Email id: njain650@gmail.
com
Neeraj Jain Phone Number: 9508448814
Summary
A skilled treasury analyst with over 7 years of experience in fixed income fund management, portfolio creation, and corporate strategy
services. Demonstrated a strong ability to manage fixed income categories, engage with investors, and prepare market strategy documents.
Recognized for outstanding performance leadership potential across difference roles and organisations.
Work Experience 96 Months
Trust Mutual Fund, Mumbai Dec '20 – Present (42 Months)
Fund Manager, Fixed Income
• Successfully managed fixed income categories, including a credit FMP with an AUM of nearly INR 1200 crs across schemes
• Strategically and tactically made duration and credit calls adhering to regulatory limits
• Engaged with existing and potential investors to pitch fixed income products based on thorough market analysis
• Achieved scheme performance within the top two quartiles of the respective categories, consistently meeting internal targets
Dealer, Fixed Income
• Carried out key dealing activities like deployment of funds, broker engagement, tracking market levels etc.
• Managed and created portfolio with consideration for investor preferences, regulations, and macroeconomic conditions
• Created economic reports and snippets for sales team and external investors to give a view on current market
• Performed attribution analysis on all the funds
Lead, Products
• Developed product strategies aligning with current investor sentiments and market conditions
• Prepared product documents and sales pitch for the products to be launched with focus on core investor group
• Assembled information on all asset classes debt, equity, gold, international equity to create a robust product pipeline
• Responsible for maintaining relationship with strategic knowledge partner for timely dissemination of data to key stakeholders
Trust Group, Mumbai June '17 – Dec’20 (42 Months)
Manager – Business Strategy
External Consulting
• Provided corporate strategy services to companies in order to create long term value for all stakeholders – especially the shareholders
• Provided a 3600 service advising to clients on all internal and external factors which can impact the business
• Analysed qualitative and quantitative data to identify problems, gather information and in implementing solutions
Internal Projects
Institutional Sales – Foreign Portfolio Investors
• Facilitated foreign portfolio investors in their investing needs in Corporate and Government bonds in Indian debt Capital Markets
• Prepared daily debt market report analysing macro & micro market variables, primary issuances, yield movements in debt market etc.
Asset Management Company
• Analysed the mutual Fund industry to arrive at a business strategy for our proposed Asset Management Company
• Prepared sales & marketing strategy, investment strategy and business projections of our proposed business for getting SEBI approval
• Prepared a thorough retail strategy for tapping the under penetrated areas for our proposed mutual fund business
• Devised strategy and prepared pitch book for new product development for our Debt Portfolio Management Services business
Achievements:
• Selected and was the youngest to be selected the top performer for the year 2017-18 in TRUST group among 250+ employees
• Selected for the top performer award for three times in 2017-18, 2019-20, 2020-21
Training:
• Experienced a training on Aspiring leadership program conducted by the Catalyst Executive Education Institute in as a part of the
program intended for the preparation of the top performers for the leadership roles
Futures First, Kolkata July '13 – July '14 (12 Months)
Analyst ― Interest Rate Market
Roles & Responsibilities
• Traded interest rate Futures of Eurodollar, 3 month USD LIBOR on CME with contract size 100,000 US$ as a derivatives trader
• Analysed market trend using technical indicators and correlation strategies to back the positions for intra-day and long term basis
• Successfully traded various strategies like outrights, spreads, butterfly spreads and maintained a volume of minimum 500 lots per day
Key Learning’s and Achievements
• Basic understanding of effects of macroeconomics factors like NFP, GDP, Inflation etc. and correlation between different markets
• Successfully completed 6 months of probation period and was amongst few traders who were confirmed out of the whole batch
Summer Internship
Channelplay Ltd. April '16 – May '16 (8 Weeks)
Title: Understanding challenges & finding solutions to enable the penetration of cashless transactions in retail
Conducted Primary and Secondary research to prepare a go to market strategy for increasing penetration of PayUmoney pos machine.
Analysed the challenges and behaviour of different entity involved in cashless transaction. Defined the segments and suggested pricing
strategy, selling propositions, product and services for each target group based on insights and competitors analysis
Email id:
[email protected]Neeraj Jain Phone Number: 9508448814
Certifications
• Level 3 candidate for the Chartered Financial Analyst exam conducted by CFA Institute
Education
Year Qualification Institute CGPA/ %
2017 PGDM (Finance) Management Development Institute, Gurgaon 6.48
2013 B.E. (Mechanical) Assam Engineering College, Guwahati 80.24
2009 XII, AHSEC Luit Valley Academy, Jorhat 82.20
2007 X, SEBA Hemalata Handique Memorial Institute, Jorhat 80.33
Live Project/Training
Zoukloans (Live Project) January'16 – March '16 (8 Weeks)
Title: Product Development for SME financing
Analysed the agriculture/agri-equipments sector for growth opportunities and financing requirements. Conducted farmer interviews
and competitive analysis to suggest viable Lease and Loan products which can be used to capture the SME financing market.
Academic Projects
Business Model of Analysed the business model of Paytm in its current form. We also looked into the challenges and
Paytm opportunities arising for Paytm with the advent of Payment banks.
Position of Responsibility
MDI Gurgaon • Treasurer, Merchandising and Retail team 2015 – 16
• Student Coordinator, Training and Placement Cell 2012 – 13
AEC Guwahati • Superintendent hostel in-charge, Rajasthani Chhatra Niwas 2012
Extra Curricular Activities
• National Finalist, among top 8 teams out of total 2162 teams in L&T OutThink – Case Study Competition, MDI Gurgaon 2016
• Campus Finalist HSBC IB League — an investment banking Case Study Competition, MDI Gurgaon 2016
• Campus Finalist JPMC The Deal case challenge — an investment banking Case Study Competition, MDI Gurgaon 2016
• Campus Finalist of Yes Bank Transformation series — a national level B-School competition, MDI Gurgaon 2016
• Awarded 2nd Prize in Article writing competition organised by Finesse – Finance Club of SJMSOM, IIT Bombay 2016
• Have presented a project on Securitisation and Pass Through Certificates condition in India, Trust Group 2017
Key Interests
Teaching • Passionate about teaching and have taught students of different batches during my college days
