Nishant Raheja
@nishantraheja
Finance professional specializing in accounts and wealth management.
What I'm looking for
I am a finance professional with extensive experience in accounts and wealth management, specializing in financial modeling and risk analysis. I have successfully managed ₹12 Cr AUM, achieving an impressive 42% CAGR through strategic asset allocation and a strong command over financial markets. My expertise lies in portfolio management, regulatory compliance, and client relationship management, which has allowed me to recover over 90% of outstanding payments in just three months.
Throughout my career, I have demonstrated a commitment to improving operational efficiency and financial accuracy. I completed year-end financial statements 30% faster, reduced capital expenditure by 15%, and improved P&L accuracy by 20% using advanced financial tools. My educational background includes a Master's in Finance and HR, along with certifications in financial modeling and investment strategies, which further enhance my analytical capabilities.
I am currently seeking a role in investment research or portfolio management where I can leverage my skills to drive growth and profitability for the organization. I am passionate about utilizing data-driven investment decision-making to optimize financial performance and contribute to the success of my team.
Experience
Work history, roles, and key accomplishments
Portfolio Manager
Jainam Broking Limited
Feb 2024 - Present (2 years 4 months)
In my concurrent role as Portfolio Manager, I managed ₹12 Cr AUM, optimizing strategic asset allocation to achieve a 42% CAGR. I leveraged technical analysis and risk management to enhance investment strategies.
Accounts Manager
GR Agro Industries
Jan 2024 - Present (2 years 5 months)
As an Accounts Manager, I recovered over 90% of outstanding payments in three months by strengthening client relationships. I completed year-end financial statements 30% faster, improving audit efficiency, and reduced capital expenditure by 15% through cost-effective procurement.
Accountant
Chawla & Associates
Jun 2018 - Feb 2020 (1 year 8 months)
As an Accountant, I improved P&L accuracy by 20% using Excel and ensured 100% GST compliance with timely invoicing. I reduced financial discrepancies by 25% through audits and streamlined bookkeeping processes.
Education
Degrees, certifications, and relevant coursework
Swami Vivekananda Subharti University
Master's in Finance, Finance
2020 - 2023
Master's in Finance with advanced knowledge of global financial systems, investment strategies, and market dynamics.
Kumaun University
Bachelor of Commerce, Commerce
Bachelor of Commerce with a focus on corporate finance and macroeconomic analysis.
Kumaun University
LLB, Law
LLB degree providing a strong foundation in legal principles and regulatory compliance.
Availability
Location
Authorized to work in
Job categories
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