Rishabh Singh

Finance professional with CFA Level 1 (Top 10%) and expertise in financial analysis, market research, and investment strategy evaluation. Skilled in Excel (Power Query), financial data processing, and risk assessment. Experienced in preparing financial reports, evaluating trading strategies, and managing financial databases. Seeking an opportunity in a trading firm and financial analytics to contribute data-driven insights and support deal-making processes.

• Executing derivatives trades (options & futures) based on predefined risk parameters.
• Performing trade performance analysis, identifying key deviations in options strategies and optimizing execution.
• Prepared P&L and performance reports, tracking portfolio risk exposure and trade profitability for client accounts.
• Backtesting options strategies in Excel, historical trade data points to enhance decision-making.
• Automating financial data processing & reporting, reducing manual workload and cutting reporting time.
• Maintained and updated financial databases and client portfolios, ensuring accurate reporting.

CFA Level 1

The CFA Program is a three-part exam that tests the fundamentals of investment tools, asset classes, portfolio construction, and ethical and professional standards. The curriculum for the Level I exam is focused on the knowledge and comprehension of investment tools and asset classes and covers concepts in portfolio construction.