Phani Raj

Phani Raj Email and Phone Number

Portfolio Management-Team Leader @ Bank of America
charlotte, north carolina, united states
Phani Raj's Location
Hyderabad, Telangana, India, India
About Phani Raj

Role: Portfolio Management AssociateA Portfolio Management Associate with 7 years of experience having a strong background in Portfolio administration, Financial analysis, Investment Research and Risk Assessment. Seeking to contribute Investment advisory, analytical expertise and assist in optimizing investment strategies to drive portfolio performance. Committed to providing exceptional support to portfolio managers and delivering value to clients.ACHIEVEMENTS: Increased Portfolio Performance: Successfully implemented strategic changes to investment portfolios, resulting in a 16% increase in overall portfolio returns over a period of 2 years. Client Satisfaction: Received consistent positive feedback from clients for delivering exceptional service, achieving a client satisfaction 5 star rating and maintaining long-term client relationships. Contributed to firm growth: Actively participated in business development activities, including client acquisition and retention efforts, leading to an increase in assets under management (AUM) or the expansion of the firm's client base.Technical Skills: Portfolio Analysis Investment Research Risk Assessment Financial Modeling Asset Allocation Market Research Mergers and AcquisitionsSoft Skills: Communication, Interpersonal skills Attention to detail, Critical thinking, emotional intelligence Teamwork, Proficiency in English, Time management Ethics and integrity Due diligence, compliance Performance Evaluation Portfolio Rebalancing Client Relationship Management Microsoft Excel, Word Financial statements analysis Collaboration with team, adaptability Negotiation skills, Strong business acumen, Leadership management. Presentation skills Resilience

Phani Raj's Current Company Details
Bank of America

Bank Of America

View
Portfolio Management-Team Leader
charlotte, north carolina, united states
Employees:
250057
Phani Raj Work Experience Details
  • Bank Of America
    Portfolio Management- Team Leader
    Bank Of America Nov 2023 - Present
    Hyderabad, Telangana, India
  • Bank Of America
    Portfolio Management- Team Leader
    Bank Of America Nov 2023 - Present
    Hyderabad, Telangana, India
  • Kbg Associates
    Portfolio Management Associate
    Kbg Associates Mar 2019 - Oct 2023
    Hyderabad, Telangana, India
    A Portfolio Management Associate with 7 years of experience having a strong background in Portfolio administration, Financial analysis, Investment Research and Risk Assessment. Seeking to contribute Investment advisory, analytical expertise and assist in optimizing investment strategies to drive portfolio performance. Committed to providing exceptional support to portfolio managers and delivering value to clients.
  • Kbg Associates Hyderabad
    Portfolio Management Analyst
    Kbg Associates Hyderabad Jan 2016 - Mar 2019
    Hyderabad, Telangana, India
    Conducted fundamental research and financial analysis of potential investment opportunities, including company analysis, industry research, and financial modeling. Assisted portfolio managers in conducting due diligence and evaluating investment risks and returns. Prepared investment presentations and reports, summarizing research findings and providing investment recommendations. Monitored and analyzed portfolio performance, identifying areas for improvement and implementing… Show more Conducted fundamental research and financial analysis of potential investment opportunities, including company analysis, industry research, and financial modeling. Assisted portfolio managers in conducting due diligence and evaluating investment risks and returns. Prepared investment presentations and reports, summarizing research findings and providing investment recommendations. Monitored and analyzed portfolio performance, identifying areas for improvement and implementing necessary adjustments Show less
  • Kbg Associates
    Mergers And Acquisitions Analyst
    Kbg Associates Jan 2012 - Jan 2016
    Hyderabad, Telangana, India
    Conducted comprehensive financial analysis and due diligence on potential merger and acquisition targets, including financial statement analysis, valuation modeling, and industry research. Prepared detailed financial models, including discounted cash flow (DCF), comparable company analysis, and merger consequences analysis, to assess the financial impact of transactions. Conducted market research and competitive analysis to evaluate industry dynamics and identify potential acquisition… Show more Conducted comprehensive financial analysis and due diligence on potential merger and acquisition targets, including financial statement analysis, valuation modeling, and industry research. Prepared detailed financial models, including discounted cash flow (DCF), comparable company analysis, and merger consequences analysis, to assess the financial impact of transactions. Conducted market research and competitive analysis to evaluate industry dynamics and identify potential acquisition targets. Assisted in the preparation of investment memorandums, pitch books, and presentations for clients and senior management. Conducted company and industry due diligence, reviewing legal documents, contracts, and financial reports to identify potential risks and opportunities. Show less

Phani Raj Education Details

Frequently Asked Questions about Phani Raj

What company does Phani Raj work for?

Phani Raj works for Bank Of America

What is Phani Raj's role at the current company?

Phani Raj's current role is Portfolio Management-Team Leader.

What schools did Phani Raj attend?

Phani Raj attended Osmania University, Hyderabad, The Institute Of Company Secretaries Of India.

Who are Phani Raj's colleagues?

Phani Raj's colleagues are Sami Habibi, Nihar Konireddy, Susan Clunis, Alice E. Wang, Jake Shrider, Mba, Maura Carew, Diane Kelly.

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