Gaurav Adhikari

Energizer
DISC Type : I

Head of Investment Operations at Payne Capital Management

New York, New York, United States

Overview

Gaurav Adhikari is the Head of Investment Operations at Payne Capital Management, where he has worked for over a decade. He specializes in optimizing portfolio rebalancing and trade execution, leveraging platforms like Black Diamond and Fidelity. He holds a Series 65 certification and an MS from Fordham Gabelli School of Business.

Outside of work, Gaurav loves spending time with his family, exploring new places, and trying different cuisines. He is also an avid follower of the English Premier League.

He has built his entire career at Payne Capital Management, progressing from a Financial Analyst to his current leadership role.

Personality Overview

Informal

Relationship Oriented

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections.

Topics They Care About

Investment Operations
Leads his firm's operations, focusing on portfolio modeling, rebalancing systems, and ensuring precision and compliance in daily trade execution.
Portfolio Management Systems
Has deep expertise using specific industry platforms, including Black Diamond portfolio management systems and Fidelity's trading platforms.
English Premier League
Stated interest as an avid follower of the English Premier League, suggesting a passion for soccer.

Media Appearances

Gaurav has no verified media appearances

Work History

3-2024
Head of Investment Operations at Payne Capital Management
3-2019 - 3-2024
Operations Specialist at Payne Capital Management
6-2017 - 3-2019
Trade Desk Associate at Payne Capital Management
10-2015 - 6-2017
Financial Analyst at Payne Capital Management

Education

1-2022 - 5-2023
Master of Science - MS from Fordham Gabelli School of Business
8-2011 - 5-2015
Bachelor of Arts - BA from The College of St. Scholastica

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York, New York, United States Job Level : Mid-senior Designation : Head of Investment Operations at Payne Capital Management
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Insights For Selling To Gaurav

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gaurav is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Gaurav

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Gaurav move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Gaurav take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Gaurav

Personality Compatibility


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