Rishi J. Email & Phone Number
Who is Rishi J.? Overview
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Rishi J. is listed as FP&A at OnePlan | CFA L2 Cleared | MBA from IIMU at OnePlan, a 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.
Email format at OnePlan
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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.
Rishi J.'s current company
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Rishi J. work experience
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Investment Banking Intern
Equity Research Analyst
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 existing client database, which would improve the efficiency and accuracy5. Diligently built financial models, performed micro and macro level analysis and curated research reports 6. Assisted the Wealth Management department to build an automated model for analysis of mutual funds
Financial Analyst
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 tools like DCF, Public Comparables & Sum of Parts Analysis to value listed entities5. Assisted hedge funds in performing cash-flow quality analysis, scenario analysis and value screens6. Seamlessly performed industry landscaping and fundamental analysis to write research reports7. Curating strategies for $200mn hedge fund through a rigorous tracking mechanism for 15 companies
Fundamental Analyst Intern
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.
Technical Analysis Intern
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.
Colleagues at OnePlan
Other employees you can reach at oneplan.ai. View company contacts for 58 employees →
Greg Davidson
Colleague at OneplanCanada
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SM
Susan Meyer
Colleague at OneplanCarlsbad, California, United States
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Anusha Vemulapalli
Colleague at OneplanUnited Kingdom
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TD
Thabiso Dikgole
Colleague at OneplanCity Of Johannesburg, Gauteng, South Africa
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MS
Mohammed Shahbaz Ahmed
Colleague at OneplanHyderabad, Telangana, India
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SK
Shawn Kim
Colleague at OneplanGreater Seattle Area, United States
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Florin Ungureanu
Colleague at OneplanLos Angeles Metropolitan Area, United States
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DR
Deborah R.
Colleague at OneplanCarlsbad, California, United States
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Brandon Baker
Colleague at OneplanUnited States
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JJ
Jatin Joshi
Colleague at OneplanRajasthan, India
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Rishi J. education
Master Of Business Administration - Mba
Bachelor'S Degree, Accounting And Finance
Cfa Level 2 Cleared
Ib, Economics
Education record
Frequently asked questions about Rishi J.
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 Greg Davidson, Susan Meyer, Anusha Vemulapalli, Thabiso Dikgole, 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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