Rishabh Jain

Rishabh Jain

ARTICLE ASSISTANT

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location of Rishabh JainMumbai, Maharashtra, India

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  • Timeline

  • About me

    CA | CFA | India Ratings (Fitch Group)| Ex ICICI Bank | Investment Banking

  • Education

    • CFA Institute USA

      2016 - 2020
      Chartered Financial Analyst (CFA) International Finance
    • Institute of Chartered Accountants of India

      2011 - 2015
      Chartered Accountant Taxation
    • The Institute of Chartered Accountants of India

      2011 - 2015
      CHARTERED ACCOUNTANT FINANCE AND TAX
  • Experience

    • PORWAL AND PORWAL

      Sept 2012 - Sept 2014
      ARTICLE ASSISTANT

      1. Prepared and filed income tax returns as well as wealth tax returns of various companies, firms and individuals2. Responsible for preparation and presentation of financial statements of various companies and firms as per the applicable3. Handling the company law matters and the formation of companies.4. Filing annual returns at MCA websites5. Conducted statutory audit of various companies and tax audit of companies, firms and individuals

    • Invesco Asset Management (India) Private Limited

      Oct 2014 - Nov 2015
      Industrial Trainee

      1. Financial Analysis:i. Analyzing Annual Reportii. Plotting financialsiii. Analyzing the financials and commenting on itiv. Prepared financial forecast and monitored the overall financial health with respect to actual2. Cash-flows and Statutory Compliances3. Worked on MF Industry Reporti. Outlook of the MF industry in Indiaii. Growth in the Industryiii. India’s position in comparison to the worldiv. Steps taken by SEBI/RBI and its impact on MF Industryv. Future prospects Show less

    • Pioneer Investcorp

      Nov 2015 - Sept 2017
      Assistant Manager - Investment Banking

      Responsible for a Complete lifecycle of Project Finance starting from1. Primary Credit appraisal/assessment2. Preparation of proposals including IM, Financial Model, etc. with input from clients3. Presentation of proposals to the Clients4. Presentation of proposals to the Banks / NBFC’s5. Obtaining Sanction from Lending Banks / NBFC’s6. Disbursement Procedures7. Post-disbursement Servicing Procedures8. Currently doing debt proposals of ticket size of Rs. 50 – 500 crores.Work Done:1. Successfully raised Project Term Loan of Rs. 770 Crores for 6 Hybrid Annuity Projects for a listed company in Infrastructure industry2. Successfully raised Non Fund Based Project specific facilities of Rs. 70 Crore for a Listed Company in Infrastructure Sector3. Worked on raising Construction Finance of Rs. 50 Crores for an entity in real estate4. Working on raising Project Term Loan of Rs. 50 Crore and Non Fund Based Limit of Rs. 75 Crores for a Company in Tolling Sector5. Working on receivable refinancing of Rs. 140 Crore in wind energy sector6. Working on raising Project Term Loan of Rs. 144 Crores in solar energy sector7. Working on raising Term Loan of Rs. 55 Crores for SPV of Listed Company in Infrastructure Sector Show less

    • ICICI Bank

      Sept 2017 - Sept 2019
      Senior Manager - Project Finance

      Project Finance Group• End to end deal execution covering appraisal and due diligence, financial modeling, term sheet negotiation, structuring, syndication, documentation and asset monitoringDeveloping and structuring new products in order to mitigate credit risk.• Transaction consummation and proactive project monitoring. Have assessed and evaluated close to 1,000 MW of Renewable energy projects i.e. wind and solar projects and part financed more than 400 MW of renewable energy projectsPortfolio maintenance of thermal, Wind and Solar projects aggregating to 1000 MW Detailed analysis of Renewable Energy sector in India and close monitoring of sector for latest developments. Show less

    • Value Vision

      Oct 2019 - Jun 2020
      Senior Associate
    • India Ratings & Research - A Fitch Group Company

      Jul 2020 - Jun 2024
      • Associate Director

        Apr 2024 - Jun 2024
      • Senior Analyst

        Apr 2022 - Mar 2024
      • Analyst

        Jul 2020 - Mar 2022
  • Licenses & Certifications

    • NISM-Series-VIII: Equity Derivatives Certification Examination

      NSE
      Oct 2015
    • Chartered Accountant

      Institute of Chartered Accountants of India
      Jul 2015