Sonali Malhotra

About Candidate

Investment professional with over 4.5 years of experience in Asset and Wealth Management ,Investment Consulting and Research Industry; Comprehensive understanding of all the asset classes and investment products.

Specialties: Performance Reports , Defined Contribution , U.S Private Banking , Wealth Management, Asset Management, Investment Consulting , Fund research , Investment writing , Performance measurement , Asset allocation research , Macro economic research , Fund performance commentaries , Investment strategy benchmarking and Asset class research.

Skilled in Microsoft Excel, Bloomberg terminal and Equity and Fixed Income Research.



Investment Accounting

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