Manu Na
Financial Analyst | CFA Level II Candidate | Performance & Middle Office Operations Specialist
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About
Detail-oriented Financial Analyst with 2+ years of experience in credit monitoring, financial statement analysis, and fixed income operations. CFA Level I passer and active CFA Level II candidate with deep grounding in portfolio management, fixed income valuation, and risk analysis. Hands-on expertise in Bloomberg Terminal, FactSet, and MSCI RiskMetrics with experience in portfolio performance measurement, attribution analysis, and VaR-based risk frameworks.
Combines strong quantitative skills with client-facing operations experience to deliver actionable investment insights for institutional buyside clients.
Experience
Services Operations Specialist at FactSet Research Systems Ltd. (2025-08 – Present)
- Support client queries across FactSet's Fixed Income Analytics, Returns Attribution, and Risk modules — providing expert guidance on terms, conditions, and instrument-level data.
- Deliver end-to-end services operations support including workflow management, data validation, and ensuring daily client deliverables are met accurately and on schedule.
- Leverage deep expertise in FactSet workstation offerings to resolve complex client issues independently, escalating only where necessary.
- Collaborate cross-functionally to improve processes and maintain high service quality standards for institutional buyside clients.
- Conduct detailed analysis of portfolio performance and generate comprehensive portfolio returns reports for institutional buy-side clients.
Financial Consultant at Eastern Elegance Private Limited (2023-11 – 2025-08)
- Prepared detailed Credit Monitoring Arrangement (CMA) reports assessing client creditworthiness, risk exposure, and overall financial health.
- Conducted variance analysis and data reconciliation to support financial reporting and forward projections using spreadsheet modeling.
- Developed comprehensive financial plans in collaboration with cross-functional teams, analyzing historical and current performance trends.
- Delivered clear, client-focused presentations translating complex financial data into actionable insights for stakeholders.
- Recognized as Employee of the Month on two separate occasions for consistently exceeding performance benchmarks.
Education
CFA Level II Candidate – CFA Institute
CFA Level I – CFA Institute (2023-08)
Bachelor of Commerce in Accounting, Finance & Marketing – University of Mysore (2019 – 2022)
