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Vikram Soorma
Partner, Portfolio Manager at Foster Dykema Cabot & Partners, LLC
About
Based on available verified sources, Vikram Soorma is confirmed as a Partner and Portfolio Manager at Foster Dykema Cabot & Partners, LLC, a wealth management firm based in Waltham, MA. While search results do not specify his investment focus, sectors, or notable achievements, the following biography leverages your provided background and experience—ensuring accuracy by cross-referencing independent sources for his current role at the correct firm. Any gaps in details are due to the absence of further public information in the search results regarding his specific investment expertise or achievements.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Foster Dykema Cabot & Partners | Partner, Portfolio Manager | Jan 2015 to Present | • Equity Research: Conduct sector and stock level research in US large cap universe to provide differentiated alpha generating investment ideas for client portfolios • Fund Research: Responsible for s... |
| SCS Financial | Research Analyst - Equities and Real Assets | Jul 2012 to Jun 2014 | • Responsible for the ongoing management of over $2.0B equity and real assets fund-of-funds portfolio • Determined tactical and strategic asset allocations for domestic, international and emerging mar... |
| Pyramis Global Advisors (a Fidelity Investments Company) | Director, Competitive Strategy and Decision Support Analyst | Jun 2010 to Jun 2012 | • Led the annual benchmarking process for Pyramis (Fidelity’s institutional asset management arm) while evaluating its strategies and performance against its peers • Helped senior management develop a... |
| Fidelity Investments | Director, Mergers and Acquisitions Analyst | Mar 2008 to Jun 2010 | • Evaluated over 10 new strategic growth opportunities for Fidelity, including acquisitions, divestitures, strategic alliances and new lines of businesses • Led due diligence and valuation of two $400... |
| Fidelity Investments | Sr. Financial Analyst | Jun 2005 to Mar 2008 | • Analyzed and managed Fidelity Management & Research Company’s (“FMR”, Fidelity Investment’s parent company) Balance Sheet and Capital Structure, including forecasting the financing needs for the tot... |
| Lucent Technologies | Sr. Engineer and Project Manager | Jun 1999 to Jul 2003 | • Managed four large turnkey technology projects representing approximately $75M of invested capital • Provided pre-sales costing and business development support for new contracts. |
Education
The George Washington University School of Business
MBA, Finance
2003 — 2005
Pune University
BE, Electronics and Telecommunications
1995 — 1999
Skills & Expertise
Portfolio Management
Valuation
Equities
Strategy
Financial Modeling
Asset Management
Hedge Funds
Mutual Funds
Investments
Corporate Finance
Alternative Investments
Equity Research
Due Diligence
Capital Markets
Fixed Income
Bloomberg
Financial Analysis
Asset Managment
Business Analysis
Investment Banking
Risk Management
Private Equity
Business Strategy
Data Analysis
Microsoft Office
Marketing
Customer Service
Management
Capital Structure
Europe
Market
Vendors
Location
Brokerage
Finance
Foreign Exchange
Business Administration
Road
IT Portfolio
Benchmarking
Revenue
Feasibility Studies
Security
Funding
Allocations
Boston
Brio Query
Commentary
Profit
Forecasting
Asia
Engineering
Reports
Asset Allocation
Fund of Funds
Strategies
Sophisticated
Acquisitions
New Business Development
Amortization Schedules
Robust
Project Management
Research
Alcatel
Multinational
Capital
Pre Sales
Analysis
Pune
Global Operations
Segments
Space
Debt
Strategic Growth
ARM
Fidelity
Client Services
Business Development
Technology Projects
Pertrac
Sheet
Decision Support
Carve Outs
Liquidity
Project
Contractual Agreements
Divestitures
Pricing
Responsibility
Chartered Financial Analyst
BPO
International
Executive Management
Portfolio
Interest Rate Swaps
Target Costing
Academic
Manager Selection
FactSet
Subsidiaries
Charter
Financial Services
Morningstar
Canada
India
Rate
Asset
Welfare
Conceptual Modeling
Strategic Alliances
Retirement
Mergers and Acquisitions
Evaluation
Others at Foster Dykema Cabot & Partners, LLC (3)
| Name | Role | Location |
|---|---|---|
| Senior Investment Analyst and Head Trader | Boston, MA , United States | |
E Ed Terwilliger | Senior Investment Analyst and Head Trader | Boston, MA , United States |
 | Chief Investment Officer | Boston, MA , United States |
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