Hritik Naik work email
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Hritik Naik personal email
I am a Finance student at Drexel University's LeBow College of Business, graduating in March 2024. My passion for analytics within emerging markets and mid-cap sectors for Wealth Management has flourished during my latest co-op experiences at Wealth Management firms.At my previous co-op, Mill Creek Capital Advisors, I maintained daily deposits, tracked account balances, constructed personal weekly performance reports for high net worth clients, and produced monthly required minimum distribution reports for a team of senior analysts. I also gained valuable experience in using various essential tools, such as Bloomberg Terminal, Microsoft Excel, SQL, Charles Schwab, Redtail CRM, Addepar, Black Diamond, and SAP. Previously, at Fairman Group Family Office, I created performance reports and detailed investment returns for high profile clients, learned the process of creating and determining certain factors of asset allocations, and developed social skills in a corporate environment and business meetings.I am eager to leverage my skills and passion in a challenging and rewarding role within the finance industry, where I can contribute to the success and growth of the organization. My specific interests lie in private equity, portfolio management, and risk assessment. Let's connect and explore how I can add value to your organization!
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Loan Services AnalystBlackrockWilmington, De, Us -
AnalystBlackrock Sep 2024 - PresentWilmington, Delaware, United States -
Equity Analyst For Drexel Dragon FundDrexel University'S Lebow College Of Business Mar 2023 - Sep 2024Philadelphia, Pennsylvania, United States- Analyzed Health Care Sector and did Asset Allocation for Drexel Endowment Fund- Utilized tools such as Factset and Bloomberg Terminal to help make decisions -
Private Wealth Management SpecialistMill Creek Capital Advisors Sep 2022 - Mar 2023Conshohocken, Pennsylvania, United States• Monitored daily deposits leveraging the Charles Schwab portal to evaluate the sufficiency of account balances for essential trading operations• Perform data analysis and compile research to generated customized weekly performance summaries for managers and clients with assets under management (AUM) of up to $200 million• Generated monthly required minimum distribution (RMD) reports for clients holding retirement accounts, ensuring compliance with regulatory requirements• Implemented effective cash management strategies to ensure the maintenance of accurate account values amid daily trade volatility• Proactively created data reports with multiple elements and decision criteria to help with transparency and analysis• Leveraged Black Diamond portal to enhance Client Relationship management -
Wealth Management InternFairman Group Family Office Sep 2021 - Mar 2022Chesterbrook Pa• Conducted in-depth investment analysis and provided comprehensive investment return assessments for a client portfolio valued at up to $100 million in assets under management (AUM)• Worked as part of a fast-paced team to create asset allocation strategies, including assessing, and deciding asset weight factors.• Participated in client meetings alongside a financial advisor, contributing to the collaborative development of comprehensive business plans and strategies• Nurtured interpersonal abilities in a corporate environment and while engaging in business meetings -
Tax AssistantThe Chemours Company Sep 2020 - Mar 2021Wilmington, Delaware, United States• Project Managed for tax subcategories, carefully arranging, and classifying them into well-organized spreadsheets• Played a crucial role in the favorable results of substantial accounting and budgeting projects, which had a positive influence on the company's tax year performance.• Assisted in administering payroll for international accounts across 100+ countries as part of global operations• Collaborated and maintained effective communication with various internal departments, including Accounting, Reporting, and Front Office Systems -
Assistant Manager7 11 Jun 2017 - Sep 2019Belmar, New Jersey, United States- Coordinated employees' shifts and priorities around the retail store- Organized finances by keeping track of the amount of inflow and outflow of cash- Evaluated employees' performances to match company policy and performance -
Administrative AssistantAbhzeen Design Inc Jun 2015 - Sep 2019Toms River, New Jersey, United States• Traveled to diverse construction bid locations to gather essential data for prospective projects•Successfully executed time-sensitive administrative tasks related to large-scale government projects• Fostered and managed relationships with subcontractors while facilitating effective communication to ensure job completion• Worked with subcontractors to create a project delivery plan with clear milestones to measure success against. • Played a key role in facilitating business growth, contributing to the expansion of assets from $200 thousand to $1 million between 2015 and 2019
Hritik Naik Education Details
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Finance, General -
Toms River High School NorthHigh School Diploma
Frequently Asked Questions about Hritik Naik
What company does Hritik Naik work for?
Hritik Naik works for Blackrock
What is Hritik Naik's role at the current company?
Hritik Naik's current role is Loan Services Analyst.
What is Hritik Naik's email address?
Hritik Naik's email address is hn****@****cap.com
What schools did Hritik Naik attend?
Hritik Naik attended Drexel University's Lebow College Of Business, Toms River High School North.
Who are Hritik Naik's colleagues?
Hritik Naik's colleagues are Ryan Hu, Nikola Vuckovic, Marlisa Mcginlay, Muskan Bansal, Kamal Ahuja, Chandni Brar, Robyn Watt.
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