Rachita Itagi
Bengaluru
Summary
Dynamic financial professional committed to precision and proactive problem-solving in a fast-paced fintech environment. Passionate about continuous learning and skill development, consistently seeking opportunities to enhance expertise. Exceptional communication skills facilitate effective client engagement, ensuring a deep understanding of client needs and delivering tailored solutions. Eager to contribute to innovative projects that drive financial success and foster professional growth.
Overview
7
7
years of professional experience
Work History
Client Advisor Support- Global Private Banking
JP Morgan Chase & Company
11.2023 - Current
- Project managed different processes end-to-end. (Client Onboarding, Suitability, Cross-Border, Periodic Reviews, Client Custody Fees)
- Contributed to Digital Adoption strategies including DocuSign & JPOI. (client interface)
- Ensuring consistent high quality support with Advisor experience and Client experience.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
- Collaborated with team members to develop innovative solutions for complex client needs.
- Worked on automating different processes, reducing time spent and improving client experience.
- Analyzed client feedback to identify areas for improvement, leading to enhanced service delivery.
- Prepared and presented detailed reports on client portfolio performance for client meetings.
Associate
Morgan Stanley
07.2022 - Current
- Actively managed and performed daily hedge fund accounting for various EMEA funds and analysis for critical decision-making purposes.
- Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.
- Studied in-depth various financial products often used in Hedge Funds. ( Swaps, Options, Equity, FX and other derivative products )
- Calculation of daily NAV, P&L analysis and daily trade reconciliations.
- Performed accounting solutions to Hedge Funds for independent valuation, investor transparency and regulatory compliance.
- Coordinate and communicate with various onshore teams and Fund Managers in providing insights and suggestions to improve UX for clients.
- Authored daily roll forward schedules to maintain operational continuity.
Analyst
Goldman Sachs
05.2022 - Current
- Worked along with the GP monitoring team to accomplish audited files every quarter.
- Worked on analyzing specific and unique partnership nuances to help teams take strategic decisions.
- Worked along with Investor's Cash Flow team in booking all types of cash flows specific to funds.
- Worked on different types of internal systems and applications in booking cash flows.
- Worked with GP valuation team with reviewing specific numbers of a fund.
Private Equity - Controllers Interns
Goldman Sachs
05.2021 - 06.2022
- Worked along with Goldman Sachs's Asset Management division for monitoring, evaluating and reviewing GS funds.
- Worked along with private equity fund admins for the process of GP valuation and monitoring.
- Reviewing weekly reports of fund audits.
- Analyzing Audited Financial Statements to understand fund's performance and resolve pending requests.
- Worked on Portfolio Rebalancing Process of GS Vintage funds.
- Determining the process of buying and selling stakes of existing partners.
- Studied the impacts of daily transactions on different teams of accounting, cash and capital calls team.
- Reviewing single class and multi class structured funds.
ACCOUNT MANAGER
ZOMATO INDIA
05.2018 - 10.2019
- (02 MAY 2018 – 13 SEPTEMBER 2019) Key Responsibilities –.
- Build and maintain strong, enduring client relationships.
- Serve as a lead point of contact for all customer account management purpose.
- Forecast and track key account metrics.
- Negotiate contracts and close agreements to maximize profits.
- Develop trusted advisor relationships with key accounts and other potential key accounts.
- Clearly communicate the progress of weekly/monthly performances based on specific projects and campaigns.
- Ensuring successful and timely delivery of suitable solutions according to client requirements.
Education
MBA - Marketing & Finance
St. Joseph's Institute of Management
Bengaluru, India03-2022
Bachelor of Commerce - Marketing
Chirst University
03-2018
12th Grade - Commerce
Army Public School
03-2015
Skills
Excellent communication skills
Client relationship management
Sales skills
Teamwork and collaboration
Microsoft Office
Customer service
Problem-solving
Effective communication
Organizational skills
Time management
Accomplishments
- Silver Medalist- MBA Finance and Marketing.
- Won Best Manager Title - Pinnacle Intra College Fest.
- Market survey on launching wide marketing campaigns pan city wise.
- Studying the various competitive strategies prevailing in the market.
- Won an award for academic excellence.
- Core organizing committee member for organizing Inter department college fest MITIGE.
Timeline
Client Advisor Support- Global Private Banking
JP Morgan Chase & Company
11.2023 - Current
Associate
Morgan Stanley
07.2022 - Current
Analyst
Goldman Sachs
05.2022 - Current
Private Equity - Controllers Interns
Goldman Sachs
05.2021 - 06.2022
ACCOUNT MANAGER
ZOMATO INDIA
05.2018 - 10.2019
MBA - Marketing & Finance
St. Joseph's Institute of Management
Bachelor of Commerce - Marketing
Chirst University
12th Grade - Commerce
Army Public School
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