Rishabh Pal
@rishabhpal1
Finance and risk analytics graduate helping clients translate portfolio risk into actionable answers.
What I'm looking for
I supported client-service work at MSCI in a risk analytics environment, working through portfolio-risk and market-data/analytics queries and applying what I was building through my MSc Finance and FRM preparation.
Before that, I handled retail banking client relationships at J.P. Morgan Chase, covering loans, credit, and investment options while coordinating across internal teams to resolve client requests.
I also ran day-to-day financial tracking and planning for my family business using Excel, and I’ve built my foundations through FRM Level II and CFA Level I alongside fixed income and derivatives study.
Experience
Work history, roles, and key accomplishments
Supported client-service work in a risk analytics environment, strengthening exposure to institutional financial analytics and client problem-solving.
Financial & Strategy Operations
Family Business
Sep 2019 - Sep 2023 (4 years)
Supported financial tracking, operational planning, and strategy-related decision-making for day-to-day business activity.
Managed client relationships, supporting customer satisfaction and clear communication across banking-service needs. Gained experience with financial products including loans, credit, and investment options.
Education
Degrees, certifications, and relevant coursework
Lancaster University
Master of Science, Finance
2023 - 2024
MSc Finance with focus on investment analysis, risk management, fixed income, derivatives, and financial markets.
University of Mumbai
Bachelor of Arts, Arts
2018 - 2021
Bachelor of Arts degree from the University of Mumbai.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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