Rohan Shaw

Experience

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  Freelance (Self employed)

  Aug 2013 - Jul 2017

  Private Tutor
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  Nirmal Bang

  Jan 2019 - Feb 2019

  Internship Trainee

  Project Synopsis:- Developed and executed client acquisition strategies to generate new leads in equity, commodity, currency markets, and mutual funds.- Provided personalized investment advice to clients based on their individual needs and risk tolerances.- Proactively resolved customer queries and complaints to ensure a positive client experience.

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  PwC Acceleration Centers in India

  Sept 2019 - Jan 2023

  Associate 2 - Reviewer (Account Management CoE)

  Key responsibilities:- Research and analyze current & past financial data.- Prepare reports on the above information and communicate the insights of these reports.- Collect, summarize, and synthesize information related to key executives/decision-makers of organizations.

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  Apollo Global Management, Inc.

  Jan 2023 - now

  Credit Secondaries - Analyst

  Part of the Credit Secondaries Investment team and assisting them on all stages of the investment process & data-oriented projects.• Classify company, asset, and fund-related data• Maintain CRM and manage databases related to secondaries• Classify documents appropriately and consistently• Assist the team in regular and ad-hoc data projects• Maintain and manage portfolio monitoring process