When Nimai Jain earned a bachelor’s in mechanical engineering from the University of Mumbai in 2017, he was embarking on a different path from his father and grandfather, who worked in the stock market in India. Within a year, Jain took another unexpected turn: his curiosity for numbers took hold, and he secured a job as a real estate analyst for Morgan Stanley Capital International.
Jain successfully completed two of the three levels for a Chartered Financial Analyst designation and developed expertise in audit document review, company valuation, and investment analysis across various asset classes.
“Having this knowledge enables me to take a strategic, big-picture approach when evaluating business performance and making financial decisions,” he said.
Jain realized he wanted to learn more about business and explored opportunities to expand his education, which led him to the M.S. in Finance program at Georgia State’s Robinson College of Business.
The program equipped Jain with time management and prioritization skills, which he leverages daily at Synpulse, a boutique management and consulting strategy firm based in Zurich, Switzerland. Upon his graduation in 2022, he landed a full-time position as a consultant, and has since been promoted to senior consultant.
“At Robinson, I developed a deep understanding of the wealth management and retirement industries, gaining insights into the structure and management of 401(k) plans, Roth IRAs, and investment strategies in the U.S. market,” he said.
Jain’s graduate studies heavily prepared him for his role at Synpulse, where he works with one of the largest multinational banks in the world, within the wealth management department’s retirement field.
“What I learned in the program helped me accelerate and get up-to-speed really fast,” he said.
Jain is in the midst of his fourth major project at Synpulse. He considers the positive feedback from clients to be his greatest career achievement so far.
One initiative involved spearheading the digitization of more than 200 client-facing banking forms and developing a secure online portal that facilitates seamless document exchange through e-signature capabilities.
“Given the stringent regulatory requirements set by the SEC and the Department of Labor, ensuring full compliance while enhancing operational efficiency was a top priority,” he said. “This solution significantly streamlined account opening processes, reduced turnaround times by 80 percent, and drove measurable improvements in the bank’s overall performance.”
Jain also contributed to the design and implementation of an advanced tool enabling financial advisors to assess a client’s profile, priorities, and overall situation—and ultimately offering data-driven recommendations and financial education while ensuring full compliance with Department of Labor regulations, particularly those governing the transfer of retirement assets.
“By embedding compliance checks directly into the platform, the tool reduces regulatory risk and provides financial advisors with a structured, error-free framework for delivering client guidance,” he said.
Because of the tools and resources he developed at Robinson, Jain is making a difference for clients across the world.