Rashi Asija

• Manage institutional client portfolio with focus on high-quality credit, managing risk appetite, and return objectives.
• Prepare credit proposals, financial analysis, memos and executive summaries for senior management and credit committees.
• Coordinate approvals and follow-ups across risk, legal, and product teams, ensuring timely execution of management decisions.

• Active engagement with stakeholders (Big Banks, brokers, agents, lawyers) for debt syndication and
commercial real estate portfolio.
• Timely Appraisal and underwriting of new and existing credit proposals in accordance with the Banks
guidelines and processes.
• Perform financial due-diligence and business analysis and recommend credit limits on basis of corporates
financial strength.
• Review of earnings, cash flow, working capital, net debt, capital expenditure, forecasts, consideration of limits,
terms, and covenants.
• Undertake sensitivity analysis, projections, current analysis on the portfolio and writing credit proposal and
memos.
• Reviewing legal documents, preparing pricing approvals, LOIs, commitment letters to ensure timely and
smooth flow of transactions.
• Review and monitor the financial and operational performance of portfolio accounts on periodic basis per
regulatory requirements.
• Prepare and submit various reports including quarterly review of Watch Listed assets category including EMA &
Stressed assets.
• Proactively monitor market data and risk triggers of portfolio clients on a continuous basis.

• Supported Investment team by preparing investment memos, financial models, and executive summaries for $400Mn+ transactions.
• Performed preliminary due diligence, assisted portfolio managers in investment research across infrastructure, Real assets sector.
• Coordinated end-to-end execution of investments, including approvals, funding milestones, and proactively flagging bottlenecks.
• Developed structured reporting tools for portfolio monitoring, valuation, and benchmarking presented to senior management.

• Effectively led communication between the hedge fund and institutional investors, related to fundraising and investment updates.
• Prepared and delivered investor presentations, quarterly reports, financial updates to pro key stakeholders.
• Collaborated with investment team to analyse market trends, industry developments, and financial performance.
• Built and maintained strong relationships with current and potential investors, ensuring a high level of engagement and satisfaction.
• Managed and responded to RFPs and DDQs ensuring accurate responses that align with the firms investment strategies.

• Fostered relationships by liaising with internal & external stakeholders: founders, investors, family offices and advisors across the globe.
• Created a deal flow for new investment opportunities, utilized tools to identify market insights, company data, and sector-specific data.
• Built investor pitch decks, financial models and business plans, valuation analysis and facilitated engagement with venture capital firms.
• Led 10+ startup companies to fund raise USD 25Mn equity/ token funds/ICOs within real estate, social media and e-commerce sector.
• Generated research reports and whitepapers covering blockchain ecosystem, web3, DeFi, NFT, smart contracts, trends in crypto currency.

• Supported family principals and CIO on defining investment strategy, capital allocation, asset class selection and strategic initiatives.
• Conducted in-depth analysis of economic trends, market conditions, and asset classes to identify investment opportunities and risks.
• Tracked financial markets, economic indicators, and geopolitical events to anticipate potential impacts on investment decisions.
• Analyzed financial statements, cash flows, and valuation models to assess the viability and potential returns of investment opportunities.
• Prepared investment memos, regular reports and performance updates for investment committee on regular basis.
• Managed internal & external stakeholders including fund managers, entrepreneurs, legal advisors, bankers, and tax consultants.

• Managed multi- asset portfolio, performed due diligence, performance monitoring, optimized risk and returns through asset allocation.
• Spearheaded policy formulation covering Investment structure, taxation, legal and compliance framework for investment vehicles.
• Collaborate with the CIO and investment team to develop investment strategies, share insights, and assess market developments.
• Researched public and private companies, analysed financial data, examined industry trends, to support informed decision making.
• Covered financial markets, macro indicators, research reports, quarterly results call to understand the impact on investment decisions.
• Performed manager selection, analysis of investment strategy, process, risk management practices, operational controls.
• Prepared product selection reviews, investment due diligence and presented findings to the Investment committee.
• Organised meetings with fund managers, CIOs, CEOs and founders of on regular basis to track performance and deviations.
• Communicated and presented performance, market updates and reports to the investment committee on monthly frequency.
• Establish and maintain relationships with external advisors, founders, tax and legal consultants for smooth execution.