Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Projects
Languages
Work Availability
Websites
Timeline
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Santhosh Mallikeswaran
Open To Work

Santhosh Mallikeswaran

Bangalore - Karnataka

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

AssociateManagement InternInvestment AnalystInvestment Operations Analyst

Work Type

Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work

Location Preference

On-SiteRemoteHybrid
Location: Johor Bahru, 01SingaporeKuala Lumpur, 14United Arab EmiratesDubai
Open to relocation: Yes

Salary Range

72000/yr - 200000/yr

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsTeam Building / Company Retreats

Summary

Analytical and adaptive professional skilled in investment strategy and client management. Experience includes monitoring portfolio performance and providing data-backed insights to facilitate informed decision-making for institutional clients.

Overview

1
1
Certification
4
4
years of professional experience

Work History

Associate

Goldman Sachs
Bengaluru, Karnataka
04.2022 - 07.2025
  • Automated reports using Python & Copilot assistance, saving approximately 20 hours per month and improving reporting consistency.
  • Collaborated with portfolio managers and compliance teams to deliver timely and accurate institutional reporting materials, supporting compliance and client satisfaction.
  • Monitored portfolio performance across 10+ mandates, drafting quarterly and monthly commentary reflecting macro developments.
  • Served 15-20 institutions in Emerging Markets Equity strategies, managing AUM exposure in multi-billion-dollar pooled vehicles.
  • Supported 30 RFP and DDQ submissions annually by providing structured inputs on investment portfolio and ESG frameworks.
  • Managed 6-8 queries per month, delivering data-backed responses on ESG integration, risk exposure & performance drivers, facilitating informed decision-making.
  • Created 25+ customized pitch books, fund highlights, and marketing decks annually, improving client engagement and response time to sales queries.

Management Intern

Quinstinct Advisory Private Ltd.
Chennai, Tamil Nadu
02.2021 - 11.2021
  • Developed Risk Profile Questionnaire framework with 20+ assessment parameters, enabling comprehensive evaluation of investor risk tolerance and suitability.
  • Built a Retirement Goal Planner model estimating SIP contributions across varying return and inflation scenarios for 10+ client cases.
  • Designed Performance Attribution template to compare portfolio returns against benchmark indices, enhancing transparency for stakeholders.
  • Prepared macro commentary utilizing 8-10 forward indicators to enhance client communication and guide portfolio strategy discussions.
  • Integrated historical market return data into Python-supported fund screening models, improving accuracy of fund recommendations.

Education

Master of Business Administration - MBA - Finance & Wealth Management

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Mumbai, Maharashtra, India
06-2022

Bachelor of Technology - B.Tech - Mathematics and Computer Science

Shanmugha Arts, Science, Technology And Research Academy
Thanjavur, Tamil Nadu
06-2018

Skills

  • Financial modeling
  • Portfolio management
  • Investment strategy
  • Risk assessment
  • Investment advisory
  • Market analysis
  • Data analysis
  • FactSet proficiency
  • Excel and PowerPoint
  • Data visualization
  • Project management
  • Process improvement
  • Client management
  • Analytical thinking
  • Problem solving
  • Cross-functional teamwork
  • Time management
  • Time management

Certification

  • FMVA Certification
  • CFA Fundamentals
  • Public Policy Analysis, LSE

Accomplishments

  • Automated reporting processes at Goldman Sachs, saving approximately 20 man-hours monthly & improving operational efficiency.
  • Earned FMVA certification, strengthening financial modelling and valuation capabilities aligned with investment management roles.
  • Developed internal reporting standardization practices that reduced minor review comments and improved documentation clarity.
  • Contributed to 30 RFP and DDQ submissions annually, supporting asset growth initiatives across institutional mandates.
  • Completed an online course from LSE on Public Policy Analysis

Projects

  • Client Report Automation - Goldman Sachs, Developed Python-based automation workflow integrating data & templates, reducing recurring report preparation by 20 hours/ month., Standardized data extraction & formatting across 10+ recurring client deliverables, improving reporting & minimizing intervention., Improved time for institutional client reports by streamlining data consolidation and validation processes across multiple datasets.
  • Retirement Goal Planner - Quinstinct Advisory, Built SIP projection model with inflation & expected return assumptions to evaluate retirement corpus feasibility across multi-scenarios., Designed calculation framework enabling advisors to demonstrate monthly contribution requirements for 10+ client cases., Integrated benchmark comparison metrics to assess portfolio alignment with long-term retirement objectives.

Languages

English
Proficient (C2)
C2
Tamil
Native
Native

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Websites

Timeline

Associate

Goldman Sachs
04.2022 - 07.2025

Management Intern

Quinstinct Advisory Private Ltd.
02.2021 - 11.2021

Master of Business Administration - MBA - Finance & Wealth Management

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

Bachelor of Technology - B.Tech - Mathematics and Computer Science

Shanmugha Arts, Science, Technology And Research Academy

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