Alokita Jha

CFA, Head of Investment Fund Analysts

Alokita has rich experience of more than 18 years across Investment, Technology and CAO operations. Alokita heads the team of Investment Fund Analysts and Product & Market Research Analysts which works closely with the Portfolio Managers, Investment Directors and Sales & Marketing teams across asset classes globally. This team caters to all reporting needs, provides client meeting content and resolves client queries. 

Prior to this role, Alokita was the Chief Administrative Officer for the India capability, and was instrumental in establishing the underlying foundation for India operations. She managed the functioning of the India sites and connected globally to administering the right mechanisms for teh evolution of the hub. She also acted as the Business Manager for India Technology capability and was the driving force behind key strategic and administrative aspects for the function. Alokita was also heading the Technology Risk and Management Oversight Team, owning delivery and engagement for technology risk, financial management, vendor relationship management, technology training, communications and technology related internal and external engagement.

Alokita has been recognised as inspiring women in the investment profession in India by the CFA Institute with her being among the early first fifteen women CFA charter holders in India. Before joining Fidelity, Alokita was working as an analyst in Roulac Global Places, a California based global strategy, financial and economic consulting firm. She was managing the Indian Research Team, comprising of economic analysts, investment analysts, systems, data analysts and information specialists.
 

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