Utkarsh Ruhela

IIT ROORKEE

Graduated in the top 10% with a full merit scholarship in Applied Mathematics.

Led student logistics and Finance Club recruiting.

ICICI BANK

Scaled digital-overdraft lending to $200M across 680K accounts.

Launched a subsidy platform serving 4.3M families and reduced fraud by $1.3M annually.

BARCLAYS

Built software and semiconductor portfolio strategies advising clients with $4B+ in AUM.

Increased kdb+ analytics throughput 10×. Led a five-person team supporting $5B in ETF issuance and quadrupled Liquidity Cost Score pricing while retaining every client.

ELEMENTS ASSET MANAGEMENT

Built a $110M real-estate fund’s operating model and deployed $23M in seven months.

Sourced $17M in HNW commitments.

DUKE UNIVERSITY

MBA merit scholar at Fuqua, focused on entrepreneurship and health sector management.

Finance Club Co-President and teaching assistant to John Graham.

DUKE CAPITAL PARTNERS

Lead sourcing and screening for an investment platform with ~$350M in AUM. Led diligence on 13 opportunities; seven advanced to investment.

Built monitoring software covering 250 companies and informing two follow-on investments.

MORGAN STANLEY

Managed the sale process for an asset manager with ~$1T in AUM.

Built Frank, an AI banking agent automating routine tasks across 9 active mandates, including buyer-log and due-diligence updates across email and Microsoft Teams.

ARCA

Work on corporate development and scaling the wealth management business.

Lead growth marketing and strategic partnerships and integrations with fintechs.