Vasudha Jampala
Drummoyne,NSW
Summary
Results-driven investment management professional with a solid track record at Macquarie Asset Management, excelling in client relationship management and project execution. Expertise in developing effective sales materials and fostering revenue growth through deep industry knowledge and creative problem-solving. Focused on enhancing operational performance and ensuring high levels of client satisfaction.
Overview
20
20
years of professional experience
Work History
Co-Founder
XAsset Trading Proprietary limited
10.2024 - Current
- Provided organizational leadership to align company strategies with long-term goals and policies.
- Collaborated with executive partners to formulate and implement strategic plans for revenue growth.
- Cultivated strong relationships with vendors and partners to enhance operational effectiveness.
Client Portfolio Manager
Macquarie Asset Management
11.2019 - 10.2024
- Spearheaded global marketing initiatives for listed infrastructure funds, focusing on investor presentations and consultant engagement.
- Developed a thorough sales strategy with portfolio managers, targeting both wholesale and institutional segments.
- Oversaw the creation of regulatory and legal documentation for funds and new institutional clients, including PDSs and IMAs.
- Produced impactful sales tools, such as pitchbooks and white papers, to enhance institutional strategies.
- Crafted and implemented innovative Sustainable Infrastructure strategy through impactful collateral development.
Senior Investment Specialist
Macquarie Global Listed Infrastructure
04.2016 - 11.2019
- Developed comprehensive review books to bolster business development efforts.
- Streamlined RFP processes, resulting in higher client approval rates.
- Produced product cheat sheets that strengthened retention strategies.
- Enhanced client reporting materials, including competitive analyses and portfolio insights.
- Spearheaded design of Competitor Template for Product Assessment Project, ensuring detailed analysis reports.
- Established consistent reporting practices to improve sales and relationship management.
Product Manager
Macquarie Global Listed Infrastructure team
04.2013 - 04.2016
- Managed all regular client reporting to ensure timely and accurate information delivery.
- Developed daily performance report template for institutional business, improving tracking for portfolio managers.
- Collaborated with CIO to rationalize portfolio line-up and implement effective capacity management strategies.
Investment Risk Analyst
Macquarie Investment Management
02.2010 - 04.2013
- Conducted daily limit monitoring for more than 30 funds, reducing potential risks.
- Assisted senior analysts in evaluating risk limits and counterparty exposure assessments.
- Performed comprehensive liquidity analysis on fund financial statements to pinpoint illiquidity issues.
- Partnered with central Risk Department to facilitate prompt project delivery.
Senior Associate
Macquarie Investment Management
02.2008 - 02.2010
- Supported front office operations by completing securities valuations and data management tasks.
- Provided specialized expertise on trading platforms, including Dimension and ThinkFolio.
- Addressed unique client challenges through innovative solutions and team collaboration.
- Coordinated with Legal, Risk, and Compliance teams to ensure successful project delivery.
Co-op Scholar
UNSW
Sydney, NSW
02.2005 - 02.2008
- Fulfilled work experience at Ernst and Young and MLC under recognized UNSW Co-op Scholarship
Education
UTS Executive MBA -
University of Technology Sydney
Sydney, NSW12-2025
RG146
Kaplan
08-2025
Higher School Certificate -
North Sydney Girls High School
01.2004
Skills
- Client relationship management
- Investment management expertise
- Project management
- Expertise in navigating the Australian funds regulatory landscape
- Public market knowledge
- Sales strategy
- Proficient in Bloomberg, Simcorp Dimension and FactSet
- Advanced Excel and PowerPoint skills
Affiliations
- Member of Women in Banking and Finance
- Podcast host for Australian Multicultural institute
- Proficient Bollywood dancer
References
References available upon request.
Timeline
Co-Founder
XAsset Trading Proprietary limited
10.2024 - Current
Client Portfolio Manager
Macquarie Asset Management
11.2019 - 10.2024
Senior Investment Specialist
Macquarie Global Listed Infrastructure
04.2016 - 11.2019
Product Manager
Macquarie Global Listed Infrastructure team
04.2013 - 04.2016
Investment Risk Analyst
Macquarie Investment Management
02.2010 - 04.2013
Senior Associate
Macquarie Investment Management
02.2008 - 02.2010
Co-op Scholar
UNSW
02.2005 - 02.2008
UTS Executive MBA -
University of Technology Sydney
RG146
Kaplan
Higher School Certificate -
North Sydney Girls High School
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