Open to opportunities

Atishay Jain

@atishayjain1

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Results-oriented finance professional with expertise in financial modeling.

India

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What I'm looking for

I am looking for a role that offers growth opportunities, a collaborative culture, and the chance to apply my financial expertise in impactful ways.

I am a results-oriented finance professional with a strong background in financial modeling, valuation, and derivative trading. My experience includes managing high-net-worth individual (HNI) portfolios, where I have successfully developed and executed investment strategies that optimize risk-return profiles. I am proficient in tools such as Excel and Power BI, which enhance my analytical capabilities and enable me to deliver tailored investment solutions.

During my tenure at Anand Rathi Financial Services Limited, I increased market share by 15% through strategic trading recommendations and client engagement. My freelance work as an Investment Advisor allowed me to specialize in options trading, where I provided market-driven investment recommendations that significantly improved client portfolios. I am eager to contribute to a dynamic financial environment where I can leverage my skills and experience to drive growth and success.

Experience

Work history, roles, and key accomplishments

HNI Dealer

Anand Rathi Financial Services Limited

Jan 2024 - Present (1 year 5 months)

Managed portfolios for high-net-worth individuals (HNI/UHNI), delivering tailored investment solutions. Developed and executed derivative trading strategies to optimize risk-return profiles.

Portfolio Management Derivatives Risk Management Client Engagement

Investment Advisor

Freelancer

Feb 2023 - Present (2 years 4 months)

Specialized in options trading, managing client portfolios with strategic derivative strategies. Provided market-driven investment recommendations to optimize risk and returns.

Options Trading Investment Recommendations Fundamental analysis

Education

Degrees, certifications, and relevant coursework

Imarticus Learning

Post Graduate Investment Banking Analyst, Investment Banking

Completed a postgraduate program focused on investment banking analysis. Gained expertise in financial modeling, valuation, and derivative trading.

Narsee Monjee Institute of Management Studies

Master of Business Administration (MBA), Finance

Pursued a Master of Business Administration with a specialization in Finance. Developed strong analytical skills in financial modeling, valuation, and portfolio management.