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Financial Analyst Investment Banking

Location:
New York, NY
Salary:
20
Posted:
February 22, 2024

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Resume:

Rishabh Pillai

New York, NY 203-***-**** ad3twd@r.postjobfree.com https://www.linkedin.com/in/rishabh-pillai/ Grad student pursuing an MBA in Baruch College seeking opportunities in investment banking to leverage expertise in financial markets and contribute to the organization. WORK AND LEADERSHIP EXPERIENCE

The Rockwell Financial Group

Investment Banking Spring Intern January 2024 - Present Rockwell is a full-service brokerage and investment management firm with a network of investment professionals. They provide investment advice to families, individuals, institutions, and corporations

• Getting trained in finding prospects through cold calls and other techniques. Conducting 500+ cold calls weekly

• Conduct comprehensive financial analysis and create financial models to provide 5-6 investment recommendations weekly

• Trained to conduct detailed research reports on stocks to be recommended to clients HDFC Bank

Financial Analyst Intern January 2023 - June 2023

HDFC is India’s leading bank with a distribution network of 8000 branches across 20,000 locations.

• Underwent training in the loan approval process. Processed credit applications for loans up to $50K by creating customized products for small and medium-sized enterprises.

• Handled loan processes for over 50 + loan applications, including personal loans and mortgages

• Participated in credit enhancement of working capital accounts for 10 clients, with over $3 million in total credit given Pillai Group June 2020 - December 2022

Financial Analyst

Pillai Group is a leading foundry manufacturing automotive castings, catering to domestic and international OEMs.

• Trained in performing cost-audit analysis. Conducted this analysis on 5 products, resulting in a 7% cost reduction.

• Worked with the purchase and operations teams to align costs with quality. Aligned cross-functionality, by analyzing cost- quality trade-offs, resulting in a 4% reduction in production costs and an 8.5% improvement in product quality control metrics.

• Got exposure to IFRS accounting techniques, while assisting in 2 annual tax audits. EDUCATION

Baruch College, Zicklin School of Business New York, NY Master of Business Administration - Finance Focus May 2025

• Relevant Coursework: Intermediate Corporate Finance, Financial Accounting

• CFA Level 2 Candidate: Exam in May 2025

• FINRA License: Studying for the S.I.E. exam

Savitribai Phule Pune University

Bachelor of Mechanical Engineering May 2020

CASE COMPETITIONS

Baruch Data Challenge with Pitney Bowes New York, NY Team Member September 2023

• Used data analytics tools to produce models that predicted revenue for various clients of Pitney Bowes, who operate in the shipping industry SKILLS, ACTIVITIES & INTERESTS

• Technical Skills: Financial Analysis, Financial Modeling, Valuation

• Languages: Fluent in Hindi and Marathi

• Tools: Intermediate level expertise in MS Excel, MS Word, and MS PowerPoint

• Strong analytical, communication, and research skills



Contact this candidate