Open to opportunities

Rajat Baddi

@rajatbaddi

Message

Finance professional skilled in market research and asset allocation.

India

Message

What I'm looking for

I am seeking opportunities that allow me to leverage my financial analysis skills in a dynamic environment, focusing on equity research and strategic investment decisions.

I am a finance professional and entrepreneur with a strong background in market research, asset allocation, and liquidity management. My experience includes leading a cross-functional team at RR Furnex, where I directed financial planning and analysis, achieving a remarkable 15% month-over-month revenue growth and enhancing profit margins by 35-40%. My strategic approach to financial operations has allowed me to optimize working capital and execute high-value transactions effectively.

Previously, I served as a Probationary Officer at South Indian Bank, where I supported investment portfolio management and monitored liquidity risk to ensure compliance with regulatory standards. My internship at HDFC Life provided me with hands-on experience in equity research, where I developed a comprehensive business valuation framework and conducted technical analysis to optimize portfolio composition. I am passionate about leveraging my skills in financial analysis and equity research to drive strategic investment decisions.

Experience

Work history, roles, and key accomplishments

Current

Entrepreneur

Current

RR Furnex

Dec 2023 - Present (1 year 6 months)

Led a cross-functional team to manage a retail furniture showroom, driving financial planning and analysis, optimizing inventory costs, and achieving significant revenue growth. Successfully executed high-value B2B transactions while enhancing customer engagement and operational efficiency.

Financial Planning Asset Allocation B2B Digital Marketing Logistics Coordination Revenue Customer Engagement

Probationary Officer

South Indian Bank

Jun 2023 - Jul 2023 (1 month)

Supported investment portfolio management and monitored liquidity risk and capital adequacy, ensuring compliance with regulatory standards. Authorized interbank deals and executed trade settlements with precision.

Portfolio Management Regulatory Compliance Financial Reporting Interbank Transactions Fund Position Updates

Equity Research Intern

HDFC Life

May 2022 - Jul 2022 (2 months)

Conducted comprehensive analysis of large-cap pharmaceutical stocks, developing valuation frameworks and performing technical analysis to optimize investment strategies. Gained hands-on experience in portfolio construction and quantitative screening.

Equity Research Valuation Quantitative Screening DCF Modeling

Education

Degrees, certifications, and relevant coursework

Christ University

Master of Business Administration, Finance

2021 - 2023

Grade: 3.3/4.0

Pursued an MBA in Finance, focusing on financial analysis, investment strategies, and market research. Developed skills in portfolio management and financial modeling.

Institute of Hotel Management Bangalore

Bachelor of Hotel Management, Hospitality Management

2018 - 2021

Grade: 68%

Completed a Bachelor of Hotel Management, gaining knowledge in hospitality management, customer service, and operational efficiency in the hotel industry.