Career Insights: Investments Consulting

CFA Institute Live Webinars

Presentation

Recorded 13 February, 2023

Overview

In today's rapidly changing investment landscape, organizations are recognizing the need for professional guidance to navigate the complexities of the market. Investment consultants play a crucial role in helping organizations manage their investment portfolios amid macroeconomic uncertainty and unprecedented events. This has created exciting opportunities for professionals to apply their knowledge and expertise in meaningful ways.

In this webinar, Atul Pahuja, CFA, director of the Investment Consulting Practice at Mercer, will provide valuable insight into the role of an investment consultant. He will discuss the skills necessary for success in this field and shed light on the promising career prospects it offers. Additionally, he will explore emerging specialism within the industry that professionals can pursue.

Learning Outcomes:

Gain an understanding of the investment consulting industry.
Learn about the role of an investment consultant.
Discuss hiring practices and competencies needed to excel in this field.
Examine emerging specialism within the investment consulting industry.
Review career prospects for CFA® charterholders and candidates.

This is the archived version of a live webinar that took place on 08 February 2024

career-insights-investments-consulting

About the Speaker(s)

Atul Pahuja, CFA, is a seasoned professional with 16 years of experience in the asset management and investment advisory industry. He currently holds the position of director for the Investment Consulting Practice (United States, Latin America, and the Pacific) at Mercer (India). In this role, he is responsible for providing end-to-end portfolio management services to institutional clients, including pension plans, endowments, foundations, and wealth management firms. Before joining Mercer, Pahuja worked at Morningstar as part of their research team in India, where he conducted due diligence on Indian asset managers, assisting clients such as sovereign wealth funds, pension funds, and individual investors with their manager selection and portfolio allocation efforts. Before Morningstar, Pahuja worked at Fidelity Investments, where he focused on research and analytics related to Asia-Pacific investment strategies. Pahuja holds a master of business administration in finance from the Fore School of Management, Delhi, and a bachelor’s degree in engineering (electronics and telecommunications). He is a CFA® charterholder and has cleared Level 2 of the CAIA Program.

Litesh Gada is extremely passionate about equity investments and has almost 15 years of professional experience in private equity, investment management, direct tax (advisory), mergers and acquisitions (tax and regulatory), and corporate finance. He has rich and in-depth knowledge in valuation, investment structuring, mergers and acquisitions, and transfer pricing. Gada has hands-on experience in the entire investment process from deal initiation until disbursement of money to the companies. He has been responsible for monitoring and handholding portfolio companies on a regular basis. Gada’s core expertise is to assist midsize and small companies that have growth potential in raising funds and scaling operations. Gada is a CFA® charterholder, chartered accountant (CA), and company secretary (CS). He earned his bachelor’s and master’s degrees in commerce from Mumbai University.

1 PL Credit

If you are a CFA Institute member don’t forget to record Professional Learning (PL) credit from reading this article.

Record 1 PL Credit

Manage your Learning Credits