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    Mansi Singhal

    Mansi Singhal

    Upenn Masters in Computer Science, Specialize in asset management, fintech, business strategy. Running an asset management fintech startup.

    Founder Jersey City University of Pennsyl...
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    Experience
    Qplum
    Qplum
    Founder, Created an AI driven asset management firm that delivers financial advice through a digital platform. 2015 - Present (over 11 years)
    - Grew the firm to over 35 employees and 80 million USD in assets under management in 4 years.
    - Responsible for the business strategy development for the digital advisory... more platform and later pivoted the firm to focus on servicing institutional clients.
    - Directly responsible for hiring the sales & marketing team, client acquisition, sales and product management processes for the firm.
    - Led implementation of OKR (Objective and Key Results) methodology across the organization.
    Brevan Howard Asset Management
    Brevan Howard Asset Management
    Trader - Global Macro 2014 - 2015 (about 1 year)
    * Managed a global macro, systematic portfolio of $100mm AUM. (Mandate: Global fixed income, FX) * Responsible for strategy and execution onf$800mm AUM for a senior Portfolio... more Manager. * Designed the trading portfolio as a top-level discretionary layer with systematic underlying strategies. * Led the development of a scalable back-testing setup for strategy development. *
    Circulum Vite
    Circulum Vite
    Founder, Founder - Portfolio Manager - Global Macro 2010 - 2013 (about 3 years)
    * Solely set up and managed proprietary trading fund with seed capital of $10mm AUM. (Mandate: Global Fixed income, FX, Equity Indices) * Implemented trading strategy that... more involved proprietary analysis of options' volatility, heavy emphasis on global macro- economic views and relative value analysis. * Built all the quantitative analysis systems in-house using primarily R and MySQL including hedging processes, scenario analysis and trade execution. * Recruited and managed a team of 3 (one quanti
    Bank of AmericaMerrill
    Bank of AmericaMerrill
    Trader - Short Term Interest Rates, Swaps Trading Desk 2008 - 2010 (over 2 years)
    * Primary market maker in OTC USD interest rate swaps, OIS rates less than or equal to 3 years fed fund basis and different Libor basis out to 30 years. * Exceeded revenue... more projections in 2009 and 2010. * Led the efforts to move trading books to OIS discounting. * Took the initiative to model and launch a new OTC options product in the market in late '08-'09. The new product modeled, approved and launched within 4 months and the 2009 revenue from the new product exceeded projections. *
    Wachovia Bank
    Wachovia Bank
    Trader - Swaptions Desk 2006 - 2008 (almost 2 years)
    UBS
    UBS
    Intern - Junior Business Analyst, Fixed Income Division 2005 (about 1 month)
    Investment Bank Intern - Junior Business Analyst, Fixed Income Division * Collecting business requirements for modifications in Superbond in the Mortgage backed securities... more Options trading.
    Founder
    Qplum, Circulum Vite
    Employee
    Wachovia Bank, UBS, Bank of AmericaMerrill, Brevan Howard Asset Management
    Investor
     
    Incubator
     
    Advisor
     
    Attorney
     
    Board Member
     
    Mentor
     
    Member
     
    Acquired
     
     
    Education
     
    About
    Achievements

    I have launched a fintech startup, Qplum, where I took the concept of asset management as a service to implementation within 4 years with a team of highly capable data-scientists, engineers and financial services experts.

    Describe the most impressive thing you've done.
    Skills
    Asset Management Business Analysis Business Analyst Business Development Business Requirement gathering Capital Markets Derivatives Equity Fixed Income Management MySQL Pricing Product Development Product Management Securities Sybase
    Locations
    New York City
     
    Projects
    qplum app
    Bring A.I powered smart Investing at your finger tips.
    qplum app allows you to get started with your personal financial planning. All you need to do is talk to qplum BOT and get a personal, actionable financial… · More plan instantly. You can also-
    - Invest in a blend of our top portfolios.
    - Open Traditional, ROTH, SEP IRA accounts.
    - Rollover your existing IRA/ 401k into qplum.
    - Track the performance of your investments in your ETF portfolio
    qplum
    An online investment advisory firm.
    qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios. We believe that investing is a science, not a game. We… · More offer dynamic investment plans along with risk management and a dedicated team that is with you through the important events of your life.

    We handle retirement planning, IRA accounts, 401k rollover, personal investing accounts, joint investment accounts, and more.
    Gaurav Chakravorty
    With Gaurav Chakravorty
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