Rishi Bajaj

Rishi Bajaj

Operations Analyst, Private Wealth Management (Internship)

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location of Rishi BajajSweden

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  • Timeline

  • About me

    Senior Manager, Product Management at Amazon Sweden

  • Education

    • CFA Institute

      2014 - 2016
      Chartered Financial Analyst

      Completed all 3 levels of the program in 18 months

    • Jain University- Center for Management Studies

      2009 - 2012
      Bachelor of Business Management Major: Finance
    • HEC Paris

      2016 - 2018
      Master of Business Administration (M.B.A.)
  • Experience

    • 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.

    • 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
    • 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
  • Licenses & Certifications

    • Certified Financial Planner (CFP®)

      Financial Planning and Standards Board (India)
  • Honors & Awards

    • Awarded to Rishi Bajaj
      Charpak Maters Scholarship Embassy of France in India Sep 2016
    • Awarded to Rishi Bajaj
      HEC MBA Excellence Scholarship HEC Foundation Sep 2016 HEC MBA Excellence scholarships are for exceptional applicants who understand the added value of an MBA from a top-ranked business school. It is a merit based scholarship.