Rachit Jain

Rachit Jain, CFA has a diverse work experience spanning multiple industries and roles. Rachit began their career as an Articled Assistant at Deloitte, where they gained experience in auditing and compliance. After that, they worked as a Senior Associate at Deloitte, focusing on financial statement preparation, internal controls, and tax audits.

Rachit then transitioned to a role as a Budget Analyst at Hewlett Packard Global e Business Operations Pvt. Ltd., where they were responsible for reviewing and reconciling financial statements and resolving accounting discrepancies.

Rachit later joined HP as a Finance Specialist - Controllership, where they developed charting methods for analyzing financial statements and ensured compliance with USGAAP reporting requirements. Rachit also worked in Internal Audit, focusing on Treasury, Tax, and C&C audits.

Rachit's experience also includes a role as a Quantitative Research Intern at Titans of Wall Street, where they conducted back-testing of trading ideas and analyzed equity and futures strategies.

Rachit then worked at Stevens Institute of Technology as a Graduate Research Fellow and Graduate Teaching Assistant, where they conducted research on portfolio optimization and assisted in teaching financial statement analysis.

Rachit's most recent work experience includes serving as a Corporate Finance Associate at Kids in the Game, where they supported the VP Finance and CEO in developing strategic plans and conducting risk analysis. Rachit also played a key role in supporting the sales team and maintaining financial spreadsheets.

Currently, Rachit is working at BHG Financial as a Financial Modeling Analyst and has been promoted to the role of Director, Financial Modeling.

Overall, Rachit Jain has a strong background in finance, with experience in financial analysis, modeling, auditing, and risk management. Rachit has demonstrated strong analytical and problem-solving skills throughout their career.

Rachit Jain, CFA has a diverse education history. Rachit obtained their CFA Charterholder designation from the CFA Institute in 2019, with a specialization in Finance and Financial Management Services. Following this, they pursued a Master of Science degree in Financial Engineering from the Stevens Institute of Technology, completing it in 2021.

Before their CFA studies, Rachit Jain achieved the designation of Chartered Accountant from The Institute of Chartered Accountants of India between 2009 and 2014, specializing in Accounting and Finance. Prior to that, they completed their Bachelor of Commerce (B.Com.) degree in Commerce from St. Xavier's College (Autonomous), Kolkata from 2009 to 2012.

Rachit's educational journey began at South Point High School, Kolkata, but no specific degree or field of study information is provided for that period.

In addition to their formal education, Rachit obtained several certifications to enhance their skills and knowledge. These include the Bloomberg Market Concepts Certification from Bloomberg LP in December 2020, Technical Analysis from iimjobs.com in March 2018, and Chartered Accountant certification from ICAI in November 2014.