Vivek Rathi, CFA
product owner at bank of america merrill lynch@ Bank of America Merrill Lynch
301,Sharada Fountain, 5-8-32, Fateh Sultan Lane, Nampally Station Road, Hyderabad 500001
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Vivek Rathi, CFA is an experienced Lead Analyst and CFA Charterholder in the Financial domain with 15.3 years of work experience. He is skilled in financial modeling, analytics, valuation, financial risk, fixed income, credit risk, finance, equities, business analysis, financial services, enterprise risk management, trading, portfolio management, fx options, market risk, and analysis. Vivek has worked at Bank of America Merrill Lynch in the United States as a Product Owner and Senior Analyst, as well as at Tata Consultancy Services in India as an Analyst and Financial Analyst. He holds a PGDM in Finance from the Institute of Management Technology (IMT).
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+91 937913****
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Experienced Lead Analyst and a CFA Charterholder with a demonstrated history of working in the Financial domain. Skilled in Risk Management, Valuation, Financial Modeling, Market Risk, Trading, and Forex Options. Strong analysis background with a PGDM focused in Finance from Institute of Management Technology (IMT).

Work Experience

100 North Tryon Street, Charlotte, NC, 28255, US

Financial Services

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Vivek Rathi, CFA's Professional Milestones

  • Product Owner (2020-04-01~): Successfully launched a new product line and elevated customer satisfaction through proactive product management.
  • Analyst (2008-06-01~2014-07-01): Developed and implemented data-driven strategies to optimize business performance and drive informed decision-making.
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Jawaharlal Nehru Technological University
Jawaharlal Nehru Technological University


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