Rishi Anand
Portfolio Manager
Kolkata
Summary
Portfolio Manager and derivatives trader with four years of experience in equity markets. Specializes in options-based hedging strategies and risk management, achieving 70% returns in 9 months. Trained 150+ students in technical analysis and trading strategies. CFA Level 1 candidate with Investment Banking & Financial Analytics certification.
Overview
2026
2026
years of professional experience
Work History
Portfolio Manager
Self-Employed
kolkata
2025 - Current
- Achieved 70% portfolio returns over 9 months through disciplined position sizing, hedging, and active trade management.
- Manage client portfolios using options and derivatives strategies, with a strong focus on risk management and capital preservation.
- Continuously monitor market conditions, volatility, and macro events to optimize portfolio performance, and reduce downside exposure.
- Execute trades across futures and options markets while maintaining strict drawdown and risk limits.
Investment Banking & Financial Analytics Intern
Spinnaker Analytics
Kolkata
08.2025 - 11.2025
- Completed 2-month internship with Spinnaker Analytics, contributing to two client projects on financial analysis and valuation. Conducted financial modeling and performed company valuations to prepare investment recommendations that informed client decisions. Applied Excel-based analytical tools and corporate finance frameworks to enhance decision-making processes. Developed skills in financial statement analysis and industry research.
Trading Analyst & Educator
Self-Employed
kolkata
2022 - 2024
- Analyzed market trends and provided actionable trading signals to active trading community via Telegram, enhancing decision-making.
- Designed and conducted online technical analysis courses, training 150+ students in chart patterns, price action, options strategies, and risk management.
- Developed structured educational content covering derivatives trading, position sizing, and capital protection techniques.
- Mentored students with personalized guidance and real-time market insights, fostering high engagement and satisfaction.
Junior Trader – Market Research
Self-Employed
Kolkata
2020 - 2022
- Intensively studied technical analysis, price action, options strategies, and risk management.
- Developed systematic methods for market analysis, trade planning, and risk control that supported future trading success.
- Analyzed trading errors and performance metrics to enhance execution discipline.
- Established a solid foundation in equity and derivatives trading through live market engagement.
Education
CFA Level 1 Candidate
01-2026
Bachelor of Arts - Economics (Honors)
IGNOU
Kolkata01-2025
Investment Banking & Financial Analytics
Kolkata01-2025
High School Diploma -
Glenhill Public School
Kurseong01-2019
Skills
- Options trading
- Risk management
- Financial modeling
- Portfolio optimization
- Derivatives analysis
- Market research
- Technical analysis
- Hedging strategies
- Trade execution
Languages
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Bengali
Beginner
A1
Affiliations
Teaching & Mentoring
Timeline
Investment Banking & Financial Analytics Intern
Spinnaker Analytics
08.2025 - 11.2025
Portfolio Manager
Self-Employed
2025 - Current
Trading Analyst & Educator
Self-Employed
2022 - 2024
Junior Trader – Market Research
Self-Employed
2020 - 2022
CFA Level 1 Candidate
Bachelor of Arts - Economics (Honors)
IGNOU
Investment Banking & Financial Analytics
High School Diploma -
Glenhill Public School