Rashmi Khare
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Director at Social Finance, Inc.
Boston, Massachusetts 500+ connections Contact info
Social Finance, Inc.
Tuck School of Business at Dartmouth
About
I am a financial professional with a relationship-driven nature, a comprehensive knowledge of capital markets, and an advanced understanding of trading strategies, valuation procedures, and funding mechanisms. My background includes a solid grounding in investment research, significant transactional experience, and an expert ability to analyze trends. My career reflects a consistent ability to develop new ideas for mobilizing capital and a relentless commitment to quality in both strategy and execution.
I am interested in how the due diligence and investment discipline of finance can be used in the social sector. I am interested in working on economic development, corporate social responsibility, and social causes like financial inclusion and women's advancement.
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Reinventing a Career -- In Impact Investing: Rashmi Khare T’14
Reinventing a Career -- In Impact Investing: Rashmi Khare T’14
Experience
Social Finance, Inc.
Director
Company NameSocial Finance, Inc.
Dates EmployedMar 2015 – Present
Employment Duration4 yrs 9 mos
LocationGreater Boston Area
• Mobilized $2.6M in private funding for 20th PFS Project in the US: Ventura County Project to Support Reentry. Secured over $400,000 in grant funding for project partners to support deal development costs.
• Current Issue areas: education (pre-k, adult learners), criminal justice, juvenile justice, maternal health and early childhood.
• Conduct due diligence on potential non-profit service providers.
• Analyze potential net savings to government.
• Create an integrated service delivery program structure and operations plan to achieve desired social outcomes.
• Draft deal terms with key stakeholders within private, nonprofit and public sector.
• Collaborate with the team to define methodology for quantifying both social and financial returns
• Oversee the development of financial models.
• Identify and measure key performance outcomes.
• Identify investment-worthy social enterprises and create innovative methods to scale and finance social progress.
• Lead contract, financing and capital raise processes.
• Project work featured in Whitney Museum of American Art 2017 Biennial.
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SIBs-Early-Years_Social-Finance_2016_Final.pdf
SIBs-Early-Years_Social-Finance_2016_Final.pdf
CRowland Public Money 2017.jpg
CRowland Public Money 2017.jpg
Kiva.org
Kiva Fellow: Accion East
Company NameKiva.org
Dates EmployedSep 2014 – Dec 2014
Employment Duration4 mos
LocationNYC
• Worked across internal teams and between organizations to change loan life cycle and improve funding rates.
• Created new marketing materials to address key communications issues. Wrote over thirty borrower profiles per month. Led training session for Accion East teams on mechanics of Kiva and strategic partnership.
• Developed strategy to integrate new Kiva initiatives with Accion East work plans.
• Only Kiva fellow placed with US-based field partner.
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Ulupono Initiative
MBA Finance Internship
Company NameUlupono Initiative
Dates EmployedJun 2013 – Aug 2013
Employment Duration3 mos
LocationHonolulu, Hawaii
• Conducted due diligence for investments under consideration, including study of commodities risk and debt service coverage stress testing.
• Developed value chain and relationship maps for water supply and demand on Hawai`i. Identified key drivers and leverage points for senior management presentation. Recommended focus areas to maximize influence.
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Fidelity Investments
Company NameFidelity Investments
Total Duration10 yrs 11 mos
TitleMortgage Trader
Dates EmployedJul 2006 – Apr 2012
Employment Duration5 yrs 10 mos
LocationMerrimack, NH
• Analyzed, recommended, and executed relative value strategies across mortgage products (book size $7B) for nine portfolio managers and five investment mandates with AUM of $225B. Engaged with Complex Operations Group to explore new investment opportunities, including Reverse Mortgages and Prepayment Linked Notes.
• Primary liaison between fund managers and Wall Street traders in all major sector products to deliver solutions, influence decision-makers and drive trades. Traded volumes in excess of $100B during 2007-2008 financial crisis.
• Created marketing presentation for prospective clients explaining agency securitized mortgages, investment team process, and competitive advantage.
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TitleEnd User Developer
Dates EmployedJun 2001 – Jan 2007
Employment Duration5 yrs 8 mos
LocationMerrimack, NH
Developed, maintained and enhanced business critical applications for trading.
• Held simultaneously with Fixed Income Trading positions until 2007.
• Represented business users to enterprise technology group to understand and communicate trading process needs.
• Created front-end infrastructure for the first in-house electronic trading platform.
• Integrated enterprise trade ticket with trading platform, eliminating dependency on front-end Access database and reducing trading operation risk.
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Education
Tuck School of Business at Dartmouth
Tuck School of Business at Dartmouth
Degree NameMBA
Dates attended or expected graduation 2012 – 2014
Activities and Societies: Revers Board Fellow (David's House), Center for Business and Society MBA Fellow 2014 Recipient of the Tuck Class of 1976 Allwin Community Service Award
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Reinventing a Career -- In Impact Investing: Rashmi Khare T’14
Reinventing a Career -- In Impact Investing: Rashmi Khare T’14
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Degree NameSB Field Of StudyEconomics
Dates attended or expected graduation 1997 – 2001
Activities and Societies: Alpha Chi Omega, 2001 Ring Committee, Student Ambassador, Freshmen Seminar Advisor