Research Analyst Certification (NISM-Series-XV)

Commodities Derivatives Programme

Introduction to Securities & Investment (International) English

Taught 8 underprivileged children English for 6 weeks

English Teacher

Bachelor of Business Administration - BBA

Fund Accounting at a hedge fund 
- Reported Equity, Debt, and F&O Trades to custody and banker on a daily basis, and updated performance grid
- Updated Holdings files regularly which included equity and debt Demat quantities as on a particular date
- Updated NAV, Allocated units to new clients, redeemed units of existing clients, Handled the payout processes of redemptions
- Calculated Investible AUM, Debt and Mutual Fund P&L, and Performance Fees everyday
- Sent out statements to clients such as Initial Contribution Statements, Redemption Statements, and Additional Contribution Statements

Fund Accounting Team - Hedge Fund

The second largest bottling company of PepsiCo's beverages in the world
• Closely worked with the invoicing and data entry department for their expansion project - Sandila, Hardoi (new plant)
• Assisted in preparation of vendor reconciliation (Lunarmech Tech Pvt. Ltd) and bank reconciliation statements for 1 month
• Filed declaration certificates, and certificates of recycling as a part of their plastic waste management initiative (CSR) 
• POC of 10 distributors of Pepsi, tracked their payments and provided them the VISI coolers
• Visited factory and learned about the procurement, production, distribution process, and other Standard Operating Procedures
• Professional Recognition: Got to interact with the company’s COO directly for exceptional performance

Finance & Accounting Intern

• Assist in onboarding the client's investment portfolio by reviewing and interpreting legal agreements and comprehending trustees' reporting. 
• Push data onto the proprietary platform - Crest - using various loaders in order to monitor the position/performance of investment transactions. 
• Covenants, concentration limits, and other key metrics tests are calculated and monitored.

Analyst - Portfolio Management Group

Building UpBusiness to redefine the global trust standard for B2B services.

We believe the biggest business gap globally is trust.

Businesses today operate in an environment where choosing the right service providing company is uncertain and high risk. Buyers face constant fear of scams, exaggerated claims, and a lack of real verification. The process is time consuming, fragmented, and driven by incomplete information, leading to poor decisions and loss of time, money, and energy.

At the same time, high quality service providing companies struggle to get high quality clients. Visibility is limited, credibility has to be repeatedly proven, and there is no strong platform to build long term reputation and credibility. As a result, they miss out on growth, better clients, premium pricing, and brand positioning.

UpBusiness is built to solve this at its core.

Every company listed is verified. Every review is verified. Only a select number of high quality service providing companies are

Omkar Rao

CEO & Co-Founder at UpBusiness | Ex-Hedge Fund Analyst & Portfolio Management Analyst | Ex-Oxane | Ex-True Beacon |