Punit Pandya, CFA, is currently an AVP in Fund Research at HSBC, where they identify top global funds through manager research to support the wealth management business. Punit sources, evaluates, and researches investment opportunities across equity, fixed income, and alternative investment asset classes while monitoring investment portfolios for family offices. Prior to their role at HSBC, Punit worked as an Investment Research professional at Nrups Consultants LLP from 2016 to 2020 and served as Operations Manager for European Banks at S&P Global Market Intelligence from 2009 to 2016. They hold a Bachelor of Business Administration in Finance from Gujarat University and are a Chartered Financial Analyst from the CFA Institute.
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