Rohit Dadlani

Rohit Dadlani

Business Intelligence

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  • Timeline

  • Skills

    Basel II
    Executive Management
    Portfolio Management
    Business Analytics
    Prime Brokerage
    Client Analysis
    Equity Capital Markets
    Cross Selling
    ETFs
    Fixed Income
    Corporate Finance
    Valuation
    Financial Modeling
    Hedge Funds
    Project Finance
    Emerging Markets
    FX Options
    Equity Research
    Financial Risk
    Asset Management
    Relationship Management
    Structured Products
    Credit Risk
    Structured Finance
    Risk Management
    Alternative Investments
    Delta One
    Market Risk
    Equity Derivatives
    Bonds
    Commodity
    Mutual Funds
    Financial Structuring
    Swaps
    Interest Rate
    Credit Derivatives
    Middle Office
    Interest Rate Derivatives
  • About me

    Director, Equities @ Credit Suisse | ESG Investing

  • Education

    • Bombay Cambridge School

      -
    • CFA Institute

      2022 - 2022
      Certificate in ESG Investing
    • Harvard Business School Online

      2020 - 2021
      Other; Certificate in Sustainable Business Strategy Sustainability Studies Complete

      Sustainable Business Strategy is a short-term certificate program from Harvard Business School Online. Sustainable Business Strategy provides participants with the knowledge and tools to become a purpose-driven business leader. .The course endeavors to explore different business models that companies use to drive change and explain why purpose-driven businesses are in the best position to tackle the world’s biggest problems. Participants learn how to influence management and other key… Show more Sustainable Business Strategy is a short-term certificate program from Harvard Business School Online. Sustainable Business Strategy provides participants with the knowledge and tools to become a purpose-driven business leader. .The course endeavors to explore different business models that companies use to drive change and explain why purpose-driven businesses are in the best position to tackle the world’s biggest problems. Participants learn how to influence management and other key stakeholders on the competitive advantages of being a purpose-driven firm, and how to make a difference by integrating values into strategy without sacrificing profit. The program was developed by leading Harvard Business School faculty and is delivered in an active learning environment based on the HBS signature case-based learning model. Show less

    • University of Mumbai

      2001 - 2003
      MMS - MBA Management
    • University of Mumbai

      1998 - 2001
      B.Com Graduation - Commerce
  • Experience

    • Dun & Bradstreet

      Oct 2003 - Jun 2004
      Business Intelligence
    • ICICI Bank

      Jul 2004 - Nov 2006
      IBG - Global Remittances
    • Deutsche Bank

      Dec 2006 - Nov 2007
      Sr. Analyst - BMG
    • Credit Suisse

      Nov 2007 - now

      Heading the Client Analytics function for Prime Services, Equities. Part of the Analytics team of Equities - Prime Services division.

      • Director, Equities

        Jan 2020 - now
      • Vice President

        Jan 2015 - Dec 2019
      • Assistant Vice President

        Jan 2011 - Dec 2014
      • Associate

        Nov 2007 - Dec 2010
  • Licenses & Certifications

    • Certificate in ESG Investing

      CFA Institute
      Oct 2022