Zevio Rodrigues

Director of Investor Relations - Hedge Funds @Morgan Stanley

US

Managing Investor relations for hedge fund firms with approx.$8.5B in Asset under management.• Capital statements, Contract notes, K1 documents, Audited Financial Statement and OM package distribution to Investors.• Investment Portfolio Management for major Institutions and retail investors.• Providing Investment management services to Clients and Investors (HNWIs)• Identify system enhancements that reduce operational risk, create operational efficiency or improve client experience (includes testing of user interface/applications in test environment and production)• Dealing in alternative investments vehicles like Private Equity.• Assigned by Management on a Short Term Assignment to Bangalore for transitioning client deliverable. Leadership• Training and mentoring of individual team members with the assistance of Managers /Team Leaders.• Provide honest, constructive feedback to the team to aid their ongoing development.• Ensure that individual team members are aware of the policies, controls and procedures that apply to their role.• Providing an escalation point for Managers / Team Leaders (and other team members as appropriate). Client • Analyze and tailor bespoke reporting for clients.• Discuss operational issues with a client by maintaining breach of confidentiality.• Maintain an awareness of industry developments that impact investor servicing.• Present accurately our services to both existing and prospective clients. Projects• Participating in the key elements of the project life cycle (Specification, Testing and Operational Implementation).• Core member of the BU to drive work life balance for the function.• Actively involved in BU projects pertaining to restructuring of system work flow.

Wilson College, Mumbai

Bachelor of Business Administration (BBA), Finance, General

University of Mumbai

Master of Business Administration - MBA, Corporate Finance,