Vedant Jain

Experience

• 

  Royal Bank of Scotland

  Jul 2013 - Aug 2013

  Summer Analyst

  • Prepared a report and presented to a panel of senior executives, on a series of various proposals and initiatives for the sustainable expansion of RBS’s retail banking sector in India.• The report required a deep awareness of the rapidly changing dynamics of the retail-banking sector, both in India and globally. Primary research through surveys, analysis of competitor’s solutions, along with a deep understanding of RBS’s own unique situation and feasibility were involved.

• 

  Aditya Birla Money MyUniverse

  Aug 2014 - Sept 2014

  Private Wealth Management Intern

  • Directly facilitated the acquisition of new clients, with a cumulative investment of $110,000.• Understood complex investment vehicles, including private equity, structured insurance, and portfolio management service, for the HNI clientele.• Conducted meetings with key current and prospective clients, to identify their risk profile and objectives, and advised them on possible short-to-medium-term investment avenues.

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  Indcap Advisors Pvt. Ltd.

  Feb 2016 - Feb 2018

  Senior Analyst

  Mid-Market investment bank, focused on capital markets and strategic advisory for mid-sized companies in India; worked closely with partners in a client-facing role

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  Hurdle Rate Advisors

  Feb 2018 - May 2021

  Senior Associate

  Boutique investment bank, focused on M&A and strategic advisory in India; managed multi-million-dollar client relationships and responsible for day-to-day coordination and due diligence with clients and investors

• 

  Bellerophon DMCC

  Jun 2021 - Jun 2023

  Portfolio Manager

  Hedge fund focused on US equities and derivatives; led a team of 3 and co-managed the investment portfolio, and investor relations.