RAHUL JAIN

Manager Wealth Operations at AUM Capital Market Private Limited
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Contact Information
Location
IN
Languages
  • English Full professional proficiency
  • Tamil Native or bilingual proficiency
  • Rajasthani Native or bilingual proficiency
  • Hindi Full professional proficiency

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Credentials

  • Digital Acumen
    PwC
    Sep, 2022
    - Sep, 2024
  • Financial Markets : A Beginners Module of NCFM
    NSEIT LIMITED
    Aug, 2021
    - Sep, 2024
  • NISM Series 5-A Mutual Fund Distributors
    National Institute of Securities Markets (NISM)
    Apr, 2021
    - Sep, 2024

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Manager Wealth Operations
      • Jan 2023 - Present

      Fixed Income - Dealer Fixed Income - Dealer

    • Professional Services
    • 700 & Above Employee
    • Tax Associate
      • Apr 2022 - Jan 2023

      Newyork Federal Assets & Wealth Management Investment Management- Private equity clients. • Preparation of Federal Tax Returns, Workpapers, K-1, K-2, K-3s for Partnerships (1065 & 1120). • Developing and delivering high quality and timely services and deliverables to the clients. • Developing collaborative relationships with the colleagues internally and in the US by interacting & working as a team. • Worked on some of State Returns, 1042 and 1042s, Foreign form like 8858 & 8865.

    • Financial Services
    • 700 & Above Employee
    • Finance Internship
      • Jun 2021 - Sep 2021

      PADMAVATI SECURITIES AND INVESTMENTS Franchise of IIFL Securities · Analyse the working of capital market · Performed Intra-day trades and managed 8 portfolio per-month PADMAVATI SECURITIES AND INVESTMENTS Franchise of IIFL Securities · Analyse the working of capital market · Performed Intra-day trades and managed 8 portfolio per-month

    • Non-profit Organizations
    • 1 - 100 Employee
    • NGO Internship
      • Jan 2021 - Jan 2021

      Dignity : Menstrual Kit & Awarenes • Fund raising through crowd funding • To provide menstrual kit for 100 girls • Awareness about dignity menstrual kit • Led a team of 10 members to plan and conduct NGO activities for our project dignity kit Dignity : Menstrual Kit & Awarenes • Fund raising through crowd funding • To provide menstrual kit for 100 girls • Awareness about dignity menstrual kit • Led a team of 10 members to plan and conduct NGO activities for our project dignity kit

    • Accounting and Auditing
      • Oct 2017 - Apr 2018

      • Exposed to various activities in the field of Accounting and auditing • Engaged with client's negotiated through interpersonal skills • Coordinated with superiors in auditing of firm's client's financial statements • Exposed to various activities in the field of Accounting and auditing • Engaged with client's negotiated through interpersonal skills • Coordinated with superiors in auditing of firm's client's financial statements

Education

  • ITM Group of Institutions
    PGDM, Finance
    2020 - 2022
  • SRM University
    Bachelor of Commerce - BCom, General
    2017 - 2020
  • Velammal Vidhyashram
    12, commerce
    2016 - 2017
  • Velammal Vidhyashram
    10
    2014 - 2015

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