Rachit Jain Email & Phone Number

New York, New York, United States

Lead Finance Officer, Equity Cash and Equity Derivatives

Financial Performance Management for Equities, Fixed Income, and Central Funding businesses

Jersey City, New Jersey, United States

Corporate Development (Mergers & Acquisitions)Perform operational due diligence for strategic initiativesBuild financial models for strategic initiativesFinancial Planning & AnalysisImplemented and actively maintain an executive dashboard that tracks key business metricsSelected to become Project Coordinator for Major Expenditure Requests submitted by India branchProvide input on increasing efficiency in reporting process

Jersey City, New Jersey, United States

Participated in a one year rotational management program while making strategic recommendations to various business unitsProvided extended on-site training and support for Pershing’s largest client as part of its Latin American transition team in Miami

Tutor children from grades 7 to 10 in all required subjects, measurably improving test scores.Create and distribute fliers to successfully advertise tutor services, bringing in 12 new clients.Communicate with prospective clients to set up appointments.

Opened over 120 new cases presented to the organization.Updated clients on their legal status and assisted them in completing formalities.Closed over 150 cases after they were completed by the organization.

Analyzed approximately 30 existing portfolios for clients' accounts.Evaluated mutual funds by asset class and plotted them on Morningstar Style Box.Contacted financial institutions to inquire about products and services.

Promoted specialized software to colleges throughout the northeast region on a regular basis.Proofread and edited advertisements prior to posting to ensure accuracy.Handled customer complaints and directed them to the appropriate departments.