Bedika Chattopadhyay
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work history
Investment Executive
UBS Wealth Management
London
Sept 2023 - Current
- Worked on investment analysis, due diligence and on-going monitoring of portfolio and investments
- Performed initial quantitative and qualitative reviews of private equity fund investments, co-investments and secondary investments
- Met with top tier fund managers in the buyout, growth, credit strategy spaces
- Assisted with covering managers, manager research and special due diligence projects
Channel Marketing Specialist, Institutional
UBS Asset Management
London
Sept 2022 - Aug 2023
- Developed targeted campaign strategy to leverage global content tailored to each client segment
- Planned and executed the Reserve Management Seminar for over 50 sovereign institutions
- Optimized project management and KPI tracking across UK Wholesale, ETF and ICC segments
Apprentice
iM Global Partner
Paris
Aug 2020 - Aug 2022
- Spearheaded creation of technical collateral and communication strategy for 16+ UCITS products
- Created PowerBI dashboard to extract performance & breakdown data from data warehouse
- Implemented and optimized integration of performance and risk data update infrastructure on Excel
- Managed several projects with sales and client services to liaise with strategic partners like Amundi
- Developed ESG investment ideas and conducted research on SFDR Article and French SRI label
- Worked collaboratively with the compliance, risk management and other stakeholders
Analyst
IIFL Wealth
Delhi
Sept 2017 - June 2018
- Devised portfolio analytics using Excel, VBA, ACE MF for over 25+ HNI client accounts
- Created a performance reporting template and quantitative models, achieving an 80% time savings on standard client investment reports and asset registry management for each segment
- Conducted direct equity, debt and structured product research and client risk profile analysis to formulate preliminary portfolio positioning recommendations
Education
Master in Management - Corporate Finance
ESSEC Business School
Cergy, France 08.2020 - 08.2022
Bachelor of Science - Economics and Finance
Ashoka University
Delhi, India 08.2014 - 05.2017
Interests
Creative Writing - Founding Editor of Plot#2, literary magazine to promote underrepresented literary cultures
Debating - Won several national debate competions in school and university
Languages
English
Native
Hindi
Fluent
Bengali
Native
French
Beginner
Skills
- Communication skills
- Multilingual
- Knowledge of Preqin
- Leadership
- Investment research
- Due Dilligence
Timeline
Investment Executive
UBS Wealth Management
Sept 2023 - Current
Channel Marketing Specialist, Institutional
UBS Asset Management
Sept 2022 - Aug 2023
Master in Management - Corporate Finance
ESSEC Business School
08.2020 - 08.2022
Apprentice
iM Global Partner
Aug 2020 - Aug 2022
Analyst
IIFL Wealth
Sept 2017 - June 2018
Bachelor of Science - Economics and Finance
Ashoka University
08.2014 - 05.2017
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