Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anju Chauhan

Fund Initiatives Specialist
Etobicoke,ON

Summary

Forward-thinking and results-driven professional with a diverse set of skills and experiences. Excels in research, planning, and generating innovative ideas and solutions to drive business growth. Proven track record of successfully managing internal projects and client engagements, including operational reviews, best practices review, and market trends analysis. Proficient in delivering impactful presentations to senior management and clients, driving successful outcomes. Ethical, conscientious, and driven team player who prioritizes fostering cross-functional relationships, mitigating risk, and ensuring timely project delivery.

Overview

9
9
years of professional experience
5
5
years of post-secondary education

Work History

Fund Initiatives

Fiera Capital
05.2021 - Current
  • Spearheaded T+1 settlement change project within Fiera.
  • Successfully managed the launch of 15+ funds, 10 fund closures and several fund initiatives with minimal oversight, while fostering collaboration amongst cross-functional teams.
  • Managed relationships with; key internal/external partners, service providers, and influencers to plan and execute on fund initiatives.
  • Co-Lead of Fiera's first BIPOC ERG and Co-Lead of Data & Insights pillar of the DEI council.
  • Facilitated ESG discussions around upcoming regulatory requirements in Public Markets.
  • Co-founder of the Environmental Stewardship Committee at Fiera.
  • Graduate of the A Effect Women's Leadership Program.

Senior Manager & Project Manager, Client Service

State Street
11.2018 - 05.2021

Serviced a portfolio of 4 Mutual Fund clients

  • Established strong relationships with clients and stakeholders, ensuring long-term partnerships and retention.
  • Led monthly client calls and mitigated risk by enhanced reporting of KPI's.
  • Understood sensitivities & priorities of clients, drove accountability internally and established controls when resolving client grievances, provided innovative solutions within appropriate timeframes, and followed up to achieve resolution.

Consultant, Client Solutions Group

State Street
06.2015 - 11.2018

Lead analyst on an operational review project for one of top Canadian pension funds’ with an AUM of over C$200 billion

  • Performed Operational review in 8 functional areas to identify opportunities for automation, streamline flows and reduce risk.
  • Performed on-site data gathering, mapped out current state process flows, identified deficiencies and presented key findings to client.
  • 16 process improvement recommendations made utilizing industry research, peer comparison and consultation with subject matter experts.
  • 81% of recommendations were implemented

Sole contributor on an operational review focused on assessing controls and service issues for a public pension Fund

  • Performed on-site visit to document current state process, service challenges, and hand-off’s between the 2 organizations.
  • Identified areas of key man risk and issues around governance, escalation, technology adoption, spreadsheet risk management, manual processing
  • Created an implementation road map

Contributed to development and upkeep of the Best Practices and Market Trends libraries by researching academic journals, publications on topics pertinent in the Asset Owner and Asset Manager space

Education

Masters in Finance - Finance

Queen's University
06.2013 - 04.2014

Managerial Economics in Industry And Finance (Hon) -

University Of Guelph
09.2001 - 04.2005

Canadian Securities Course -

Canadian Securities Institute
01.2005 - 03.2005

Skills

Quantitative & Analytical Skills

Project Management Skills

Presentation skills

Reporting skills

Timeline

Fund Initiatives

Fiera Capital
05.2021 - Current

Senior Manager & Project Manager, Client Service

State Street
11.2018 - 05.2021

Consultant, Client Solutions Group

State Street
06.2015 - 11.2018

Masters in Finance - Finance

Queen's University
06.2013 - 04.2014

Canadian Securities Course -

Canadian Securities Institute
01.2005 - 03.2005

Managerial Economics in Industry And Finance (Hon) -

University Of Guelph
09.2001 - 04.2005
Anju ChauhanFund Initiatives Specialist