Aditya Rao
Business Analyst at Aligned Capital Partners Inc
Based in Toronto, Canada
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Seniority
Staff
Department
General Business & Management
Location
Toronto
Industry
Financial Services
Company size
320
Contact information
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a•••••••@alignedcapitalpartners.com
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Background
About Aditya Rao
Analytical and client-focused professional with over 5 years of experience in wealth and asset management with a background in finance and first-hand experience in quantitative & qualitative research, investment management, and client acquisition along with practical expertise in the fin-tech space in product building, customer life-cycle management and strategy. Throughout my career, I have driven initiatives that improve financial planning processes and boost operational efficiency at major investment firms. I also drive success in building and managing a global multi-asset portfolio, providing clients with wealth and investment strategies, financial advice, and product solutions tailored to their financial goals. Tools & Techniques: MS Office Suite (Word, Excel, PowerPoint)| Power BI | Google Spreadsheet Automation | SQL | Bloomberg | Morningstar
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