace DEMO: Purchase from www.A-PDF.com to remove the watermark
    INDIAN SCHOOL OF BUSINESS (ISB) | PGP (Intended majors: Finance and Strategy) | GMAT – 750 Jun ’21 – May ’22
    Core team – Artha’21 – ISB’s flagship finance conclave
    • Conceptualized the 2-day event with 12 CXO speakers and 300+ participants by designing the theme, sub topics and speaker formats
    • Increased participation and outreach by ~50% through strategic online and offline marketing efforts; Managed vendors and approvals
    Campus Runner-ups – Markstrat (2/60 teams): +350% share price through effective marketing mix decisions in a 4-week simulation
    Participant – CFA Ethics Challenge: Identified ethical non-compliance and provided recommendations to avoid violations of standards
    CFA INSTITUTE – CFA level II Cleared – Cleared 2 levels in the 1st attempt and scored 70%+ in 8/18 subjects Sep ’17 – Jun ‘19
    NEW YORK UNIVERSITY | BA Economics (Finance Specialization) Aug ‘13 - May ‘17
    Core campus – NYU Abu Dhabi - Liberal Arts campus with students from 100+ countries | 100% Merit Based Scholarship for all four years
    • Study Abroad – Finance and economics semesters in New York (Stern) and London; Political economics electives in Argentina and Italy
    • Vice-President – Economics and Finance Club – L&D activities and competitions for the largest professional club on campus (~200/600)
    o Organized 8 placement-prep and networking seminars on banking by CXOs of financial firms for 100+ students and alumni
    • Treasurer – South Asian Association – Managed an annual budget of ~$10k to organize the most participated (~80%) cultural events
    Capstone Research – Investigated the impact of racial discrimination in an e-commerce platform through a field experiment
    Internships
    • Deloitte Middle East | Enterprise Risk Services Jul ’15 - Aug ‘15
    Worked on 4 Request for Proposal responses (50% successful) and created a detailed risk register for a Risk Assessment engagement
    • International Alliance Associates Ltd | Private Equity Placement Feb ‘14 - May ‘14
    Scouted 8 potential upstream and downstream oil investments in the Middle East area on behalf of a New York based boutique PE firm

    WORK EXPERIENCE
    MERCER | Gurugram| Investment Consulting Analyst Sep ’20 - May ‘21
    Provided investment consulting services to large US-based institutional investors with assets under management of $1-100 billion
    Recognition – Received the best new-comer award within the team of 40 for assisting the mid-market team during lean period
    Defined Contribution Pension Clients
    • Advised on a change in investment strategy ($500m AUM): Allocation change from active funds in favor of lifecycle funds
    o The strategy led to an improvement in risk adjusted returns along with a 75% reduction in expense ratios (0.66% to 0.15%)
    • Increased risk adjusted return by >0.5% by identifying better performing asset managers from a repository of 2000+ funds
    Defined benefit / Endowment funds Clients
    • Helped plans maintain funded ratios within range by finding appropriate asset allocation and allowable ranges for prudent growth
    • Devised a plan to remove variability in contribution for a $4B+ client by resolving asset-liability mismatches and planned de-risking
    Process Improvement & Thought Leadership
    • Authored a report comparing recent trends in value and growth strategies and recommended exposure to both by clients
    • Tracked 10 funds of different market caps and asset classes and published regular commentary on their performance and suitability
    • Published insights about the US retirement Funds market by using primary data from 60 fund providers (sample for non-clients)
    • Supported the incorporation of alternative performance metrics like ESG ratings in performance reports; used by ~40% consultants
    • Saved ~200 working hours per week of the onshore consultants by collaborating and increasing scope of initial performance reports
    Tools used – Bloomberg, Morningstar, Capital IQ, FactSet, OECD, FRED, Sustainalytics, MSCI databases and proprietary internal tools
    FIDELITY INTERNATIONAL | Gurugram | Associate – Retail Fund Operations Aug ’18 – Sep ‘20
    Executed the Mutual Fund dealings of retail and HNI clients and enhanced the operational processes for an Asset Management Company
    • Only recipient of the Excellence award (1/100 employees) for FY 2019-20 in the larger team for consistently being a top performer
    • Rebalanced portfolios for HNI clients linked to key advisors to match investment policy and created regular investment plans
    • Liaised with the UK regulators and 10+ internal stakeholders for 8 months in an extensive remediation of past operations
    • Reduced turnaround times of investment execution by ~20% using lean operation principles without any added explicit costs
    o Applied root cause analysis for multiple small scale process enhancements and cross functional automation initiatives
    NYU DEPARTMENT OF COMMUNITY AND EDUCATION ENGAGEMENT | Abu Dhabi | Practical Training Program May ’17 – Jul ‘17
    Increase engagement with influential members of the UAE community by overseeing procurement, setting up a Customer Relationship
    Management software and curating content for the department newsletters and website

    EXTRA CURRICULAR ACTIVITIES


    National Level Swimmer
    • Bronze medal at national level; Qualified twice as 1 of only 2 from each state; 50+ medals over 7 years
    • Sports Captain – DPS Noida – Organized over 15 Sporting events (+50%) including the All-India inter-DPS cricket tournament
    Quizzing
    • National Winner (1/50+ teams) – Masdar Mind Rewind Quiz– organized by UAE’s renewable energy innovator Mubadala
    • International Commerce Olympiad – Received a national rank of 38 among ~36,000 participating students
    Clinton Foundation – 1 among ~100 teams to present a sustainable action plan for education – “Global Study Buddies” at the CGIU (USA)
    Community Service – Volunteered at medical camps in Ladakh (Ashoka Mission); Spent 1 year as a scribe for a differently abled student
    Music – The Jukebox Project – Selected (12/45) to perform at 5+ events with 2500+ audiences as the bassist of ISB’s legacy band
    Other Interests – American Red Cross Lifeguard/First Aid/CPR/EAD certified and PADI Open Water Scuba certified; Avid traveler and golfer

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