Nitesh Vaidya, CFA

Assistant Director at Acuity Knowledge Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Bengaluru, Karnataka, India, IN

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jun, 2021
    - Nov, 2024

Experience

  • Acuity Knowledge Partners
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Assistant Director
      • Apr 2023 - Present

    • Delivery Manager
      • Oct 2021 - Mar 2023

    • Delivery Lead
      • Apr 2020 - Sep 2021

      Senior RFP writer in the Fund Marketing Support division of Acuity Knowledge Partners (Formerly Moody's Analytics Knowledge Services), supporting one of the largest US based asset manager.

    • Senior Associate
      • Jan 2017 - Mar 2020

      RFP writer in the Knowledge Services division of Moody's Analytics.

    • Analyst
      • Dec 2015 - Dec 2016

      RFP writer in the Knowledge Services division of Moody's Analytics.

  • Epic Research Limited
    • India
    • Financial Services
    • 100 - 200 Employee
    • Trainer - Market and Sales/ AM Grade I
      • Jul 2014 - Feb 2015

      Training the sales team, providing them knowledge related to financial market. Training the sales team, providing them knowledge related to sales, client handling, client filtering, communication with client and product pitching. Client acquisition and retention with regular revenue generation to achieve targets. Team handling. Market analysis and research. Assisting clients with their portfolio investments. Training the sales team, providing them knowledge related to financial market. Training the sales team, providing them knowledge related to sales, client handling, client filtering, communication with client and product pitching. Client acquisition and retention with regular revenue generation to achieve targets. Team handling. Market analysis and research. Assisting clients with their portfolio investments.

  • Angel One
    • India
    • Financial Services
    • 700 & Above Employee
    • Service Executive
      • Nov 2012 - Aug 2013

      Order Punching. Client acquisition and retention. Client Training and development. Market analysis and research. Assisting clients with their portfolio investments. Order Punching. Client acquisition and retention. Client Training and development. Market analysis and research. Assisting clients with their portfolio investments.

  • CapitalVia
    • India
    • Financial Services
    • 300 - 400 Employee
    • Business Analyst
      • Sep 2010 - Oct 2011

      Client acquisition and retention with regular revenue generation to achieve targets. Team building and handling. Training and development. Market analysis and research. Assisting clients with their portfolio investments. Client acquisition and retention with regular revenue generation to achieve targets. Team building and handling. Training and development. Market analysis and research. Assisting clients with their portfolio investments.

Education

  • CFA Institute,Charlottesville, Virginia, USA
    Finance
    2013 -
  • Acropolis Institute Of Tech. And Research
    Bachelor of Engineering (B.E.), Electronics and Communication
    2006 - 2010
  • Shri Vaishanv Academy
    Higher Secondary, PCM
    2001 - 2006

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