Palak Jain
New Delhi
Summary
MBA Finance graduate with expertise in asset management and equity research. Managed end-to-end RFP processes at BlackRock’s US Wealth Advisory team, ensuring collaboration across sales, product, and compliance teams for effective client proposals. Conducted fundamental equity research during an internship at Motilal Oswal, analyzing company performance and preparing detailed sector reports. Proficient in investment products including mutual funds, ETFs with strong capabilities in financial analysis and client documentation.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Analyst, USWA RFP Team
BlackRock
Mumbai
06.2021 - 06.2025
- Facilitated end-to-end RFP/RFI processes for institutional and wealth management clients, ensuring timely, high-quality responses that secured new business and retained existing mandates.
Managed approximately 300 due diligence questionnaires including standard RFIs and RFPs over three years, enhancing client trust and satisfaction. - Collaborated with sales, product strategists, legal, compliance, and subject matter experts to craft tailored responses aligned with client investment objectives.
- Researched and articulated BlackRock’s investment philosophy, strategies, risk management practices, and operational capabilities in clear, client-centric language.
- Maintained and updated RFP content database (e.g. deligence Vault) to ensure accuracy, consistency, and compliance with regulatory standards.
- Contributed to business development efforts by providing compelling, customized RFP responses that positioned BlackRock competitively in the asset management industry.
- Ensured adherence to SEC, FINRA, and internal compliance standards while preparing proposal documents.
- Developed strong understanding of investment products (mutual funds, ETFs, SMAs) and the U.S. wealth advisory landscape.
- Enhanced efficiency and content quality by streamlining processes and suggesting improvements to response templates and knowledge libraries.
Analyst Intern, USWA RFP Team
BlackRock
Mumbai
01.2021 - 06.2021
- Facilitated completion of Standard RFIs and Due Diligence questionnaires in collaboration with team members.
Processed over 70 questionnaires within a six-month period. - Engaged with clients to address inquiries and provide necessary information.
- Researched potential investments to assist with due diligence investigations by compiling and analyzing financial information.
- Participated in team meetings to discuss project updates and share insights.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Summer internship
Motilal Oswal
Mumbai
03.2020 - 05.2020
- Analyzed market trends and investment opportunities through team collaboration.
- Researched various financial instruments and evaluated performance metrics.
- Gathered requirements and provided updates during client calls.
- Prepared a research report on fundamental analysis of automobile sector stocks.
Education
MBA - Finance
ICFAI Business School
Mumbai03-2021
Bachelor of Commerce( Honours) - Accounting And Finance
Sambalpur University
Rourkela06-2019
Higher Secondary School (ISC) - Commerce
St. Joseph Convent School
Rourkela01-2016
Secondary School Certificate -
St. Joseph Convent School
Rourkela01-2014
Skills
- RFP management
- Equity research
- Investment product knowledge
- Industry and company analysis
- Client-centric communication
- Cross-functional collaboration
- Content management tools
- Advanced Excel and PowerPoint
- Attention to detail
Certification
- Certificate in investment banking: complete ratio analysis in the year 2020.
- Certificate in complete financial analyst course, 2020
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Analyst, USWA RFP Team
BlackRock
06.2021 - 06.2025
Analyst Intern, USWA RFP Team
BlackRock
01.2021 - 06.2021
Summer internship
Motilal Oswal
03.2020 - 05.2020
MBA - Finance
ICFAI Business School
Bachelor of Commerce( Honours) - Accounting And Finance
Sambalpur University
Higher Secondary School (ISC) - Commerce
St. Joseph Convent School
Secondary School Certificate -
St. Joseph Convent School
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