Shraddha Rahate

Funds Product Specialist | CIO Global Investment Management APAC

Role: Associate Director - CIO Global Investment Management Apac, Fund Investment Solutions at UBS
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

About Shraddha Rahate

Investment products and wealth management professional with 8+ years of experience across PMS, AIF, and portfolio solutions for Ultra-HNWI and institutional clients.Focused on product evaluation, due diligence, governance alignment, and post-launch execution. Experienced in working with CIO teams, relationship managers, legal, compliance, and operations to deliver scalable, client-centric investment solutions.

Experience

Associate Director - CIO Global Investment Management Apac, Fund Investment Solutions
UBS
Sep 2025 — Present

Education

University of Mumbai
Master of Business Administration (M.B.A.), Finance
2015 — 2017
University of Mumbai
Bachelor’s of Management Studies, Business Administration and Management, Finance
2012 — 2015

Skills

Leadership
Market Research
Customer Service
Strategic Planning
Public Speaking
Business Development
Strategy
New Business Development
Team Building
Management
Project Management
Social Media
Social Entrepreneurship
Microsoft Office
Team Management
Business Strategy
Entrepreneurship
Microsoft Excel

Contact information

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Work email
•••••@ubs.com
Personal email
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Current company

瑞银集团

Financial Services · 117K employees · Founded 1862

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.* * Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal

ubs.com

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