Avash Shakya linkedin.com/in/avash-shakya
■ Career history: Portfolio Manager, Siddhartha Capital Ltd, Nepal Intern, Nabil Investment Banking Ltd, Nepal ■ Education highlights: MBA, Warwick Business School, UK BBA, Business and Management, UWE Bristol, UK ■ Nationality: Nepali ■ Languages:
Nepali (native) English (fluent) Mandarin Chinese (basic) ■ Career achievements: Successfully managed over 50 client relationships under Siddhartha Capital’s Portfolio Management Services, representing 25% of £4.5 million of assets under management in listed equities. Implemented tailored risk line investment strategies to deliver strong portfolio growth, resulting in 92% retention, 95% satisfaction and 20% referral growth. Responsible for driving assets under management growth and strengthening institutional credibility. Secured the firms largest high net worth individual client by delivering tailored investment opportunities and consistent portfolio performance. As a result, assets under management increased by £1 million and successfully unlocked further high value mandates. During an extended staff absence, assumed full responsibility of the back-office operations covering client reporting, compliance, trade settlements, and reconciliations. Streamlined manual processes and secured approval for automation initiatives, resulting in greater efficiency, improved accuracy and enhanced departmental capacity.
Made with FlippingBook Learn more on our blog