Vinay Narayanan Email & Phone Number

Austin, Texas, United States

Fund Manager of the Longhorn and Endowment Funds with $20 million AUM

Worked on a summer Special Purpose Entity project with Bank of America's GCIB global outreach team.

Irving, Texas, United States

Primarily responsible for researching and providing a resolution for brokerage (FINRA related) complaints that deal with money transfers, money movement, retirement account disputes, and monetary reconciliation. Learned how to use various software including Pega, Agent Desktop, and Smart Station. Quickly learned to resolve cases and use the software’s required in half the time it normally takes and provide succinct and efficient resolutions to the Clients and the Financial Advisors for the case.

San Francisco Bay Area

Received all FINRA licenses (SIE, Series 7, Series 66) and Life Accident and Health Insurance license. Brought in clients for the company utilizing various sales techniques, marketing meetings, etc.

San Francisco Bay Area

Worked under Portfolio Managers and Director(s) of Operations. I was able to learn how to use various programs and tools such as Bloomberg, Lightkeeper (risk software), and Clienteer to manage and handle clients’ profiles. Worked on various Data Analysis and Data Cleansing Projects such as creating figures/tables on various positions we had in certain companies and the numerical pros and cons of active management vs. buy and hold strategies. Many of the results I found through my research ended up being used by the firm in their pitchbook presentation which they used to attract certain clients. I also created various add-on’s in various spreadsheets to increase efficiency and streamline operations

Orinda, California

Worked under a financial advisor and learned different investing strategies and worked extensively with excel andword to complete various data analysis projects about trying to predict false signals with the S&P 500. Alsoworked on communication skills by calling various companies and setting up meetings to bring in money intoMorgan Stanley. Ended up bringing in around 2.5 million dollars into the company within a few months of networking.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Arts - Ba, Economics

Ba, Applied Mathematics