Raj Agarwal

Junior Investment Operation Manager - Wealth @Scalable Capital

Munich, DE
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WORK HISTORY

Aug 2024 — Present

Junior Investment Operation Manager - Wealth @Scalable Capital

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Munich, DE

Responsible for managing assets valued at over €2 billion, contributing to the firm’s commitment to operational excellence.•Execute and monitor daily payment, trading, and client data processes, ensuring seamless financial services for Wealth Management clients.•Manage communication and coordination with external partners, including custodian banks, to align on service expectations and standards.•Oversee risk mitigation through time-sensitive tasks, maintaining full control over financial transactions and ensuring regulatory compliance.•Support the development and refinement of Scalable operational processes, collaborating cross-functionally to accommodate the rapid growth of the business.•Conduct in-depth analyses and gather critical data to inform strategic decision-making.

ABOUT RAJ AGARWAL

Finance + operations professional working at the intersection of process, data, and…

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Raj Agarwal — Junior Investment Operation Manager - Wealth at Scalable Capital in Munich, DE | Unifers