Open to opportunities

Rhea Rajam

@rhearajam

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Finance professional skilled in investment analysis, client relationship management, and financial modeling.

India

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What I'm looking for

I seek a finance role where I can apply valuation and investment research skills, manage client relationships, and contribute to deal due diligence within a collaborative, growth-oriented team.

I am a finance professional with experience in investment research, client relationship management for UHNI/HNI clients, and transaction analysis across wealth management and corporate finance. I have applied valuation models, DCF and dividend discount methodologies, and supported due diligence on large PE deals while driving AUM growth and strategic partnerships.

I combine technical skills—SQL, Tableau, Microsoft Excel—with strong leadership experience as a student club president and program fellow, and I deliver clear executive presentations and data-driven recommendations to stakeholders.

Experience

Work history, roles, and key accomplishments

Key Account Manager

InCred Wealth

Feb 2024 - Apr 2025 (1 year 2 months)

Managed UHNI/HNI client relationships and provided sell-side equity and debt market analysis to support investment decisions, contributed to due diligence and valuation workstreams for USD 2B PE deals, and sourced opportunities to grow AUM.

Client Relationship Management Valuation Due Diligence AUM Growth Financial Statement Analysis Market Research

Trainee, Finance

Hudson's Bay Company

Dec 2023 - Feb 2024 (2 months)

Performed transaction discrepancy analysis and supported resolution of third-party credit card disputes, collaborating with global teams to clear processing backlogs and ensure accurate chargeback reporting.

Transaction analysis Chargebacks Dispute Resolution Reporting Cross Functional Collaboration Payment Processing SQL

Research Analyst

CFA Institute

Jan 2021 - May 2022 (1 year 4 months)

Applied DCF and dividend discount models, financial forecasting, and investment analysis to produce buy/sell recommendations and won 2nd prize in a regional CFA research competition.

Financial Forecasting Investment Analysis Financial Modeling Equity Research Presentation

Product Analyst

American Integrity Insurance

Jun 2021 - Aug 2021 (2 months)

Built a product management dashboard, extracted and analyzed data using SQL and Tableau, and presented insights to the executive board to inform product decisions.

Product Analytics SQL Tableau Data Analysis Dashboarding Excel

Fellow

Farm Credit Mid-America

Jan 2021 - Mar 2021 (2 months)

Analyzed loan underwriting and originations to support lending decisions and interpreted financial statements to improve documentation and loan efficiency.

Credit Analysis Financial Statement Analysis Risk Assessment Documentation

Education

Degrees, certifications, and relevant coursework

University of Evansville

Bachelor of Science in Business Administration, Finance

Grade: GPA 3.6

Activities and societies: Member of LEAD Forward; President of Finance Club; Treasurer of Business Professionals of America.

Completed a Bachelor of Science in Business Administration with a Finance major, focusing on investments, corporate finance, and managerial accounting; graduated June 2022 with a 3.6 GPA.