Arjit Rai
Private Equity- Portfolio Management Group Equity & Derivatives/Mutual fund/Bond/standard settlement instruction/Fixed Income
- Role
- Portfolio Management Associate at AllianceBernstein
- Location
- Gandhinagar, GJ, IN
- LinkedIn followers
- 500 followers
About Arjit Rai
Financial Analyst with good experience in Reference Data and Trade operation. Passionate…
Experience
Portfolio Management Associate
May 2024 — Present · Pune, IN
I basically serve as a link between the portfolio management team and trading desks, where I invest client\'s funds(buy- Stocks, MF, Bond, ETF)as per their desired assets allocation.I generate cashflows out as per client request from their portfolio by selling relevant equity, MF, Bond and ETF\'s without hampering client asset allocation.I rebalance the client portfolio due to market movement and I also do the quality control check in the client portfolio along with I close the account and flag them Do-Nothing as per client request.I do tax- estimate in case of different assets allocation.
Education
Ramachandran International Institute Of Management (RIIM Pune)
PGDM, Finance/Marketing
2020 — 2022
Taradevi Harakhchand Kankaria Jain College
BCom - Bachelor of Commerce, Accounting and Finance
2015 — 2018
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