Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

RISHABH SARAF

Bangalore

Summary

Investment Research Associate at Acuity Knowledge Partners, specializing in financial modeling, equity valuation, and data forecasting. Proven ability to deliver high-quality research, automate key financial processes, and engage clients effectively. Skilled in building robust financial models that drive strategic investment decisions.

Overview

10
10
years of professional experience

Work History

Senior Associate

Acuity Knowledge Partners
Bangalore
05.2021 - Current
  • Company Overview: Former Moody’s Analytics
  • Conducted equity buy-side research in metals & mining, energy, paper & packaging, chemicals.
  • Built and automated financial models from scratch, applying DCF, relative valuation, and sum-of-the-parts (SOTP) analysis.
  • Conducted forecasting analysis and streamlined data automation for key financial metrics using Bloomberg and Visible Alpha.
  • Integrated Bloomberg data into financial models, ensuring seamless real-time dashboard updates
  • Developed industry dashboards, peer comparison sheets, sensitivity analysis, and financial charts.
  • Consistently recognized by clients for delivering high-quality research and actionable insights, enhancing investment decision-making.

Senior Research Analyst

CRISIL
Pune
01.2021 - 04.2021
  • Conducted equity sell-side research on the USA media sector, delivering data-driven investment insights.
  • Developed financial models from scratch, integrating forecasting techniques, and DCF valuation.
  • Authored weekly market analysis on cable and broadcast viewership trends, identifying key industry patterns to drive investment strategies.

Research Analyst

CRISIL
Pune
07.2018 - 12.2020
  • Built and maintained equity buy-side financial models across sectors, applying DCF valuation and fundamental analysis.
  • Conducted credit analysis, developing sector-specific financial models to assess risk and investment potential.
  • Updated models and authored concise credit notes, delivering actionable insights.
  • Recognized for excellence, receiving the Clap Award, highest rating, and senior-level commendation for analytical excellence.

Associate (Credit Risk- Fixed Income)

CRISIL
Pune
07.2016 - 07.2018
  • Conducted counterparty credit risk assessment for large global banks, preparing detailed credit narratives and risk reports.
  • Utilized SNL for financial data analysis and risk evaluation.
  • Mentored new analysts, providing training on financial modeling and credit assessment.
  • Assessed bank credit strength, analyzing key financial indicators and risk factors.

Business Development Manager

Ketto Online Ventures Pvt. Ltd.
Mumbai
11.2015 - 03.2016
  • Developed & managed NGO crowdfunding campaigns, building strategic partnerships
  • Led end-to-end coordination of the Tata Steel Kolkata Marathon, raising INR 22L for associated NGOs.

Business Development Intern

Cypress Money Investment Advisor
Mumbai
07.2015 - 10.2015
  • Drove business development, acquiring 20 new clients in just 4 months, advising on financial markets.
  • Managed client relationships, ensuring retention and sustained engagement through tailored financial solutions.

Education

PGDC in Finance -

NMIMS
Mumbai
01-2018

Bachelor of Economics (Hons.) -

Ramjas College
New Delhi, India
01-2015

Class XII -

Sunshine Prep High School
Muzaffarpur
01-2012

Skills

  • MS Office
  • Bloomberg, Visible Alpha
  • Intrinsic valuation (DCF)
  • Comparable company analysis
  • Relative valuation
  • Sum of the Parts Valuation (SOTP)
  • Technical and sensitivity analysis
  • M&A modeling
  • Financial modeling
  • Critical thinking
  • Attention to detail
  • Equity valuation
  • Data forecasting
  • Industry analysis

Affiliations

  • Sports Enthusiast: Cricket, Badminton, Table Tennis, Carom, Archery
  • State Level Player in Archery Competition in Delhi, 2013
  • Semifinalist in the Table Tennis tournament held at District level, 2012
  • South Zone Badminton player of Delhi University, Passionate about cricket and chess
  • Other Interests: Traveling, Singing, Photography, Listening to Music

Accomplishments

  • Won trophy in NSS for excellent performance in volunteering & event management
  • Actively participate in social drives like blood donation, helping orphans etc.
  • Certificate of Appreciation by Union Ministry of Skill Development and Entrepreneurship for Volunteering at Worldskills Competition by Sao Paulo, Brazil, 2015

Timeline

Senior Associate

Acuity Knowledge Partners
05.2021 - Current

Senior Research Analyst

CRISIL
01.2021 - 04.2021

Research Analyst

CRISIL
07.2018 - 12.2020

Associate (Credit Risk- Fixed Income)

CRISIL
07.2016 - 07.2018

Business Development Manager

Ketto Online Ventures Pvt. Ltd.
11.2015 - 03.2016

Business Development Intern

Cypress Money Investment Advisor
07.2015 - 10.2015

PGDC in Finance -

NMIMS

Bachelor of Economics (Hons.) -

Ramjas College

Class XII -

Sunshine Prep High School
RISHABH SARAF