Gaurav Adhikari in

Gaurav Adhikari

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Head of Investment Operations at Payne Capital Management
📍 New York, New York, United States

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.

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Experience
10 Years
Current Role
Head of Investment Operations
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Gaurav cares 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.
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Career

Work history

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

Media appearances

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

DISC profile (public)

DISC behavioral profile

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