Rishikesh Isal
CFA Level 1 Passed | FactSet Research Systems
- Role
- Senior Associate - Client Solutions at FactSet
- Location
- Nagpur, MH, IN
- LinkedIn followers
- 500 followers
About Rishikesh Isal
Hello! I am Rishikesh Isal, a dedicated finance professional with 2.5 years of experience specializing in risk analysis, portfolio management, and investment analysis across global markets including the US, APAC, and EMEA. My journey in finance has equipped me with a strong foundation in credit research, corporate finance, and asset management, allowing me to deliver analytical insights that support strategic investment decisions. I am proficient in utilizing advanced financial platforms and analytics tools, which enable me to provide comprehensive financial modeling and valuation services.Throughout my career, I have successfully resolved over 4,200 client queries with a remarkable satisfaction rate of 99.2%. I have developed and deployed more than 300 custom FactSet models, achieving a 95% success rate in addressing complex client needs. My commitment to continuous learning and improvement has led to significant enhancements in portfolio performance for banking and wealth management clients, with a notable 15% increase through effective risk optimization strategies. I am passionate about leveraging my skills in financial planning and analysis to contribute to dynamic financial organizations.
Experience
Senior Associate - Client Solutions
Apr 2023 — Present · Hyderabad, IN
In my current role at FactSet Research Systems, I conduct in-depth financial statement analysisand valuation modeling to assess company fundamentals and credit strength. I design and deploy customized models for portfolio analytics and risk testing, generating comprehensive evaluation reports that support asset allocation decisions. My expertise in advanced tools allows me to conduct benchmarking and scenario analysis, enhancing the decision-making framework for investment research. Additionally, I contribute to product enhancements by incorporating analytical feedback.
Education
GH Raisoni College of Commerce Science and Technology
Bachelor of Business Administration
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