CFA Institute Live Webinars Presentation Recorded 19 Sep 2019
Career Insights: Treasury Management
Treasury management as a function is responsible for managing multiple financial affairs of a business. These include:
• Capital management: Raising funds for the business
• Currency management
• Corporate finance: Maintaining the cash flow of the business
• Financial risk management
As an emerging market and a capital-starved country, India offers enormous opportunities for budding professionals in treasury management.
To understand more about careers in India in treasury management, listen in to this webinar. Jayna Gandhi, Director, Quantmac Capital Solutions Pvt. Ltd., will discuss competencies, career paths, and more.
• Treasury management in India: An overview
• Career opportunities for CFA charterholders and candidates
• Roles and entry requirements
• Competencies required and potential career paths
This is the archived version of a live webinar that took place on 19 September 2019.
About the Speaker(s)
Jayna Gandhi is cofounder and director of Quantmac Capital Solutions Pvt. Ltd. Prior to this, she was “Head-Treasury” with the National Stock Exchange of India Ltd. Ms. Gandhi has more than two decades of experience in the fields of treasury and investment management. She has managed a $1 billion portfolio of fixed-income treasuries, mutual funds, and equity ETFs for NSE and its group of companies, including Provident Fund and Investor Protection Fund Trust. Since 2010, she has been a lead volunteer with CFA Institute and CFA Society India, and the committee chair of the Industry Outreach and Career Development Committee at CFA Society India. Ms. Gandhi is a CFA charterholder and CA. She has been a regular visiting and guest faculty member at NISM and various MBA institutes, such as TAPMI and FLAME University.
Biharilal Deora is a director at Abakkus Asset Manager LLP, an India-focused asset management company. His investment expertise spans a broad array of asset classes. Prior to joining Abakkus, Mr. Deora was managing corporate, family office, and university clients. He began his career as a financial analyst at leading financial services firms, such as Credit Suisse and Fidelity Investments. Mr. Deora holds a master’s degree in commerce from Veer Narmad South Gujarat University.
He is a top-ranking chartered accountant and a certified financial planner. Mr. Deora serves as a director on the board of CFA Society India and is a visiting faculty member for advanced finance programs.