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Rishi J. Email & Phone Number

FP&A at OnePlan | CFA L2 Cleared | MBA from IIMU at OnePlan
Location: Hyderabad, Telangana, India 8 work roles 5 schools
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Current company
Role
FP&A at OnePlan | CFA L2 Cleared | MBA from IIMU
Location
Hyderabad, Telangana, India
Company size

Who is Rishi J.? Overview

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Quick answer

Rishi J. is listed as FP&A at OnePlan | CFA L2 Cleared | MBA from IIMU at OnePlan, a company with 58 employees, based in Hyderabad, Telangana, India. AeroLeads shows a matched LinkedIn profile for Rishi J..

Rishi J. previously worked as Financial Planning Analyst at Oneplan and Chief Manager at Reliance Nippon Life Insurance. Rishi J. holds Master Of Business Administration - Mba from Indian Institute Of Management Udaipur.

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Email format at OnePlan

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OnePlan

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Profile bio

About Rishi J.

A Post graduate from IIM Udaipur with experience in Valuation, Merger & Acquisition and Banking. Possess a thorough knowledge of the Stock Market, Investment Management techniques and Business Valuation Techniques.

Current workplace

Rishi J.'s current company

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OnePlan
Oneplan
FP&A at OnePlan | CFA L2 Cleared | MBA from IIMU
san diego, california, united states
Website
Employees
58
AeroLeads page
8 roles

Rishi J. work experience

A career timeline built from the work history available for this profile.

Financial Planning Analyst

Current

Hyderabad, Telangana, India

Dec 2023 - Present

Investment Banking Analyst

Bengaluru, Karnataka, India

M&A Team

Jun 2022 - Apr 2023

Investment Banking Intern

May 2021 - Jun 2021

Equity Research Analyst

Hyderabad, Telangana, India

1. Single-handedly managed and updated database of 500+ clients everyday and ensured accuracy of data2. Instrumental in performing due diligence and following up with clients for outstanding loans against shares3. Effectively communicated with the Equity Research (ER) department to update haircut offered per stock4. Initiated a few ideas for managing the.

Apr 2019 - May 2020

Financial Analyst

Pune, Maharashtra, India

1. Seamlessly summarised earnings calls of listed entities for $200mn Assets Under Management (AUM) Hedge Fund2. Single-handedly built financial models and performed historical financial analysis for a $500mn Hedge Fund3. Instrumental in updating and creating the financial models and equity research reports post earnings call 4. Utilised sophisticated.

Jun 2018 - Mar 2019

Fundamental Analyst Intern

Mumbai Area, India

I was working with the Equity Research team and I was asked to do a complete research on NBCC ltd. wherein I had to analyze a few aspects about the company and the industry, i.e. order inflow, project execution, takeovers, industry growth and government initiatives. Based on this, I was asked to submit my analysis.

May 2017 - Jun 2017

Technical Analysis Intern

Pcs Securities Ltd

Hyderabad

In the first week of internship, I was given a handout to read the theory on technical analysis. In the next 4 weeks, I was responsible for finding any patterns or trends emerging in a select list of scripts.

May 2016 - Jun 2016
Team & coworkers

Colleagues at OnePlan

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5 education records

Rishi J. education

Master Of Business Administration - Mba

Awarded with the Director’s award for being in the top 5%ile in the batch Member of the Council of Student Affairs: - Managed a budget of.

Cfa Level 2 Cleared

Cfa Institute

+70% in all subjects in Level 1 +70% in all subjects in Level 2

Ib, Economics

The Aga Khan Academy, Hyderabad

Education record

Delhi Public School - Hyderabad
FAQ

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Quick answers generated from the profile data available on this page.

What company does Rishi J. work for?

Rishi J. works for OnePlan.

What is Rishi J.'s role at OnePlan?

Rishi J. is listed as FP&A at OnePlan | CFA L2 Cleared | MBA from IIMU at OnePlan.

Where is Rishi J. based?

Rishi J. is based in Hyderabad, Telangana, India while working with OnePlan.

What companies has Rishi J. worked for?

Rishi J. has worked for Oneplan, Reliance Nippon Life Insurance, Hsbc, Tanvi Financial Services Private Limited, and Tresvista.

Who are Rishi J.'s colleagues at OnePlan?

Rishi J.'s colleagues at OnePlan include Jeremiah Latour, Chadwin Gregory, Mohamed Abdo, Robert Happy, Pmp, Mcts, Mct, and Mohammed Shahbaz Ahmed.

How can I contact Rishi J.?

You can use AeroLeads to view verified contact signals for Rishi J. at OnePlan, including work email, phone, and LinkedIn data when available.

What schools did Rishi J. attend?

Rishi J. holds Master Of Business Administration - Mba from Indian Institute Of Management Udaipur.

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