Finance Professional | Treasury | Derivatives | NBFC Risk & Compliance | Financial Modeling
Budget: ₹1,500 – ₹12,500 INR
Hi, I'm Chirvesh Jain — a finance professional with 3+ years of experience spanning treasury operations, equity derivatives trading, NBFC risk management, and investor relations.
What I can do for you:
Treasury & Debt Management — Fund management, liquidity planning, coordination with banks for term loans, overdrafts, securitization (PTC transactions), and credit lines.
Financial Analysis & Modeling — DCF valuations, portfolio analysis, risk-adjusted return optimization, and financial reporting.
Derivatives & Trading Strategy — Designed and executed volatility-based options strategies (straddles, strangles, butterfly spreads, delta-neutral). Managed client portfolios worth ₹21 Cr with algorithmic strategy oversight.
NBFC Risk & Compliance — Quarterly compliance frameworks, portfolio quality monitoring (PAR, CRAR, ALM), DA/TL portfolio management, regulatory documentation.
Investor Relations & Reporting — Investor communications, financial documentation, compliance reporting.
Certifications:
NISM Series VIII – Equity Derivatives
NISM Series V-A – Mutual Fund Distributor
JP Morgan Excel Skills | Bank of America Financial Modeling
Education:
MBA (CGPA 8.96) | B.Com Accounting & Finance, H.R. College Mumbai (CGPA 9.30)
Whether you need financial models, compliance frameworks, treasury reports, research notes, or investor presentations — I bring both technical depth and real-world execution experience to every project.
Let's connect and get your work done right.
What I can do for you:
Treasury & Debt Management — Fund management, liquidity planning, coordination with banks for term loans, overdrafts, securitization (PTC transactions), and credit lines.
Financial Analysis & Modeling — DCF valuations, portfolio analysis, risk-adjusted return optimization, and financial reporting.
Derivatives & Trading Strategy — Designed and executed volatility-based options strategies (straddles, strangles, butterfly spreads, delta-neutral). Managed client portfolios worth ₹21 Cr with algorithmic strategy oversight.
NBFC Risk & Compliance — Quarterly compliance frameworks, portfolio quality monitoring (PAR, CRAR, ALM), DA/TL portfolio management, regulatory documentation.
Investor Relations & Reporting — Investor communications, financial documentation, compliance reporting.
Certifications:
NISM Series VIII – Equity Derivatives
NISM Series V-A – Mutual Fund Distributor
JP Morgan Excel Skills | Bank of America Financial Modeling
Education:
MBA (CGPA 8.96) | B.Com Accounting & Finance, H.R. College Mumbai (CGPA 9.30)
Whether you need financial models, compliance frameworks, treasury reports, research notes, or investor presentations — I bring both technical depth and real-world execution experience to every project.
Let's connect and get your work done right.