Scribd
Upload
234 views2 pages

Rahul Rangrao Kadam: Skill Set Profile Summary

Rahul Rangrao Kadam is a pre-sales analyst with nearly 3 years of experience in client reporting, product portfolio management, and equity research. He has expertise in responding to RFPs, RFIs, and DDQs for asset management firms and investment banks. Kadam has a strong skill set including the Microsoft Office suite, Bloomberg, and financial modeling. He holds an MBA in finance and seeks opportunities where he can apply his analytical and client service abilities.

Uploaded by

Lost
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
234 views2 pages

Rahul Rangrao Kadam: Skill Set Profile Summary

Rahul Rangrao Kadam is a pre-sales analyst with nearly 3 years of experience in client reporting, product portfolio management, and equity research. He has expertise in responding to RFPs, RFIs, and DDQs for asset management firms and investment banks. Kadam has a strong skill set including the Microsoft Office suite, Bloomberg, and financial modeling. He holds an MBA in finance and seeks opportunities where he can apply his analytical and client service abilities.

Uploaded by

Lost
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 2

Rahul Rangrao Kadam

Phone:09870052424
E-Mail:[email protected]

~Client Reporting~ RFP, RFI, DDQ ~ Product Portfolio Management


Industry Preference: Asset Management/ Investment Banks/Research Firms

A proficient analyst with expertise in strengthening companies to lead in highly competitive situations

SKILL SET PROFILE SUMMARY


 A competent professional with nearly 3years of experience in Client Reporting
(RFP, RFI DDQ), Product Portfolio Management, Equity Research.
Client Reporting
 Expertise in the usage of MS-Excel, Advanced Excel, VBA Macros, Bloomberg,
Client Servicing
Capital line.
Equity Research  Comprehensive knowledge of various financial subjects like Fixed Income, Security

Product Portfolio Management Analysis, Portfolio Management, Capital Markets & various GIPS Standards.
 Sound knowledge of Equity Research, Fundamental research, Equity Valuation,
Investment Management
Financial modelling.
Team Management  A result-oriented individual with strong analytical, communication, interpersonal
and organizational skills.

ORGANIZATIONAL EXPERIENCE

Since Sept’17: JPMorgan Chase & Co., Pre sales Analyst

 Responding to RFP (Request for Proposal)/RFI (Request for Information)/DDQ (Due Diligence Questionnaire) serving all
vehicles, products and client types.
 Successfully on boarded EMEA and Emerging markets RFP/DDQ/RFI business from London team.
 Understanding client business requirements, reviewing RFPs and analyzing RFP requirements in order to write, answer,
organize and edit proposal content.
 Develop a good understanding of the various products and the systems used by clients, consultants, team members and
portfolio managers.
 Primary responsibilities include managing and writing responses to requests for proposals and information, as well as
completing client due diligence questionnaires.
 Liaises closely with colleagues across the all Client Business and Client Portfolio Management groups to deliver high
quality, consistent and cohesive quantitative and qualitative information to existing clients invested in retail and
institutional products.
 Creating and updating promotional material in conjunction with investment and marketing professionals.
 SME for International Equity range of products.
 Maintaining and preparing the repository for future RFP and Proposal support.

Since Nov’15: BlackRock Asset Management, Pre sales Analyst

 Responding to RFP (Request for Proposal)/RFI (Request for Information)/DDQ (Due Diligence Questionnaire) serving all
vehicles, products and client types.
 Primary responsibilities include managing and writing responses to requests for proposals and information, as well as
completing client due diligence questionnaires.
 Current role involves exposure to groups across the firm, works across the full range of BlackRock products, and provides
interaction with institutional, retail and iShares client teams globally.
 Liaises closely with colleagues across the all Client Business and Portfolio Management groups to deliver high quality,
consistent and cohesive quantitative and qualitative information to existing clients invested in retail and institutional
products.
 SME for iShares range of product.
 Closely working on the ALADDIN tool and leveraging the same to gain more insights on the development of the tool.
 Maintaining and preparing the repository for future RFP and Proposal support.
 Preparing pipeline reports and forecasts to predict effective team capabilities.

May’14 to June’14: DALAL & BROACHA STOCK BROKING PVT. LTD as Intern in Equity Research

 Conducted in-depth Fundamental Analysis on Mid-Cap Companies in FMCG sector.


 Have Done Financial Modeling, Relative valuation, Asset valuation & Presented Analysis Report to senior research analyst
on daily basis.
 Consolidated and analyzed financial data of listed companies (Dabur, Britannia, Godrej consumer Product).
 Identified good Quality, mispriced stock with long term investment horizon.
 Suggested Long Term Calls From FMCG Sector to the Reporting Manager.
 Have attended Investor Conference Call of Dabur India Ltd.

KNOWLEDGE PURVIEW

 Merit of having sound knowledge for various topics like:


o Equity research and equity valuation.
o Financial application systems such as Bloomberg and Capital line.
o Various investment products & investment strategies backed by sound theoretical knowledge of various financial
subjects like Fixed Income, Security Analysis, Portfolio Management, Capital Markets and various GIPS Standards.
o Project management skills.

ACADEMIC DETAILS

 MMS/MBA Finance from University of Mumbai in 2015.


 BMS/BBA (Finance) from University of Mumbai in 2012.

IT SKILLS

 Proficient with the usage of MS Excel, Advance Excel and Bloomberg, Capital line and other Internet Applications.

PERSONAL DETAILS

Date of Birth: 25thDecember 1991


Address: B/102 Parijat Soc., Khopat, Thane (w), Mumbai. 400601.
Languages Known: English, Hindi and Marathi

You might also like