Rachit Agrawal joined Julie Morrison’s team as a Portfolio Management Assistant in March 2025. He aids in delivering account administration, portfolio management, and the highest level of customer service. Rachit brings a strong background in investment operations and client service.
Before joining the team, Rachit worked with RBC Investor Services as a Fund Accountant in the mutual fund operations. In this role, he was a member of the valuation team and responsible for calculating values of various funds. Prior to that, Rachit served as an Assistant Manager at IDBI Bank in India, where he conducted detailed credit analyses and managed a portfolio of high-net-worth clients. He further expanded his expertise as a Business Development and Market Research Lead with Schulich Startups, where he led fundraising initiatives, collaborating with foundations, family offices, and philanthropic organizations.
Rachit holds an MBA from the Schulich School of Business at York University and is a CFA level III candidate.
Outside of work, he enjoys exploring new music and cuisines, spending time with family and friends, and building meaningful connections while meeting new people.
