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Aniket Trivedi

Vice President Portfolio Management at Waterfield Advisors

Aniket Trivedi has extensive experience in the financial industry, with roles ranging from Assistant Manager to Vice President. ANIKET started their career at Optimix, where they worked as an Executive in PMS Operations, handling trade allocation and reconciliation. ANIKET then joined HDFC AMC as an Assistant Manager in PMS Operations, focusing on custody reconciliation and equity transfers. Aniket later moved on to ICICI Prudential AMC Ltd as an Assistant Manager in Settlement Operations, where they were responsible for various tasks such as preparing transaction reports, coordinating with fund managers, and managing trades. ANIKET also worked at Standard Chartered Bank and Karia Infrastructure & Projects in managerial roles before joining Miles Software Solutions Private Limited as an Assistant Manager. Aniket’s most recent position was at JM Financial, where they served as an Assistant Vice President. Currently, they hold the position of Vice President Portfolio Management at Waterfield Advisors. With their diverse experience and expertise in financial operations and portfolio management, Aniket has developed a strong foundation in the industry.

Aniket Trivedi's education history begins with their enrollment at Birla Institute of Technology and Science, Pilani, where they pursued a Bachelor of Commerce degree. The specific years of their study at this institution are not provided. ANIKET then went on to attend Birla College of Arts Science & Commerce, where they completed a Bachelor of Commerce degree in Accounts and Economics from 1996 to 2001. Following this, from 1998 to 2001, they furthered their education at the same institution and obtained a Bachelor of Commerce in Business/Managerial Economics. Finally, in 2011 and 2012, Aniket pursued an International MBA in Finance at UBI.

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Previous companies

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Timeline

  • Vice President Portfolio Management

    December, 2022 - present