Zevio Rodrigues

Zevio rodrigues

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location of Zevio RodriguesNew York, New York, United States
Followers of Zevio Rodrigues1000 followers
  • Timeline

  • About me

    Director of Client Relations for Hedge Fund /Private Equity - Morgan Stanley

  • Education

    • Wilson college, mumbai

      2010 - 2012
      Bachelor of business administration (bba) finance, general

      Activities and Societies: Drama ,College fest Specialised in finance

    • Boys high school ,allahabad

      1996 - 2008

      Activities and Societies: • Represented City at District & State level in Subroto Cup-2012 • Represented City at State level in Gymnastic. • Awarded Best Batsmen in cricket in Major Goldstein tournament, Shimla. • Awarded Best Boxer in Boys’ High School. • St. Andrews House-Vice captain

    • University of mumbai

      2014 - 2016
      Master of business administration - mba banking, corporate, finance, and securities law a

      Activities and Societies: • Campus representative for college at Siksha.com(2014-2015) • Awarded 1st place in business quiz in MBA.(Intra college-2014) • 1st Place for AD-Making in MBA. (Intra college-2014) . • 2nd place in Marketing Plan in MBA .(Intra college-2014) • Represented College at the Business Standard quiz in the western region Final(2014)

  • Experience

    • Tata consultancy services

      Jan 2013 - May 2014
      Foreclosure specialist

      Loan Servicing & advisory for Citibank under GLO (Global Lending Operations) – TCS E-serve Ltd. Identify, track and selling defaulted properties & experience in foreclosure, bankruptcy and mortgage servicing

    • Stock holding corporation of india limited

      May 2015 - Jun 2015
      Management trainee

       Building and maintaining healthy relationship with client through Financial services and expanding customer base segment. Creation of newsletter for Investor to gain insight into across various Investment vehicle.

    • Morgan stanley

      Jan 2016 - now
      Director of investor relations - hedge funds

      • 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. Show less

  • Licenses & Certifications