Aditya Rao

Aditya Rao Email and Phone Number

Driving Success in Wealth & Asset Management @ Aligned Capital Partners Inc.
burlington, ontario, canada
Aditya Rao's Location
Toronto, Ontario, Canada, Canada
About Aditya Rao

Analytical and client-focused professional with over 5 years of experience in wealth and asset management with a background in finance and first-hand experience in quantitative & qualitative research, investment management, and client acquisition along with practical expertise in the fin-tech space in product building, customer life-cycle management and strategy. Throughout my career, I have driven initiatives that improve financial planning processes and boost operational efficiency at major investment firms. I also drive success in building and managing a global multi-asset portfolio, providing clients with wealth and investment strategies, financial advice, and product solutions tailored to their financial goals.Tools & Techniques: MS Office Suite (Word, Excel, PowerPoint) | Power BI | Google Spreadsheet Automation | SQL | Bloomberg | Morningstar

Aditya Rao's Current Company Details
Aligned Capital Partners Inc.

Aligned Capital Partners Inc.

View
Driving Success in Wealth & Asset Management
burlington, ontario, canada
Employees:
216
Aditya Rao Work Experience Details
  • Aligned Capital Partners Inc.
    Business Analyst
    Aligned Capital Partners Inc. Apr 2024 - Present
    Toronto, Ontario, Canada
  • Aligned Capital Partners Inc.
    Investment Operations Associate
    Aligned Capital Partners Inc. Nov 2023 - Mar 2024
    Toronto, Ontario, Canada
  • Buglerock Capital (Formerly O3 Securities)
    Investment Associate
    Buglerock Capital (Formerly O3 Securities) Jan 2021 - Nov 2023
    Bangalore Urban, Karnataka, India
  • O3 Wealth & Asset Management
    Investment Analyst
    O3 Wealth & Asset Management Apr 2018 - Dec 2020
    Bangalore Urban, Karnataka, India
  • Jain (Deemed-To-Be University)
    Guest Faculty
    Jain (Deemed-To-Be University) Jun 2022 - Jan 2023
    Bengaluru, India
  • O3 Capital
    Summer Intern
    O3 Capital Apr 2017 - May 2017
    Bengaluru, India
  • Harmoney Wealth Advisory Services India Pvt Ltd
    Financial Planning Executive
    Harmoney Wealth Advisory Services India Pvt Ltd Jun 2015 - May 2016
    Bengaluru Area, India

Aditya Rao Education Details

Frequently Asked Questions about Aditya Rao

What company does Aditya Rao work for?

Aditya Rao works for Aligned Capital Partners Inc.

What is Aditya Rao's role at the current company?

Aditya Rao's current role is Driving Success in Wealth & Asset Management.

What schools did Aditya Rao attend?

Aditya Rao attended Christ University, Bangalore, Sri Bhagawan Mahaveer Jain College.

Who are Aditya Rao's colleagues?

Aditya Rao's colleagues are Mark Matsumoto, Paige Cassidy, Sasha Djurdjevic, Paula Phelps, Jonathan Goodman, Craig Schleyer, Morgan Scannell.

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