Rishikesh Sanjay Isal
Hyderbad
Summary
Results-oriented finance professional with extensive experience in client guidance, premium product support, tailored portfolio creation, and financial modeling using FactSet, Excel, and advanced MS applications. Recognized for performance excellence and collaborating with top financial institutions. Proven track record of handling complex financial queries. CFA Level 1 candidate (awaiting results) and FRM aspirant seeking opportunities to apply analytical skills and industry knowledge in a dynamic financial role.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work History
Senior Associate, Client Solutions
FactSet Research Systems
Hyderabad
04.2023 - Current
- Conducted in-depth analysis of complex financial documents, including company financials, performance forecasts, and M&A transactions
- Developed tailor-made FactSet models and screens as per client demands, utilizing analytical skills to solve complex queries related to FactSet applications
- Created Portfolio Analysis reports using 3 Factor Brinson Attribution and various performance and risk testing reports, and guided clients in optimizing portfolio performance for banking and wealth management institutions using attribution tools
- Addressed over 3,300 client queries and collaborated with major clients from investment banks and wealth management firms
- Provided valuable insights to clients across the US, APAC, and EMEA regions, enhancing their investment returns
- Generated proofs for FactSet methodologies and actively pitched products, incorporating client feedback for continuous product improvement
Self-employed Option Trader
05.2021 - 02.2023
- Executed short volatility strategies in both intraday and positional trading, focusing on premium collection
- Conducted comprehensive analysis of option chains, max pain, PCR, open interest, and Greeks (Delta, Gamma, Theta, Vega) to assess market sentiment
- Utilized various technical indicators and price action techniques to refine entry and exit strategies and manage risk effectively
Education
Bachelor of Business Administration - Financial Management
GH Raisoni College of Commerce, Science And Technology
Nagpur 01.2017 - 01.2020
Skills
- Financial Modeling
- Valuation
- Derivatives Analysis
- Python
- SQL
- FactSet
- Salesforce
- MS Office Excel
Skillstools
Financial Modeling, Valuation, Derivatives Analysis, Python, SQL, FactSet, Salesforce, MS Office Excel
Certificationscourses
- CFA Level 1 (awaiting results)
- NISM Series-VIII: Equity Derivatives Certification awarded by the National Institute of Securities Markets (NISM)
- DERPO (Derivative Portfolio) Course by SSEI
- Python PSM Module from CFA Institute
- Financial Modelling from Mentor Me Careers
Timeline
Senior Associate, Client Solutions
FactSet Research Systems
04.2023 - Current
Self-employed Option Trader
05.2021 - 02.2023
Bachelor of Business Administration - Financial Management
GH Raisoni College of Commerce, Science And Technology
01.2017 - 01.2020
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