Anand Parmar
Franklin,TN
Summary
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences. Talented Portfolio Manager bringing 19+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Synechron
01.2022 - Current
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Increased client satisfaction by providing tailored financial advice and timely market updates.
- Strengthened client relationships, conducting regular meetings to review portfolio performance and address concerns.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Participated in internal committees focused on improving firm-wide policies, leading discussions on best practices in portfolio management.
- Developed and presented proposals for new investments.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Created financial dashboards to provide insights into key performance indicators.
Technical Project Manager
Synechron
03.2018 - 12.2021
- Streamlined project processes by implementing agile methodologies, resulting in increased efficiency and faster completion times.
- Enhanced team performance by conducting regular training sessions and providing opportunities for professional development.
- Reduced project costs with diligent budget management and resource allocation strategies, enabling the completion of projects under budget.
- Successfully delivered multiple high-profile projects on time, ensuring client satisfaction and fostering long-term relationships.
- Optimized resource utilization by accurately forecasting staffing needs and proactively addressing potential bottlenecks in the project pipeline.
- Facilitated strong team collaboration through effective meeting management, open communication channels, and timely resolution of conflicts or issues.
- Demonstrated strong leadership skills by effectively managing diverse teams and maintaining high levels of motivation, even during challenging periods of significant change or tight deadlines.
- Communicated project plans and progress to key stakeholders and project contributors.
- Adjusted project plans to account for dynamic targets, staffing changes, and operational specifications.
- Generated reports for IT project progress and performance.
Solution Architect
Synechron
03.2014 - 02.2018
- Spearheaded the migration of legacy systems to modernized architecture, reducing operational expenses while increasing overall functionality.
- Designed micro-services architecture to cater business need in most effective manner
- Worked with other product teams to ensure effective and efficient communication across different products
- Ensured data security and compliance by establishing robust information governance policies and procedures.
- Improved solution efficiency by designing and implementing scalable architectures for enterprise clients.
- Proposed standard guidelines to all technical teams
- Reviewed integration inventory with all stakeholders
- Facilitated seamless communication between technical teams and non-technical stakeholders by effectively translating complex concepts into understandable terms for all parties involved in projects.
- Worked with project manager and program manager to carve out roadmap and project plan
- Assisted in providing development estimates to product and program managers
- Enhanced customer satisfaction by collaborating closely with stakeholders to define business requirements and translate them into technical solutions.
Design Lead
Synechron
03.2012 - 03.2014
- Enhanced design team productivity by implementing efficient project management strategies.
- Streamlined design processes for improved results and faster turnaround times.
- Mentored junior designers to develop their skills and advance within the company.
- Developed innovative design concepts that led to increased client satisfaction and repeat business.
- Presented design concepts to clients, incorporating feedback and making revisions as needed to meet expectations.
- Established clear communication channels between designers, developers, and other stakeholders for seamless collaboration on complex projects.
- Identified opportunities for process improvement within the team, leading to enhanced efficiency and productivity levels.
- Organized training sessions to keep the team up-to-date on industry trends and software advancements.
Software Developer
Synechron
10.2009 - 03.2012
- Developed robust web services for seamless integration with front-end applications, improving overall functionality.
- Collaborated with cross-functional teams to design and develop innovative web applications tailored to client needs.
- Streamlined codebase by employing best practices in software development, resulting in improved maintainability.
- Mentored junior developers, providing guidance on coding techniques and problem-solving strategies to enhance skillsets.
- Optimized database queries for faster data retrieval, enhancing overall application responsiveness.
- Conducted thorough code reviews to ensure adherence to coding standards, resulting in a more stable application architecture.
Software Developer
Mechsoft, Technosoft, Gennext
08.2004 - 09.2009
- Enhanced user experience through designing and implementing user-friendly interfaces.
- Saved time and resources by identifying and fixing bugs before product deployment.
- Optimized code readability and maintainability by utilizing best practices in coding standards and documentation.
- Developed custom features for existing applications, tailoring solutions to meet specific client needs.
- Supported QA efforts by creating robust test cases focused on validating key functionality within developed software.
- Discussed issues with team members to provide resolution and apply best practices.
Education
Master of Computer Applications -
Maharaja SayajiRao University
Vadodara, GujaratBachelor of Science (Statistics) -
Maharaja SayajiRao University
Vadodara, GujaratSkills
- Client Relationship Management
- Client Interfacing
- Presentation Skills
- Developing Proposals
- Data Analytics
- Technical Analysis
- Risk Management
- Staff Recruitment and Hiring
Certification
- Microsoft Certified: Azure Fundamentals
Timeline
Portfolio Manager
Synechron
01.2022 - Current
Technical Project Manager
Synechron
03.2018 - 12.2021
Solution Architect
Synechron
03.2014 - 02.2018
Design Lead
Synechron
03.2012 - 03.2014
Software Developer
Synechron
10.2009 - 03.2012
Software Developer
Mechsoft, Technosoft, Gennext
08.2004 - 09.2009
Master of Computer Applications -
Maharaja SayajiRao University
Bachelor of Science (Statistics) -
Maharaja SayajiRao University