Siddharth Rishi, FOUNDER AND CHIEF EXECUTIVE OFFICER (CEO)

Siddharth Rishi

FOUNDER AND CHIEF EXECUTIVE OFFICER (CEO)

INTEGRATED EDGE LLC

Lieu
Oman - Muscat
Éducation
Master, PUBLIC ACCOUNTANT (CPA®)
Expérience
25 years, 10 Mois

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Expériences professionnelles

Total des années d'expérience :25 years, 10 Mois

FOUNDER AND CHIEF EXECUTIVE OFFICER (CEO) à INTEGRATED EDGE LLC
  • Oman - Muscat
  • Je travaille ici depuis février 2024

• Corporate finance and transaction advisory
• Business development and efective treasury solutions

SENIOR RELATIONSHIP MANAGER à Oman Arab Bank
  • Oman - Muscat
  • février 2023 à février 2024

Portfolio Value: Portfolio of assets USD 100 million (OMR 38 million) and Liability book of USD 80 million (OMR 31 million) for more than 16 multi-domain clients. 2001
• Administering trusted financial advisory, developing and strengthening key account relationships.
• Augmenting the business portfolio by 5% per month, driving banking
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services, product cross-selling and new client acquisition.
• Formulating the profitability framework to achieve the income targets from assets, liabilities, third-party products, and fees.
• Pioneering investment tracking and re-balancing for optimum performance and risk mitigation, ensuring client satisfaction.
• Fostering client communication and engagement, securing repeat business and revenue gain.

Founder Chief Executive à Integrated Edge LLC IEL
  • Oman - Muscat
  • octobre 2020 à février 2023

Business advisory and consulting. M&A and Capital Structure advisor

Senior Fund Specialist à Oman Investment Fund/Authority OIA
  • Oman - Muscat
  • janvier 2008 à octobre 2020

Oman's largest Sovereign Wealth Fund having investments across the globe in various sectors and industries. Investment in Private Equity, Public Equity and Money Markets.

Key Success:
- Managed a multibillion-dollar liquid portfolio and achieved to beat the benchmark returns for consecutive three years.
- Managing a multibillion-dollar portfolio and growing at year on year above 15% over a 15 years period.
- Multi country operations and established for smooth management of operations.

Key Responsibilities:
• Tender Committee member
• System and operations management
• Global Portfolio management including valuation
• Treasury management
• Automation

NOTABLE ACHIEVEMENTS
• Launched the $2B fund operations from scratch.
• Led global market and fund reallocation, doubling asset yield within 8 months.
• Screening of global banks in the network to secure competitive treasury product
pricing, increasing interest yield by 200%.
• Executed a tailored management system for private equity portfolio, saving 20%
cost.
• Instituted a one-stop SPV management solution, cutting yearly costs by $200K.
• Liaised with banks to steer transaction efficiency, saving 90% withholding tax
(WHT).
• Raised $0.5B in funds at a direct sovereign rate, saving 10% on expenses.
• Presented Financial reports and actionable insights to the Finance Ministry.
• Influenced 80% debt fund acquisition for a turnkey cement project worth $30M.
• Assessed project value and advised on the acquisition process of a dairy firm $15M.

Assistant Manager Finance à Suhail Bahwan Automobiles LLC
  • Oman - Muscat
  • novembre 2005 à janvier 2008

Automobile Sales and after-sales accounts management in SAP

Manager Commercial Audit à TATA Steel
  • Inde - Jamshedpur
  • décembre 2003 à novembre 2005

Corporate Audit of Steel Plant

Jr. Manager – Internal Audit à ASHOK LEYLAND FINANCE LTD
  • Inde - Kolkata
  • octobre 2002 à novembre 2003

Article - Assurance

and Business Advisory à PricewaterhouseCoopers (PwC)
  • Inde - Kolkata
  • avril 1998 à juin 2002

Article Trainee with Big4 including advisory and aduit of : ACC, ONGC, TATA Group

Éducation

Master, PUBLIC ACCOUNTANT (CPA®)
  • à The American Institute of Certified Public Accountants
  • janvier 2012

Most Prestigious Certificate in Finance and Accounts

Master, Accounting and Finance
  • à Institute of Chartered Accountants of India
  • juillet 2002

CA

Specialties & Skills

Private Equity
Investment Banking
Fund Managers
Treasury Management
Corporate Finance
ARTICLE (PUBLISHING)
COMMUNICATIONS
MITIGATION
RISK MITIGATION
BUSINESS DEVELOPMENT
CORPORATE FINANCE
TREASURY
CONTROL FRAMEWORK
DEBT RESTRUCTURING
EVENT PLANNING

Langues

Anglais
Expert

Formation et Diplômes

Speed of Trust (Certificat)
Date de la formation:
March 2023

Loisirs

  • Swwimming
  • yoga and meditation