Rahul Bahl

Fidelity International

Role
Investment Specialist Equities (Asia - Ex Japan) at Fidelity International
Location
Gurugram, IN
LinkedIn followers
500 followers

About Rahul Bahl

Meticulous and goal-oriented professional with extensive passion for identifying business opportunities, evaluating tools for business development, and assessing multi-manager portfolios. Recognised for in-depth knowledge of current market trend and economic situation. Skilled at performing financial evaluation, evaluating fiscal metrics, and conducting competitive market research. Passionate number cruncher with expertise in computing financial ratios and determining project’s key performance indicators. Possessed with exceptional communication, interpersonal, relationship-building, knowledge, collaboration, analytical, influencing and leadership skills. Renowned for exemplary public speaking abilities.

Experience

  1. Investment Specialist Equities (Asia - Ex Japan)

    Fidelity International

    Aug 2021 — Present · Gurugram, IN

    Key Responsibilities include :\\\\n\\\\nPart of Asian Equities - ex Japan product management team working with Portfolio Management to communicate product offerings, portfolio positioning and current market outlook and review pieces to distribution channels.\\\\n\\\\nWrite monthly, quarterly and yearly attribution commentary for the Mutual funds and separate accounts.\\\\n\\\\nResponsible for analyzing current portfolio positioning, attribution, market and investment themes and assist in responding to ad hoc sales & marketing inquiries, completion of Requests for Proposals (RFP’s).\\\\n\\\\nSupport the Portfolio Manager and client servicing teams with preparation and customization of client presentation materials by understanding the client needs and collaborating with relevant stakeholders with an aim to produce high quality client-centric material, supporting business growth.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

  • CFA

    CFA Level II, Investments and Securities

    2012 — 2014

  • CIMA

    Associate's degree, Management Accounting

    2013 — 2015

  • ACCA

    Accounting and Finance

    2009 — 2011

  • Panjab University

    Bachelor's degree, Accounting and Finance

    2007 — 2010

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Rahul Bahl — Investment Specialist Equities (Asia - Ex Japan) at Fidelity International in Gurugram, IN | Unifers