Rishav Raj

CA-qualified finance professional and CFA Level I candidate with experience in financial modeling, equity valuation, and fund reporting, targeting Investment Banking, Private Equity, and Venture Capital roles.

Chartered

Accountant and CFA Level I candidate with 2+ years of experience in hedge fund reporting, financial modeling, project finance, valuation, and statutory audit Skilled in 3-statement modeling, DCF, comparable company analysis, precedent transactions, NAV analysis, DSCR, and IRR Experienced in supporting investment readiness, fundraising, and decision-making through clear financial analysis

Hedge Fund Financial Reporting Accountant at Citco Shared Services India Pvt. Ltd. (2025-08 – Present)

• Prepared and reviewed financial statements for 20+ Hedge Fund, Private Equity, and Private Credit structures, ensuring accuracy and compliance with fund documentation
• Analyzed NAV calculations, capital calls, distributions, and investor allocations for alternative investment funds, supporting fund-level valuation integrity
• Built and maintained complex, macro-enabled Excel financial models and VBA-driven templates to automate reporting workflows and minimize manual errors
• Supported monthly, quarterly, and annual reporting cycles across multiple fund structures within tight, high-pressure timelines

Senior Analyst at Medifirm Intelledge Global Pvt. Ltd. (2025-03 – 2025-08)

• Led financial planning, budgeting, and cash flow analysis for a pre-revenue pharma advisory startup, managing an annual cost base of ₹25–50 lakh and monitoring monthly cash burn
• Built financial models and business forecasts to evaluate scenario-based operating performance
• Supported investment-readiness activities, preparing investor-facing presentations and financial projections for fundraising discussions.
• Advised founders on strategic and financial planning, contributing to a 15–20% improvement in projected operating margins under optimized scenarios

Financial Analyst — Project Finance & Valuation at Pious Advisors Pvt. Ltd. (2024-05 – 2024-08)

• Built and analyzed financial models for 4–5 project finance assignments involving project costs of ₹50–300 crore, supporting debt funding and viability decisions
• Evaluated 5–10-year project cash flows, DSCR, IRR, and break-even metrics to assess bankability and funding capacity for lenders
• Prepared project reports and financial projections for submission to banks and financial institutions, supporting credit appraisal and investment decisions

Article Assistant — Audit & Financial Statement Analysis at H.S. Parmar and Co. (2021-04 – 2024-04)

• Executed statutory audits for 15+ entities across manufacturing and services sectors with turnover of ₹20–150 crore, covering planning, testing, and finalization of financial statements.
• Evaluated accounting policies and compliance with applicable accounting standards and regulatory requirements, strengthening financial statement analysis skills directly applicable to equity research and credit evaluation
• Assisted in preparation and review of tax computations, audit documentation, and working papers, ensuring regulatory compliance and audit-quality data integrity

Chartered Accountant – Institute of Chartered Accountants of India (ICAI) (2025-05)

B.Com. (Bachelor of Commerce) in Accounts Honours – Patliputra University (2022-04)