MS Office
Akash Sharma
Investment Manager
Sydney
Summary
Seeking an opportunity to leverage my proactive and efficient approach as an investment professional with expertise in asset allocation, portfolio construction, and investment management, including impact investments. I aim to utilize my strong quantitative and qualitative analytical skills to provide practical solutions for investment and business challenges.
Overview
11
11
years of professional experience
24
24
years of post-secondary education
3
3
Certificates
2
2
Languages
2
2
Languages
16
16
DD on Impact Investment Managers
Work History
Portfolio Manager
Wealth Of Nations Impact Asset Mangement
10.2021 - Current
- Collaborating with a state fund to establish their inaugural impact investment initiative.
- Developed the only multi asset class, multi- theme impact investment strategy in Australia.
- Currently collaborating on the release of a social outcomes bond to support the Youth Development Program in New South Wales.
- I have screened over 50 impact investment managers worldwide and carried out comprehensive due diligence on 16 of them, which included the review of portfolio companies for co-investment opportunities.
- Constructing successful investment portfolios informed by market conditions and economic trends based on investor risk tolerance, investment and impact goals.
- Responsible for risk management and setting risk targets.
- Evaluating the performance of investment portfolios and work in conjunction with the COO ensuring compliance with standards provided by regulatory organizations.
- Leading a team of four analyst to perform investment due diligence, ESG due diligence and impact due diligence.
- Identification and selection of new impact investment opportunities in line with the firm investment philosophy and objectives.
- Implementing robust impact measurement frameworks to assess the social and environmental outcomes of investments and reporting the results to stakeholders.
- Monitor manager performance versus benchmarks and develops insights for clients regarding key contributors and detractors.
- Create monthly/quarterly and annual reports on investment performance and activity( Impact and Investment)
- Provided impact strategy advice to Super funds , Asset consultants, insurance companies and Private Wealth firms.
- Created financial and impact dashboards to provide insights into key performance indicators.
Investment Analyst - Alternatives
Wealth Of Nations Advisors
11.2017 - 09.2021
- Conducting in-depth research and analysis on hedge funds and investment strategies to identify potential investment opportunities and risks.
- Performing thorough due diligence on hedge fund managers, including their track record, investment process, risk management practices, and organizational structure.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Construction and optimization of internal Fund of hedge fund portfolios, considering diversification, risk management, and overall performance objectives.
- Monitored market trends and news to identify emerging opportunities.
- Providing recommendations on hedge fund allocations to institutions (Super funds, Family Office, Insurance companies,Asset Consultants etc.) in Australia and New Zealand.
- Ensuring that My super products are compared against APRA benchmarks and that they fully comply with RG 97 reporting and disclosure requirements.
Senior Associate & Associate
Deloitte
10.2012 - 12.2015
- Working in the assurance and risk advisory service team, primarily focusing on private equity firms and real estate funds.
- Creating sophisticated financial models to forecast the future performance and cash flows of investment opportunities and comparing them to the company's existing models.
- Performing scenario analysis to assess the impact of various market conditions and potential risks on the valuation of assets and businesses.
- Regularly assessing the value of portfolio companies held by the private equity client to track their performance and make informed strategic decisions.
- Conducting impairment testing to assess whether the carrying value of an investment exceeds its recoverable amount.
- Ensuring that valuation practices are compliant with relevant accounting standards, regulatory requirements, and industry best practices.
Education
Master of Finance - Investment Management, Portfolio Management
University of Technology Sydney
Sydney 07.2017 - 06.2019
Bachelor of Commerce - Finance & Accounting
IGNOU
Delhi 07.2013 - 11.2016
CA - Professional Designation - Finance, Accounting And Corporate Law
The Institute of Chartered Accountants of India
Delhi 06.2011 - 05.2016
High School Diploma -
Springdales School
Delhi 04.1997 - 03.2011
Skills
Portfolio Construction,Optimisation & Management
Risk Budgeting & Management
Strategic & Tactical Asset Allocation
Investment, Impact & ESG Due Diligence
Financial Analysis & Modelling
Impact Measurement & Management
ESG - Risk Mitigation
Hedge Fund Research and Selection
Decision Making
Communication
Adaptability
Ethics and Compliance
Leadership
Fast learner
Problem Solving
Certification
Portfolio Construction and Analysis with Python
Software
Python
Bloomberg Terminal
Sustainalytics
Power BI
E- Front
Matlab
Timeline
CFA UK - Certificate in Impact Investing
03-2024
Portfolio Manager
Wealth Of Nations Impact Asset Mangement
10.2021 - Current
Impact Measurement & Management for the SDGs
09-2021
Portfolio Construction and Analysis with Python
01-2020
Investment Analyst - Alternatives
Wealth Of Nations Advisors
11.2017 - 09.2021
Master of Finance - Investment Management, Portfolio Management
University of Technology Sydney
07.2017 - 06.2019
Bachelor of Commerce - Finance & Accounting
IGNOU
07.2013 - 11.2016
Senior Associate & Associate
Deloitte
10.2012 - 12.2015
CA - Professional Designation - Finance, Accounting And Corporate Law
The Institute of Chartered Accountants of India
06.2011 - 05.2016
High School Diploma -
Springdales School
04.1997 - 03.2011