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Oil Corporation Registered Representative

Location:
Jersey City, NJ
Posted:
July 11, 2022

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Resume:

Raj Rajeshwar Singh Sisodia

+1-857-***-**** adrphm@r.postjobfree.com www.linkedin.com/in/rajeshwarsisodia/ Passionate and goal driven individual with experience in equity research, alternative investments, portfolio management, investment banking and M&A along with exceptional client management, communication, problem solving and analytical skills. Broad knowledge of numerous financial instruments and investment strategies. Relevant Experience

FIDELITY INVESTMENTS (NFS) —New Jersey, USA Dec 2020 – Present Alternative Investment Representative Associate: Supported trades and transfers group during pandemic by executing increased volume of physical trade orders, stock sell transactions according to SEC regulations, Capital calls, receive and delivery of AI positions, daily execution of $30B in AI assets and over 3,000 cusips

● Reconciled Investment Sell accounts by communication with fund representative ensuring bulk wires up to $3 million into client’s account for number of shares redeemed and balanced clients’ accounts using financial operation programs;

● Regularly communicated with industry leading contra custodians (LPL, Schwab, Pershing, TD), top performing fund companies who represent the assets on platform (CAIS, Goldman, ICAP) for ensuring clients requests executed;

● Daily Assisted Registered Representative and end client’s (NFS, IWS, FFOS, PI) requests by analyzing clients trading history using workspace and prioritizing the service queue according to capital call notice and tender offer deadlines. ACEE Consulting —New York, USA May 2020 – Dec 2020 Investment Analyst Intern: Presented price targets, buy, sell & hold recommendations to individual clients based on top-down market research and evaluating financials of underlying assets.

● Researched and presented investment opportunities to existing and potential clients to improve portfolio returns and reduce risk by diversifying investments in different industry such as HealthCare, REIT, Automotive with optimal weights. StockTrack (Global Portfolio Simulation) —Boston, USA Jan 2020 – Mar 2020 Portfolio Analyst: Led a team of 5, developed an algorithm using python to scan sectors, categorized undervalued and overvalued companies (DCF Model) and identified weights for efficient frontier using Sharpe ratio.

● Created leverage by using 130:30 long-short strategy and produced 17% return on investment. AMPLIFY TRADING (Partnership with Morgan Stanley) —London, UK Nov 2018 External Analyst: Performed tasks such as prepositioning by leveraging bank, mitigated risk associated by efficiently communicating bid/ask spread to sales trader and by deleveraging in small quantities, as a Market maker.

● Communicated with clients and market makers to develop client relationship and reduce risk by quoting 2-way price to client efficiently as a sales trader, earning highest commission & number of trades with zero fat figure;

● Applied technical and fundamental analytic strategies, positioned assets and managed portfolio by distributing weights according to risk and return as a Hegde fund Trader, making a return of 18%. IDBI CAPITAL MARKETS AND SECURITIES LTD (MNC) —Mumbai, India Sep 2016 – Dec 2016 Investment Banking Off-Cycle Intern: Conducted research, reviewed, analyzed and presented, data and reports to senior colleagues and contributed to decision making for a leading financial services company.

● Reduced workload by creating financial models including discounted cash flow (DCF), precedent transaction analysis, comparable companies and by creating pitch books for transactions between $100m to $300m;

● Integrated in-depth sensitivity and scenario analysis for 15+ key assumption in models into sell-side materials in form of football field’ graphs for better understanding of clients;

● Identified 10 key performance indicators by conducting research on $13.6 billion M&A transaction in hospitality industry. INDIAN OIL CORPORATION LTD (FORTUNE 500)—Jaipur, India Nov 2015 – Dec 2015 Business Intelligence Analyst intern: Examined business and optimized operations by creating an intranet portal for India’s largest commercial enterprise with $54bn revenues.

● Developed a portal used by 300+ employees, optimizing business processes such as inventory management, order tracking, and financial reporting and led a team of 3 interns Education

Master of Finance (MFIN) - Corporate Finance & Valuation, FinTech and Portfolio Management Mar 2020 HULT INTERNATIONAL BUSINESS SCHOOL—Boston, USA

Master of International Business (MIB) - Investment Banking, Private Equity and Entrepreneurial Finance Aug 2019 HULT INTERNATIONAL BUSINESS SCHOOL—London, UK

Bachelor's in Engineering of Computer Science - Microsoft Office; Python; C++; C#; MySQL; VBA. Jun 2017 UNIVERSITY OF PUNE—Pune, Maharashtra, India

Skills & Certification

Harvard Business School (Certificate): Leading with Finance; Yale University (Certificate): Financial Markets;

Research paper: Published international IEEE (world’s largest technical publication) conference paper on applications of machine learning and data mining in financial modeling and valuation; 38th Senior National Softball Championship, India (MEN): Representing Maharashtra, Led team to finals; NGOs: Volunteered for issues such as LGBTQ rights, Handicap & underprivileged support and gender equality.



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