Career factsheet · As of August 2026
Santhosh Mallikeswaran
Client Portfolio Management · Emerging Markets Equity
Three-plus years at Goldman Sachs, Bengaluru — the desk that stands between the portfolio managers and the investors who allocate to them. Reporting, risk and attribution for the EM equity suite, and the automation that rebuilt how it all got produced.
Open to rolesSingapore & Malaysia · permanent or contract
- Last held
- Associate, Goldman Sachs
- Coverage
- EM equity · India & Asia mandates
- Based
- Johor Bahru, Malaysia
- Division
- Asset & Wealth Management
- 0+ yrs
- Asset management & portfolio reporting at Goldman Sachs
- 0+
- Workflows automated using Python & Excel
- 15–20
- EM Equity institutions supported · multi-billion AUM
- 0 / yr
- RFP & DDQ submissions incl. ESG frameworks
Objective
The mandate, in his own words.
Finance and ESG professional with 4+ years in asset management and portfolio reporting, including 3+ years at Goldman Sachs, Bangalore. Expert in portfolio monitoring, client onboarding, performance attribution, and risk profiling, driving efficiency by automating 200+ workflows using Python and Excel. Proven ability to prepare detailed fund commentaries, support RFP/DDQs, and resolve client queries on performance and risk. Skilled in macro-driven portfolio analysis and crafting market commentaries linked to economic trends. Currently enrolled in a CFA Institute certification on Private Equity, demonstrating commitment to ongoing professional growth.
Record
Newest first. The experience page carries every mandate in full.
| Period | Role | Lead contribution |
|---|---|---|
| Jan 2024 — Jul 2025Bengaluru, India | Associate Goldman Sachs Drafted quarterly & monthly commentary for 15-20 EM Equity institutions (multi-billion AUM). | Drafted quarterly & monthly commentary for 15-20 EM Equity institutions (multi-billion AUM). |
| Apr 2022 — Dec 2023Bengaluru, India | Analyst Goldman Sachs Automated recurring reporting with Python & VBA — 25 man hours saved monthly, 40 at quarter ends. | Automated recurring reporting with Python & VBA — 25 man hours saved monthly, 40 at quarter ends. |
| Feb 2021 — Nov 2021Chennai, India | Management Trainee · Internship Quinstinct Advisory 20+ assessment parameters → Developed Risk Profile Questionnaire framework to evaluate investor risk tolerance and suitability. | 20+ assessment parameters → Developed Risk Profile Questionnaire framework to evaluate investor risk tolerance and suitability. |
| Apr 2019 — Apr 2020Chennai, Tamil Nadu, India | Executive Administration Maersk Training 100% course delivery success — managed operations, control, and coordinated all elements of course planning. | 100% course delivery success — managed operations, control, and coordinated all elements of course planning. |
Holdings
What he owned at Goldman Sachs, by weight of the week.
Three years took me from pulling performance and risk reports for senior CPMs to owning key EM accounts of my own. Along the way I rebuilt the reporting engine with code, carried the DDQ and RFP pipeline for our EM products, brought ESG screening into the review cycle, and trained the desk on the tools I had learned.
Reporting, Risk & Attribution
Performance reports across the EM suite — umbrella and country strategies — so senior CPMs had numbers they could rely on. Risk in Axioma plus sector, country and stock attribution. Owned monthly and quarterly Positioning & Holdings, GIPS and client management reporting, and built macro narrative pre-meeting decks around the PMs' view.
Client Due Diligence & Engagement
Recurring DDQs for existing mandates — performance, compliance against the Investment Mandate Agreement, holdings and team changes. RFP responses for prospective clients across EM coverage. Sat in client meetings for my own accounts and closed out follow-ups, and tested holdings against ESG criteria in MSCI ESG Manager.
Automation & Technical Edge
Automated the recurring output — Positioning & Holdings, attribution and periodical review decks — with Python and VBA, saving 25 man hours a month and 40 at quarter ends, formally recognised. Built FactSet, Bloomberg and Jupyter interfaces surfacing holdings, sector mix, NAV, unsettled trades and trade rationales.
Separate Accounts & Team Capability
Owned India and Asia equity mandates end to end, from reporting through client dialogue. Extended automation into external tools including FactSet add-ins feeding the reporting cycle, and trained new joiners on FactSet, Bloomberg, MSCI ESG Manager, RAD, VBA and Copilot — building tech competence beyond any one person.
- Tenure
- 3+ years · Analyst to Associate
- Mandates supported
- Multi-billion AUM · pooled & separate accounts
- Automation
- 25 man hours saved monthly · 40 at quarter end
- Coverage at exit
- Four pillars · India & Asia separate accounts
- The through-line
- Accuracy at scale, delivered on time
Credentials
Degrees and certifications, with verification links where they exist.
- 2020–2022
Master of Business Administration (MBA), Finance
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
- 2014–2018
Bachelor of Technology (BTech), Computer Science
Shanmugha Arts, Science, Technology and Research Academy (SASTRA)
- 2021
Financial Modeling and Valuation Analysis (FMVA)
Corporate Finance Institute
- 2020
Introduction to Principled Negotiation
Yale School of Management
- 2026
Public Policy Analysis
London School of Economics
Commentary
Notes on markets, reporting and the machinery behind both.
Drafting quarterly and monthly commentary for 15–20 EM equity institutions was part of the work at Goldman Sachs. Anything published here goes to LinkedIn at the same time.
Availability
Work authorisation, location and logistics.
I'd welcome the chance to explore how my Goldman Sachs experience in portfolio advisory, manager engagement and client communication can contribute to your team's growth.
- Work authorisation
- Married to a Malaysian and holds a valid resident permit, which makes securing a work pass in Malaysia easier than hiring a foreign expatriate.
- He understands the complexity of securing an Employment Pass for a foreign national in Singapore. Where the profile matches, he can explore securing his own work permit through a leading human staffing firm with proven capabilities — in such cases the hired employee sits on the staffing agency’s payroll while working for the hiring organisation.
- Based in
- Settled in Johor Bahru, Malaysia — strategically opens opportunities both in Singapore and in Malaysia.
- Availability
- Open to both permanent and contract roles.
- Get in touch
- santhoshmallikeswaran@gmail.comLinkedIn