Rahul Verma
Financial Analyst
Summary
Dynamic financial expert and private equity analyst adept at efficiently managing diverse portfolios to increase investments. Looking to leverage excellent relations expertise to manage high-profile clients and develop strategic financial plans that help them attain and exceed their financial goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Private Equity Analyst
Northern Trust
3 2021 - Current
- Client Servicing -Audit
- Audit Statements - Reconciling fund company's balances
- Transaction Audit - Validating trades posted by operations team
- MVROR - Validating Market Values by the EOD which might be due to high% change in activity or due to trades
- Global Audit - Where the same client or any other client invested outside local currency
- Handling Sensitive Clients - Working closely with Relationship Managers and Consultant for delivering best service each month
- Meeting client early year end requests
- Valued Performer for 3 years, Best performer for the month of November'22, May'23 and Service Champion for Q4 2023
Assistant Professor
Devi Ahilya Vishwavidhyalaya
01.2020 - 12.2020
Education
MBA - Finance
Devi Ahilya Vishwavidyalaya Indore (M.P.)
Indore, India 04.2001 -
Bachelor of Commerce - Accounting, India
Devi Ahilya Vishwavidyalaya Indore (M.P.)
Indore, India 04.2001 -
Skills
Due diligence
Investment Analysis
Company research
Microsoft Excel
Financial statement analysis
Investment banking
Data Interpretation
Qualitative Analysis
Quantitative Analysis
Equity research
Financial research
Certification
Financial Modelling, Finoptions Institute of Financial Studies, 3 Months
Timeline
Assistant Professor
Devi Ahilya Vishwavidhyalaya
01.2020 - 12.2020
Financial Modelling, Finoptions Institute of Financial Studies, 3 Months
11-2019
MBA - Finance
Devi Ahilya Vishwavidyalaya Indore (M.P.)
04.2001 -
Bachelor of Commerce - Accounting, India
Devi Ahilya Vishwavidyalaya Indore (M.P.)
04.2001 -
Senior Private Equity Analyst
Northern Trust
3 2021 - Current
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