RISHABH SHARMA
Shahdara
Summary
- Finance Professional with a PGDM in Finance and Marketing, currently working as a Financial Reporting Analyst at EXL Service for a USA Boutique Investment Bank.
- Skilled in preparing and presenting investment decks and financial reports, including mid-quarter estimates and comprehensive business plans.
- Proficient in maintaining a comprehensive database of investment firms, ensuring data accuracy, and documenting investment focuses and exit activities.
- Experienced in managing and analyzing data using tools like PitchBook and Capital IQ to track investment firms and deal flow in the Fintech sector.
- Expertise in financial reporting and analysis, delivering accurate insights into revenue, expenses, and portfolio performance to support strategic decision-making.
- Adept at risk management and developing strategies to mitigate financial risks, contributing to effective portfolio diversification and enhanced financial stability.
- Strong ability to provide cost reduction recommendations and innovative financial solutions to improve operational performance.
- Effective team player with excellent organizational and time management skills, known for problem-solving and a commitment to leveraging analytical expertise for business growth.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
5
5
Certifications
Work History
Financial Reporting Analyst
EXL Service
07.2023 - Current
Investment Firm Database & Relationship Management | Boutique Investment Bank
- Built and maintained a comprehensive database of Fintech-focused investment firms, tracking profiles, investment strategies, fund sizes, and sector preferences.
- Led client calls to discuss investment opportunities, capital deployment trends, and potential partnerships, aligning firm strategies with market developments.
- Documented investment histories, funding rounds, and exits, while identifying trends in portfolio growth across specific Fintech niches.
- Maintain a record of key decision-makers and contacts at investment firms, including partners, analysts, and associates involved in deal origination.
- Track networking opportunities and key relationship-building milestones, such as meetings, calls, or interactions at industry events
- Integrated data from PitchBook, Preqin, and CB Insights, ensuring accuracy and reliability through regular cross-referencing with external sources.
- Monitored portfolio performance and exit activities, analyzing co-investment patterns and returns to enhance client advisory.
- Created customized reports for internal stakeholders, providing actionable insights into market movements, deal-making trends, and strategic outreach opportunities.
Finance Executive Intern
PNB MetLife Insurance India Pvt. Ltd. - Partnership Distribution
5 2022 - 7 2022
- Managed financial instruments and different products, equity and debt market, market research and analysis, corporate employee engagement and establishing a point of contact, client relationship and servicing.
Marketing and Sales Intern
Naman Enterprise
06.2019 - 08.2019
- Participated and learned about market research, creation of product, customer satisfaction, and establishing tie-ups.
Education
PGDM - Finance and Marketing
IILM Institute For Higher Education
New Delhi 08.2024 - 06.2023
Bachelor of Business Administration -
Ideal Institute of Management And Technology
New Delhi 08.2017 - 12.2020
12th - undefined
Vivekanand Public School
10th - undefined
Vivekanand Public School
Skills
SOFT SKILLS
Problem-solving, Collaborator, Innovator, Project Management, Decision-Making Document Management,Effective Communication, Team Collaboration, Analytical Skills
TECHNICAL SKILLS
Word, Excel, PowerPoint, R Commander, Tableau, Power BI, Salesforce CRM
Certification
MS-Excel Beginner to Advanced - Udemy
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Projects
Venture Capital and Private Equity Portfolio Management
• Worked on
o Segregate and Selection of Sector
o Financial Statement Analysis & Ratio Analysis
o Portfolio Creation & Portfolio Returns (CAGR)
Banking and Risk Management of Axis Bank
• Worked on
o Financial Statements & Ratio Analysis
o Productivity of Axis Bank & Profitability
o GNPA and CAR Analysis
Media and Advertising Plan of Mamaearth
• Worked on
o SWOT and PESTEL, STP & 5C Analysis
o Brand Identity Prism
o 5 MS of Advertising, 4 Ps of Marketing
o DAGMAR Model and Media Plan and Budget
Consumer Behavior
• Worked on
o STP & Growth Trends
o Primary Research (Questionnaire) & Analysis
A Study of Consumer Satisfaction towards SHAREKHAN
• Worked on
o Collected Primary Data & Market Research
o Data Analysis and Conclusion based on questionnaire responses
Accomplishments
Awarded as Stellar Performance of the Year
Timeline
PGDM - Finance and Marketing
IILM Institute For Higher Education
08.2024 - 06.2023
Financial Reporting Analyst
EXL Service
07.2023 - Current
Marketing and Sales Intern
Naman Enterprise
06.2019 - 08.2019
Bachelor of Business Administration -
Ideal Institute of Management And Technology
08.2017 - 12.2020
Finance Executive Intern
PNB MetLife Insurance India Pvt. Ltd. - Partnership Distribution
5 2022 - 7 2022
12th - undefined
Vivekanand Public School
10th - undefined
Vivekanand Public School
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