Nishant Jha

CEO

India9 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in family wealth management and asset growth strategies.
Proven track record in financial analysis and risk management.
Recognized for leadership in corporate financial management.

Stackforce AI infers this person is a Finance expert specializing in asset management and wealth preservation strategies.

Contact

Skills

Core Skills

Asset AllocationRisk AssessmentFinancial Reporting And AnalysisTax Compliance And Optimization

Other Skills

Budget ControlBudget management and cost controlBusiness PlanningDirect SalesFinancial AnalysisFinancial ReportingFinancial software operationIT OperationsInvestment ManagementOperations ManagementPre-salesQuantitative analysisSales OperationsStrategic PlanningStrategic thinking and decision making

About

As a family office board member with extensive financial experience and a shareholder partner in the Asset Management Group, I am currently focused on providing sound financial management to families and family businesses, as well as robust asset growth strategies and effective risk management. I firmly believe that it is necessary to balance risk and return in family wealth management, develop long-term succession planning, and ensure the sustainable growth of family assets. I actively follow global macroeconomic trends and financial market movements, and help family offices achieve wealth preservation and growth goals through rigorous financial analysis and flexible asset allocation. In the work of Asset Management Group, as a shareholder partner, I am mainly involved in formulating the overall development of the group and playing a leading role in management supervision and corporate financial management. In the future work, I will continue to create greater value for the company with my rich experience and professional judgment.

Experience

Asset management group

Stockholder partner

Oct 2020 – Present · 5 yrs 5 mos · Los Angeles County, California, United States · On-site

As a shareholder partner in the Asset Management Group, I am primarily responsible for establishing and executing efficient investment strategies, optimizing portfolios, and generating stable long-term returns for clients. At the same time, I play a guiding and leadership role inside and outside the company to ensure that the Asset Management Group's brand value and market position continue to grow.
Develop the company's overall investment strategy, identify market opportunities and allocate resources, and design appropriate investment portfolios for clients to achieve sustainable revenue growth and risk control. Through in-depth risk analysis and monitoring, ensure the robustness and anti-risk ability of the asset portfolio, and provide adequate risk protection for customers' investment assets.
As a shareholder partner, we actively participate in regulatory compliance management to ensure that all investment activities comply with company policies, laws and regulations, while maintaining high standards of corporate governance.

Asset AllocationRisk AssessmentFinancial AnalysisQuantitative analysisStrategic thinking and decision making

Grabonrent

Business Intelligence Developer

Dec 2016 – Jul 2018 · 1 yr 7 mos · Bengaluru Area, India

1. Responsibilities:
Managed the entire laptop & furniture categories for Grabonrent Bangalore operations.
Generated leads through Linkedin, customer references, cold calling and marketing.
Client visitation, product demonstration, price negotiation with both vendors and clients, on-boarding of both vendors & clients.
Making and issuing the legal agreement between clients, vendors and company.
Responsible for the entire business lifecycle from converting the leads into prospect customers, retaining them and hence adding to the p&l of the company.
2. Achievements:
Recognized as the ROCKSTAR performer in Business Development at Grabonrent.
On-boarded around 100 clients which includes startups, semi-established companies and MNCs ( like Sabre etc).

Rosneft

Accountant

May 2012 – Jan 2015 · 2 yrs 8 mos · Moscow City, Russia · On-site

I joined Rosneft in 2012 and during my time as an accountant at Rosneft, my work was mainly related to the company's financial reporting, tax compliance and asset management, ensuring that the company met high standards in financial management. I am mainly responsible for preparing and reviewing monthly, quarterly and annual financial statements to ensure that the data are accurate and comply with the company's internal standards and the regulatory requirements for financial reporting in Russia. I also assisted in managing the budgeting and cost control process. By analyzing the expenditure of various projects and departments, I proposed cost-saving improvement suggestions to ensure that the expenditure was in line with the company's expectations. I also oversee the company's tax affairs, ensure the accuracy and timeliness of all tax filings, and develop tax strategies to help the company reduce its tax burden and comply with relevant legal requirements. I conduct in-depth analysis of the company's financial data to support management decisions and help the company identify potential financial risks and growth opportunities.

Financial reporting and analysisTax compliance and optimizationBudget management and cost controlFinancial software operation