RAHUL MALKAN
Mumbai
Summary
Seasoned financial markets professional with a 19-year track record of generating alpha through proprietary trading and investments. Currently enhancing my expertise through an Executive Program in Investment Banking & Capital Markets to deepen my knowledge of corporate finance, valuation, and capital markets. Seeking to apply my proven ability in delivering risk-adjusted returns and my newly fortified skill set to a portfolio management or research role within a mutual fund.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Proprietary Trading – Derivatives Trader
KIFS LTD
05.2016 - Current
- Managed a proprietary book, conducting research and discretionary trading to generate consistent alpha and risk-adjusted returns.
- Analyzed market trends and data to inform trading decisions, enhancing portfolio performance.
- Monitored market trends, economic data, and corporate actions to identify and capitalize on high-probability investment opportunities.
- Conducted comprehensive post-trade analysis, refining strategies based on performance metrics and market feedback.
Relationship Manager, Retail Banking
HDFC BANK
04.2015 - 02.2016
- Provided financial planning and investment advisory services to High Net Worth (HNW) and Super HNW clients.
- Analyzed client feedback and market trends to inform strategic recommendations for service improvements.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Managed and grew HNW relationships through strategic cross-selling and portfolio enhancement, achieving assigned business targets.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Process Supervisor, Global Trade Services
DBOI GLOBAL SERVICES – DEUTSCHE BANK
06.2013 - 03.2015
- Liaised with front-office traders on trade lifecycle management, including root cause analysis, issue resolution, and exposure reporting.
- Automated key processes to reduce turnaround time and enhance team efficiency, producing detailed performance reports for management.
- Trained and mentored team members on effective workflow practices and process improvements.
- Coordinated cross-functional teams to streamline communication and improve project delivery timelines.
- Supported continuous improvement initiatives by actively participating in brainstorming sessions, identifying opportunities for change, and assisting with implementation efforts as needed.
- Implemented process optimizations that enhanced productivity and reduced operational bottlenecks.
Senior Manager, Key Accounts Management
ASIT C MEHTA INVESTMENTS LTD
11.2012 - 05.2013
- Advised key clients on equity and derivatives trading and investments, generating revenue through tailored portfolio reviews and strategic advice.
- Analyzed market trends, corporate announcements, and quarterly results to provide data-driven investment recommendations.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Manager, Principal Strategies Group
MOTILAL OSWAL SECURITIES LTD
04.2008 - 01.2011
- Managed trading and investments in derivatives and capital markets, specializing in relative value and arbitrage strategies.
- Tracked corporate actions and results, utilizing valuation models to determine fair value and inform trading positions.
- Analyzed performance metrics to identify areas for improvement and drive strategic initiatives.
- Mentored staff, fostering professional development and enhancing overall team capabilities.
Derivatives Analyst, Structured Products
SHAREKHAN LTD
10.2006 - 01.2008
- Managed proprietary funds in derivatives, focusing on relative value and arbitrage strategies.
- Analyzed and communicated key market dynamics to inform investment decisions.
- Improved trading strategies by conducting in-depth market research and analysis of macroeconomic trends.
Junior Associate, Treasury
EDELWEISS CAPITAL LTD
05.2005 - 10.2006
- Managed the proprietary trading book & grew the fund size and Sharpe ratio.
- Facilitated reporting on market opportunities and tracked corporate and regulatory actions.
Education
Executive Program - Investment Banking & Capital Markets
Indian Institute of Management - Calcutta
Kolkata, India04-2026
Post Graduate Program - Management (MBA)
S.P. Jain Institute of Management & Research
Mumbai01.2011
Post Graduate Diploma - Securities Law
Government Law College
Mumbai01.2010
Bachelor of Management Studies - Finance
Wilson College
Mumbai01.2005
Skills
- Trading And Investments: Derivatives Pricing & Trading Arbitrage Strategies Hedging Techniques Algorithmic Trading
- Quantitative Analysis: Python Programming VBA Back-testing Models Data Analysis & Automation
- Research & Valuation: Fundamental & Technical Analysis Corporate Action Tracking Economic Event Analysis
- Risk & Portfolio Management: Risk-Adjusted Return Optimization Exposure Management
- Markets & Tools: Indian Equity & Derivatives (NSE) Bloomberg Advanced Excel MIS Reporting
Accomplishments
- Consistently generated strong risk-adjusted returns through proprietary derivatives strategies.
- Developed automated Python and VBA programs for strategy back-testing and data analysis, significantly enhancing research efficiency and process accuracy.
Certification
Quantitative Trader Certification – Quantify Capital
Languages
English
Hindi
Marathi
Gujarati
Interests
Sports, Chess, Table Tennis, Cricket
Timeline
Proprietary Trading – Derivatives Trader
KIFS LTD
05.2016 - Current
Relationship Manager, Retail Banking
HDFC BANK
04.2015 - 02.2016
Process Supervisor, Global Trade Services
DBOI GLOBAL SERVICES – DEUTSCHE BANK
06.2013 - 03.2015
Senior Manager, Key Accounts Management
ASIT C MEHTA INVESTMENTS LTD
11.2012 - 05.2013
Manager, Principal Strategies Group
MOTILAL OSWAL SECURITIES LTD
04.2008 - 01.2011
Derivatives Analyst, Structured Products
SHAREKHAN LTD
10.2006 - 01.2008
Junior Associate, Treasury
EDELWEISS CAPITAL LTD
05.2005 - 10.2006
Post Graduate Program - Management (MBA)
S.P. Jain Institute of Management & Research
Post Graduate Diploma - Securities Law
Government Law College
Bachelor of Management Studies - Finance
Wilson College
Executive Program - Investment Banking & Capital Markets
Indian Institute of Management - Calcutta