Rahul Dutt Email & Phone Number

Geneva, Ch

Toronto, On, Ca

New York, New York, Us

• Led internal initiative to minimize manual adjustments in compliance with regulator, generating significant time savings• Engaged in cross-collaborative efforts to improve efficiency of Citi’s financial analysis and reporting• Assisted team with ad-hoc projects and provide creative input on new internal strategic initiatives• Received full-time offer

• Managed portfolios for investors, generating an average annual return of 22.5% with a portfolio beta of 1.3• Developed initial investment ideas and present investment rationales to existing and potential clients• Researched industry trends and company financials in order to develop an opinion on the market’s outlook

• Assisted Partner with Special Projects and reviewing financial budgets for accuracy and adherence to capital allocations• Provided administrative support for Operations Management as well as Sales invoices• Acted as a liaison between office lawyers and clients and assisted clients with general inquiries

• Created and updated spreadsheets in Excel to track changes and trends in the division’s cash balance and expenses• Observed and participated in the division’s strategy meetings and offered analysis and recommendations based on trends• Assisted with research, filing, data entry, and recording and maintaining accurate financial records with clients

• Managed client case records using SmartAdvocate to process medical reports and legal documents• Served as a liaison for all incoming and outgoing communications between clients and paralegals• Managed company collateral material for client distribution and general office• Videographer and publisher showcasing monthly videos for major client wins

Bachelor Of Science In Business, Concentration In Finance

Regents Diploma With Advance Designation