Rishi Bajaj

Experience

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  Goldman Sachs

  Jan 2011 - Jan 2011

  Operations Analyst, Private Wealth Management (Internship)

  Created a dossier on settlement cycles of international capital markets, potentially saving several man-hours for the middle office team. In addition, gained a strong understanding of middle office operational workflow, trade settlement and business strategies relating to HNI clients.

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  International Money Matters Pvt Ltd

  Jan 2012 - Jan 2015

  IMMPL is a financial planning and wealth management firm headquartered in Bangalore, India with 500+ clients worldwide. Ranked Best Indian Investment Advisor by Outlook Money and CNBC (regional) in 2015. Assets under management (AUM): $150 Million, Employees: 50+ Led relationship and account management for 80 affluent individual and corporate clients based across South India (majority of the client base), U.S., and U.K., thereby managing assets worth $15M across equity, debt and alternative investments. Show less

  • Manager - Financial Advisory

    Jan 2014 - Jan 2015

  • Analyst - Financial Advisory

    Jan 2012 - Jan 2014
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  Asset Management & Financial Planning

  Jan 2015 - Jan 2016

  Independent Advisor

  Advisor to affluent/high-net-worth individuals (HNIs) and companies: portfolio, treasury and tax management.

• 

  Amazon

  Feb 2018 - now

  • Senior Manager, Product Management Sweden

    Apr 2021 - now

  • Senior Product Manager - EU Expansion

    Feb 2018 - Apr 2021