Ankit Bhat

Location

Los Angeles, CA
Education
    University of Washington-Seattle Campus
    September 2019 - June 2023
    degree
    Bachelor's
    major
    Economics
Work Experience
    Wilshire
    Analyst Client Solutions
    Santa Monica, CA, US
    September 2023 - present
    company
    Wilshire
    title
    Analyst Client Solutions
    overview
    - Provided comprehensive support to senior consultants by creating monthly rebalancing and contribution models, fund summaries, monthly/quarterly investment summaries using investment metrics tools (Paris and Bloomberg), and fund/market commentaries to enhance client servicing - Assisted in managing client requests and projects by coordinating efforts within the public pension plans team and ensuring timely delivery of requested materials - Assisted in manager research for existing clients. Collaborated with manager research team to evaluate various strategies - Developed content for presentations, incorporating performance analysis, risk statistics, market insights, and performance attribution to effectively communicate complex financial concepts to clients
    City of Seattle Employee Retirement System SCERS
    Investment Research Intern
    Seattle, WA, US
    January 2023 - August 2023
    Business Impact Group UW
    Core Consultant and project manager
    Seattle, WA, US
    March 2020 - June 2023
    Port of Seattle
    Environmental Finance and Sustainability Intern
    Seattle, WA, US
    June 2022 - September 2022
Skills
Accounts PayableAccounts ReceivableAlteryxAsset ClassesAsset ManagementBudgeting SkillsBusiness ConsultingCommunication SkillsCoordination SkillsCOVID-19 TestingCustomer ServiceDevelopment StudiesEcologyEconomic AnalysisEconomic DevelopmentEconomyEnterprise Resource PlanningEnvironmental ProtectionFinancial AnalysisFinancial StocksHuman ResourcesInvestment StrategiesJava (Programming Language)Knowledge of EconometricsKnowledge of FinanceKnowledge of Financial ForecastingKnowledge of Retirement SupportKnowledge of StatisticsLeadershipMarket ResearchMetricsMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePointMicrosoft SoftwareMoney InvestmentsOracle ApplicationsOracle HCMPerformance AttributionPerformance ManagementPhotovoltaicsPortfolio ManagementPresentationsPrivate EquityPublic ServicesPython (Programming Language)Renewable EnergyRisk AnalysisSelf MotivationSQL DatabasesStrategic ThinkingStrategies of PricingSuccess Driven PersonSustainabilityTableau (Software)Water Treatment