Ian Mehta

Director, Head Of Portfolio Analytics at Jadwa Investment

Ian Mehta, CIM CIPM is an experienced professional in the finance industry, currently working at Jadwa Investment. Ian has held various roles within portfolio analytics, demonstrating strong leadership and analytical skills. With a background in financial advising and a Bachelor of Arts degree from Saint Mary's University, Ian is well-equipped to manage performance analysis, reporting, and data management for various investment portfolios. Their expertise in compliance with GIPS Standards and experience in streamlining processes make him a valuable asset to the Asset Management team.

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Previous companies

Sun Life Financial logo

Timeline

  • Director, Head Of Portfolio Analytics

    June, 2019 - present

  • Vice President, Head Of Portfolio Analytics

    August, 2015

  • Senior Associate, Head Of Portfolio Analytics

    March, 2013

  • Associate, Portfolio Management

    October, 2008

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